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Posts related to ‘Emerging Markets’

Fitch Joins E.U. Downgrade Waves (EWK, IRE, EIRL, IRL, EWI, TI, EWP, STD)

Posted: January 27, 2012 at 1:30 pm

Fitch has joined in on the European sovereign credit rating downgrades.  First it was S&P, but we might argue that this should have mostly been factored in already.  Is it ...
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Dividend & Replacement Cycle, Discounting Ford’s Poor Earnings (F, GM)

Posted: January 27, 2012 at 12:53 pm

Ford Motor Company (NYSE: F) is getting clocked today after earnings.  Some of the news should have been anticipated that Thai floods affected its supply chain in Asia because the ...
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The BRIC Cheer: Stimulus Coming To India (EPI, PIN, IFN, IIF, INFY, TTM, IBN, SLT)

Posted: January 18, 2012 at 11:22 am

India could finally be starting to turn itself around.  Now that the nation is no longer so ultra-concerned about inflation tearing apart its population, the country is aiming for some ...
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A U.S.-Germany-China Economic Recovery?

Posted: January 9, 2012 at 6:48 am

Germany’s economy has grown, despite trouble among its neighbors. China’s GDP is expected to grow 8% this year, which is impressive even if it is a slowdown from recent years. Most ...
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Peru Set To Win From Trade Pacts & Ratings Upgrades in 2012 (EPU, BAP, BVN, SCCO)

Posted: December 27, 2011 at 12:21 pm

Peru was recently listed as one of the few nations which could actually face a ratings upgrade in 2012.  Not all nations are being downgraded.  Recent news of a new ...
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Eight Countries With Credit Ratings Set to Rise Next Year

Posted: December 21, 2011 at 12:14 pm

It seems that all of the nations around the world are facing sovereign credit ratings downgrades or warnings of downgrades. After the United States lost its prized "AAA" rating, the threat of downgrades ...
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Kim Jong-il Death Drives Uncertain Korean Trading (EWY, KF, KEF, SKOR, PKX, KEP, SKM, ATK, RTN)

Posted: December 19, 2011 at 9:53 am

If there is one of several regions which can erupt rapidly, it is around the Korean Peninsula.  The death of Kim Jong-il (that photo is a tribute photo for him) after a ...
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Egyptian Unrest Takes Headlines All Over Again (EGPT)

Posted: November 22, 2011 at 7:05 am

If the news reports are accurate out of Cairo, things are going from bad all over again to far worse all over again in Egypt.  It turns out that the interim ...
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The 13 Countries That Own the World’s Gold

Posted: November 17, 2011 at 7:41 pm

Central banks are contributing to world gold demand. The latest data from the World Gold Council indicate even more changes among the nations holding the most in gold reserves. Those are ...
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Will Indians Remain Pepsi Loyalists or Move to Coke? (KO, PEP)

Posted: November 14, 2011 at 3:38 pm

Reports that Coca-Cola Company (NYSE: KO) is set to invest up to $2 billion in India over the next five-year period brings up an interesting question regarding its arch-rival Pepsico ...
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Ten Indicators Predicting No Double-Dip Recession (AAPL, CAT, JPM, BAC, AA, MMM, FDX, BRK-A)

Posted: October 28, 2011 at 6:43 am

The economy remains in a climate with a very weak recovery.  There is still some good news though.  All of the recent calls for a "double dip recession" grew too loud and are ...
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Business is Good for IT Outsourcers (INFY, WIT, IBM, CSC, CTSH, ACN)

Posted: October 12, 2011 at 12:32 pm

India's Infosys Technologies Ltd. (NASDAQ: INFY) reported second-quarter earnings today, and EPS came in more than 10% higher than in the same period a year ago. The company also lowered ...
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Special Report: Chart Deaths of BRIC & Emerging Markets (EEM, VWO, EWZ, BRF, ECH, CH, RSX, TRF, CEE, EPI, PIN, IFN, IIF, FXI, GXC, TAO, HAO, CHN, TDF)

Posted: October 3, 2011 at 6:46 pm

The old saying goes, "When the U.S. sneezes, the rest of the world catches a cold."  But what about when Europe gets the flu and when China and India drink ...
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Chanos Keeps Shorting China… and Winning (FXI, GXC, TAO, CHN, TDF, MPEL)

Posted: September 21, 2011 at 7:56 am

Fund manager Jim Chanos has been pretty vocal about the risks in China from its economy to its debt levels to its real estate market.  He goes on to say ...
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McDonald’s Great Expansion Over The Great Wall of China (MCD, SBUX, YUM)

Posted: September 13, 2011 at 1:42 pm

If we can't get the Chinese to ease up on US solar panel makers, at least we're getting them to eat our food. A new research note indicates that McDonald's ...
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