Category Archives: Stock Spotlight
Taiwan Semiconductor: in the Chips
If you’re looking for a play on the global technology boom, you’d be hard-pressed to find a better stock than this leader in semiconductor manufacturing. As the world’s largest dedicated integrated circuit foundry, the company is positioned to benefit from the insatiable appetite for smartphones, media tablets and other portable devices.
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Indonesia Calling
Low penetration levels in mobile, a booming population and still-healthy economic growth all add up to big returns for this dominant telecom stock in Indonesia. Read More
Chinese Banks: Down But Not Out
China-based banks, especially the “Big Four,” remain undervalued because of fears about the country’s growth prospects. However, the Chinese economy is expected to put in a respectable performance this year, which should lift shares of the Middle Kingdom’s banking sector.
Changing Horses
Forget the old saw, about not changing horses in midstream. Sometimes, we see a company that’s in the same business as one of our portfolio picks that we like better, so we make the switch. We’ve enhanced our Metals and Mining Portfolio with a commodity titan that’s poised to take off.
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Big Footprints in China
China is the world’s largest footwear manufacturer, accounting for more than 60 percent of global production. This stock is the top play in this booming sector.
Indonesia Calling
Among emerging markets, Indonesia often gets short shrift from investors, despite its stellar growth prospects. One of the country’s best plays is telecommunications; we dial up our favorite stock.
Ripples in Hong Kong
An anti-corruption probe of the premier property developer in Hong Kong presents a rare buying opportunity for investors willing to ride out the short-term uncertainty. Despite a sharp drop in its stock price, this company remains fundamentally strong.
POSCO: Poised to Pop
This South Korean-based steelmaker is well placed to benefit from the cyclical turn in the steel industry in the second half of the year, as well as continued growth in emerging economies coupled with operational efficiencies.
An African Bank Shifts Its Focus
This South African bank is in the midst of reorienting its operations from overseas emerging markets in favor of its home continent. The bank is firmly established in South Africa, but its growth story depends upon successfully extending its brand to the rest of Africa.
