Category Archives: Feature Article
The Tech Bull: Plenty of Room Left to Run
Despite its prolonged outperformance, the technology sector still enjoys substantial growth opportunities in the year ahead. That’s particularly true in emerging markets, where corporations are making long-needed IT investments and a rising middle class is eagerly demanding the latest web-enabled gadgets.
The Tech Bull: Plenty of Room Left to Run
Despite its prolonged outperformance, the technology sector still enjoys substantial growth opportunities in the year ahead. That’s particularly true in emerging markets, where corporations are making long-needed IT investments and a rising middle class is eagerly demanding the latest web-enabled gadgets.
France: Plus ça change…
Chronic economic woes in developed countries such as France underscore how the global economy is undergoing a momentous shift in power from West to East. This means that the current weakness in Asian markets is an opportunity to buy into the most powerful investment story of our time. Read More
Sun Rising Over Japanese Stocks
Even after its solid performance so far this year, the Japanese market remains one of the world’s cheapest. The expectations bar has been set relatively low for Japanese corporate earnings growth; a pick-up in the global economy this year should boost these well-positioned plays in the country’s retailing and real estate sectors.
Buy the Mine, Not the Metal
Mining companies that manage their capital to consistently grow production and reserves, while controlling costs, always finish the cycle on higher ground, raising shareholder value. Read More
Asia Still Strong
Investors should substantially increase their positions in Asia, as this still-robust region continues to prove resistant to the economic woes plaguing the indebted developed world. Read More
The Pacific Ring of Fire
The telecommunications, financial and commodity sectors of the Indonesian stock market are fired up for growth, but they’re still trading at reasonable valuations. This issue, we’re adding an ETF to the model portfolio that gives individual investors access to this country’s major economic players.
First Quarter 2012: Market Beating Performance
Vibrant, long-term opportunities underpinned our Model Portfolio’s solid performance in the first quarter of 2012.
Steel Stocks Steal The Show
The recent gains of steel producing stocks could be a prelude to a rally in this sector. Now’s the time to consider the stocks of well-positioned steel producers, as demand for this crucial alloy picks up. We look at one Korean-based maker of high-quality steel whose prospects are particularly strong. Read More
