Investing

Why Warren Buffett believes in Kraft

posted on February 22, 2012 at 3:45 pm by Jonathan Yates

Warren Buffett is famous for telling Berkshire Hathaway (BRK-A, quote) acquisitions, “keep doing what you have been doing.” Good management is critical to his evaluation of companies, which is why his long tenure as Kraft’s (KFT, quote) largest shareholder speaks well of it.

Consumer Developed Multinationals Food Investing

Jim Rogers ‘talking his book’, but his ETF no chart topper

posted on February 22, 2012 at 11:15 am by Jonathan Yates

Legendary investor Jim Rogers is legendarily short on equities and long on commodities, and the Rogers International Commodity Index is the embodiment of his ideas. Unfortunately, the Rogers International Agriculture Commodity ETF (RJA, quote) doesn’t quite live up to its billing.

Commodities ETFs Food Investing

Experian sets sights on Latin America

posted on February 22, 2012 at 9:15 am by Richard Rittorno

Experian (EXPGY, quote) is teaching its employees how to say “credit” in Portuguese. The Irish credit report company is been targeting the growing consumer class in the emerging markets, particularly in Brazil.

BRICs Emerging Markets Investing Premium Content Stocks Strategy

Run with the bulls and the WisdomTree India Earnings Fund

posted on February 22, 2012 at 8:15 am by Jonathan Yates

One of every six beings on the planet is Indian, which makes the WisdomTree India Earnings Fund (EPI, quote) an essential holding for the individual investor. EPI offers efficient and effective exposure to blue chip companies like Tata Motors (TTM, quote) and Sterlite Industries (SLT, quote).

BRICs ETFs India Investing

A-share rebound will benefit Chinese life insurance

posted on February 22, 2012 at 7:07 am by Chris Aylott

Analysts at DBS Group Research see the A-share market as the “Sleeping Dragon” of the Chinese stock market. After lagging badly for the last two years, the A-shares are poised for a rebound, and China’s life insurance companies have holdings that will benefit.

China Investing Stocks

Unilever and Procter & Gamble expanding in Vietnam

posted on February 21, 2012 at 9:15 am by Jonathan Yates

Investors looking to profit from the 7% annual growth that Vietnam has averaged over the last decade should consider Unilever (UL, quote), the Procter & Gamble Company (PG, quote) and the Market Vectors Vietnam ETF (VNM, quote).

Asia Commodities Consumer Food Investing

Profit from the expanding Chinese economy with FXI

posted on February 21, 2012 at 8:30 am by Jonathan Yates

Exchange traded funds such as the iShares FTSE/Xinhua China 25 Index (FXI, quote) are among the most effective tools for investing in emerging markets. They provide diversity, low transaction costs, mitigated foreign exchange risks and exposure to a wide variety of individual stocks.

China Energy ETFs Investing Strategy Telecom

Walmart takes over Chinese e-commerce company

posted on February 20, 2012 at 4:45 pm by Chris Aylott

Walmart’s (WMT, quote) plans for global commerce took a big step forward today as the world’s largest retailer announced its purchase of a controlling stake in the Chinese e-commerce website Yihaodian. If the Chinese government approves the transaction, Walmart will gain significant footholds in both the Chinese market and e-commerce.

China Consumer Internet Investing Retail

After lucrative 2011, Delphi Automotive looks to Asia for growth

posted on February 18, 2012 at 10:20 am by Jonathan Yates

Delphi Automotive (DLPH, quote) has stepped out from under the wing of General Motors (GM, quote), and its first set of post-IPO earnings reflects it. Profit nearly tripled in 2011, and revenue rose 7% thanks to rising global auto production and the company’s strong growth in Europe and Asia.

Asia Cars Europe Investing Strategy

What’s missing from Chinese stocks? A free market.

posted on February 17, 2012 at 4:40 pm by Jonathan Yates

China has some fantastic companies with low price-to-earnings ratios and high dividend yields. So why aren’t CNinsure Inc (CISG, quote), Xinyuan Real Estate Co. (XIN, quote) and Tianyin Pharmaceutical Co. (TPI, quote) trading at the prices that shareholders deserve?

China Investing