The huge rise in the middle-class population in emerging countries such as India, China, Brazil, etc. is leading to strong growth in automobile sales. For example, 13.6 million cars, trucks and other vehicles were sold in China in 2009 making it the largest auto market in the world ahead of the U.S. This figure represents …
Continue reading ‘Emerging Markets:Soaring Auto Sales Should Benefit Infrastructure Companies’ »
In recent years ordinary investors have been attracted to all types of commodities such as gold, silver, oil, natural gas, etc. primarily due to the poor performance of equities and also the availability of easy avenues to invest in them such as ETFs. Despite all the glamor of investing in commodities, equities are still the …
Continue reading ‘Stocks Beat Commodities In the Long Run’ »
The Great Recession that started in December 2007 ended in June 2009, according to The National Bureau of Economic Research. While the recovery from June last year has been modest, the unemployment rate has worsened since then and now continues to hover around the 10% mark. According to official figures, in November the U.S. unemployment …
Continue reading ‘Employment Growth Lags GDP Revival In Recoveries’ »
Bloomberg BusinessWeek has published the list of 50 Tech Hot Growth Companies 2010. This ranking is based on various factors such as sales growth, return on invested capital, and the change in number of employees. This year’s list confirms that China is officially a technology powerhouse with two of the five top companies represented by …
The divergence between the economic growth of emerging markets and development markets is projected to continue next year. As in the recent few years, economic growth in emerging economies is estimated to outpace growth in developed economies. The graph below shows the Real GDP Growth for Emerging Asia and Latin America relative to developed markets: …
Continue reading ‘Two-Track Recovery: Emerging Markets vs.Developed Markets’ »