Emerging market equities have outperformed their developed-market peers so far this year. But these stocks still trade at attractive valuations for opportunistic investors who are late to the rally. Read More

Emerging-market consumers will see their wages rise in 2012. That means more profits for companies that cater to their needs. Read More

Economists are scrambling to adjust their bearish predictions for China’s growth. It’s time to recognize the Middle Kingdom for its contribution to the global economy. Read More

It’s time to develop investment strategies for next year. Emerging markets and the US (that’s right, the US) will support respectable global economic growth in 2012. Read More

Shares of coal mining companies have sold off indiscriminately amid concerns that a global economic downturn will sap demand from Chinese steel producers. But Asian demand remains robust and supports a long-term bull market for coal. Read More

We were among the first to sing the praises of Malaysia. Years later, our investment case continues to play out. Read More

Demographics and economic fundamentals in China and other emerging markets will continue to drive demand for metallurgical coal. Read More

Conspiracy theories about the Fed’s intentions make for enjoyable reading, but they don’t help investors with the decisions that really matter. Read More

China's announcement that it has suspended new nuclear power project approvals has rattled the nuclear power industry. Investors should remain calm: Nuclear power is here to stay. Read More

Chinese real estate will be among the top winners once the market realizes that authorities won’t kill the Middle Kingdom’s housing boom and that the global economy is healthier than most believe. Read More