For now, investors should regard the US dollar’s strength as a counter-rally in a well-established downtrend. Read More
Global Income Weekly
While people worry about Google (NSDQ: GOOG) and investing in China, the country’s trade growth increased in December to 17.7 percent year over year, easily surpassing consensus estimate of 5 percent. Read More
Research Editor Hannah Hsu spent New Year’s in Taiwan. Although we’ve analyzed Taiwan’s investment opportunities in the past, what follows is a glimpse of everyday life in the island. Read More
In fall 1910 six men set forth from New Jersey, bound for Georgia on what turned out to be arguably the most bountiful “hunting trip” in the history of mankind. Read More
I expect global markets to start 2010 on a positive note and generate strong returns in the first quarter. Asia will be the key performer again--not only in terms of stock market strength but also economic resiliency. Read More
I expect that inflation in China will remain comfortably below 3 percent next year. The reason being that the Chinese government also controls the main levers of the Chinese economy, especially bank lending. Read More
I continue to be bullish on names that will benefit from an uptick in private consumption and industries that will be supported by elevated liquidity levels. Read More
As I expect global markets to close out 2009 with a strong finish and begin 2010 with positive momentum, I continue to recommend that investors maintain or add to their exposure to Asian equities. Indonesia is one of my favorite markets in the region. Read More
As I remain bullish on oil’s long-term prospects, this week’s installment of Emerging Market Speculator features energy expert Elliott H. Gue’s take on key developments in the global oil market. Mr. Gue is the editor of The Energy Strategist and MLP Profits. Read More
For now central banks will continue their accommodative monetary policies, as they know that the recovery is fragile and sentiment is not at its best. It would be be premature to shift your whole portfolio to defensive sectors, as these should underperform if markets close the year higher. Read More