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 |
1453.87 | -17.19 | -1.17% |
| Shanghai Composite |
2698.36 | +2.11 | -0.65% |
| 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% |
Thank you for your terrific initial advice. I subscribed on 12/26/05 and bought positions in FMCN, TOMO, and MOT the next day on the 27th. At the end of today, only two weeks later, I have gained 36.37% with FMCN, 8.71% with TOMO, and 4.23% with MOT. Granted that we have been in a rally, but gains like that in only 14 days are spectacular. I also appreciate your having been rapidly on the ball with your analysis of the PD debacle today -- I was wondering whether to buy based on your initial recommendation, and held off to see if you would comment. I'm glad I did.
— J. Baird
Orleans, MA