Investing

Value investors should take a second look at Cemex

posted on May 1, 2012 at 6:00 am by Jonathan Yates

In the value school of finance propounded by Benjamin Graham and Warren Buffett, investors seek out companies that are selling for less than the value of their assets.

Analysis Construction Investing Latin America Mexico Real Estate

Searching for a stock with both growth and income? Head to Indonesia

posted on April 27, 2012 at 3:00 pm by Jonathan Yates

In a financial epoch in which American phone giants such as AT&T (T, quote) and Verizon Communications (VZ, quote) have ossified into investments suitable only for the income component, Telkom Indonesia (TLK, quote) is posting strong growth numbers.  

Analysis Asia Frontier Markets Indonesia Investing Telecom

TGS is down along with YPF – but rising

posted on April 24, 2012 at 2:30 pm by Jonathan Yates

Transportadora de Gas Del Sur SA. (TGS, quote), or Gas Transporter of the South, is the largest transporter of natural gas in Argentina, and its stock has crashed.

Analysis Commodities Investing Latin America Natural Gas

The big fertilizer play flying under the radar (for now)

posted on April 23, 2012 at 3:30 pm by Richard Rittorno

What do natural gas (UNG, quote) and corn (CORN, quote) have in common? If you said fertilizer, you are correct. Natural gas is the key ingredient in producing Anhydrous ammonia, a nitrogen based plant fertilizer. 

Analysis Commodities Fertilizer Investing Premium Strategy

Time for a dose of Dr. Reddy’s

posted on April 20, 2012 at 8:00 am by Jonathan Yates

Dr. Reddy’s Laboratories, (RDY, quote) a drug manufacturer headquartered in Hyderabad, India, has been just what the doctor ordered for its shareholders: up 16.92% for the year. Based on the technicals of the company, shareholders can look forward to further gains.

Analysis Emerging Markets India Investing Pharma Stocks

Looking for dividends in Chinese real estate?

posted on April 19, 2012 at 9:00 am by Chris Aylott

Emerging market investors have a new opportunity to reap dividends in the Chinese real estate market. Xinyuan Real Estate Co., Ltd. (XIN, quote) announced yesterday it will pay a quarterly cash dividend of $0.04 per American Depository Share in May. 

China Investing Real Estate

Emerging market ETF breakdown reveals the bears to watch

posted on April 18, 2012 at 11:00 am by Scott Martin

From a technical point of view, emerging markets have gotten a nice lift over the last week. But not all slices of the globe have bounced back equally.

Analysis Emerging Markets ETFs Investing

Pro tip: To avoid fraud in Chinese stocks – look for dividends

posted on April 18, 2012 at 9:30 am by Jonathan Yates

Three Chinese companies have announced problems with their financial statements this week. Share prices are plunging and trading could be halted, but it’s already too late for shareholders.

China Investing Strategy

Meet the emerging markets ETF that focuses on dividend income

posted on April 12, 2012 at 1:00 pm by Jonathan Yates

Investors looking for increasing dividend income from emerging market companies have an exchange traded fund just for them: the Powershares International Dividend Achievers ETF (PID, quote).

Analysis ETFs Investing

A third bailout for Greece means time to go bargain hunting

posted on March 30, 2012 at 2:15 pm by Jonathan Yates

As detailed in many previous articles, the euro zone debt crisis is far, far from being resolved. Earlier today, Greek Prime Minister Lucas Papademos stated that a third bailout package might be needed if measures instituted do not revitalize the economy.

Analysis Banks Countries ETFs Euro Europe Greece Investing Politics Stocks Strategy