One way to profit from growth in emerging markets is to invest in US companies that derive a significant portion of their business from these markets. Using this strategy one avoids the problems with the time consuming task of identifying, researching and selecting high-quality foreign companies. While investing in foreign stocks directly is a better …
Continue reading ‘25 U.S. Stocks With High Emerging Market Exposure’ »
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I have written many times before that most U.S. investors are underweight in their exposure to foreign markets. Despite the stagnant economy at home and tremendous growth in foreign markets, Americans still cling to the idea that U.S. stocks are somehow safer and better than international stocks. They can easily earn higher returns going overseas. …
Continue reading ‘U.S. Investors Putting More Money Into Foreign Stocks’ »
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’ »