In today's issue we discuss the real Brazil and small-cap performance. We also take a closer look at Brazilian banks and why their earnings have grown presenting a great long-term investment opportunity. We will also discuss why investing like Warren Buffet could lead to dead money, and the future of China investing–specifically why investing in state-owned enterprises in China may be a thing of the past. Let's take a closer look. Continue Reading »
Since China is the biggest consumer of many dry bulk commodities and it just surpassed the U.S. as the world's largest energy consumer in 2009, more and more commodity demand, prices and shipping rates will be set by the mainland. The Chinese central bank has been tightening aggressively since April,... Continue Reading »
Although Chanos' record is impressive -- brilliant bottom-up investing (which is what he is famous for) does not necessarily translate in brilliant top-down macro trades (which is what he is trying to do with China). In fact, the action in Chinese H-shares certainly does not suggest the doom that he... Continue Reading »
Subscriber content—preview available
Guanxi is the Chinese term for "relationships and connections," and is an important element of doing business in China. However, it is less important today... Continue Reading »
Your guide to explosive, wealth-making profits from the fastest-growing economies in the world.
| Russia RTSI Index |
1450.38 | -20.68 | -1.41% |
| Shanghai Composite |
2698.36 | +2.11 | -0.75% |
| Hong Kong Hang Seng |
21401.79 | +46.02 | +0.22% |
| India BSE Sensex |
18645.06 | +85.01 | +0.46% |
| Japan Nikkei 225 |
9226.00 | -75.32 | -0.81% |
| Brazil Bovespa |
66747.00 | +69.00 | +0.10% |
| Australia S&P/ASX200 |
4572.50 | -2.30 | -0.05% |
[Robert] provides me with reliable information and trends for the China market. Robert has provided a first hand look by visiting the Chinese cities and countryside. His views have much more validity than the remote analysis done by other investment advisors.
— R. Kaminski
Poughkeepsie, NY