Fund flows are a lagging indicator; was this impact seen in December? The S&P 500 is seeing a decent earnings season and relief over the fiscal cliff and debt ceiling delays, giving investors places to cover shorts and buy inexpensive mega-cap valuations?

Analysis BRICs Emerging Markets Insight Tim Seymour

Is now a good time to invest in Caterpillar stock?

posted on November 28, 2012 at 7:00 am by Mitchell Hall

Caterpillar stock (CAT, quote) is scraping its 52-week low of $78.25, trading at $84.54 at the time of writing. This is down from its 52-week high of $116.95, and CAT has been recently downgraded by JP Morgan Chase from overweight to neutral. Is the blue chip emerging markets play still a good bet?

China Construction Developed Multinationals Mining

What effect will the power transition have on the Chinese economy?

posted on November 12, 2012 at 10:30 am by Sean Geary

With this week’s once-in-a-decade power transition in China, investors are in the process of evaluating how to modify their investments in the Chinese economy (FXI, quote) in order to take advantage of the next generation leaders’ initiatives.

Analysis China Consumer Politics

Cummins upgrades to “engine producer of the world”

posted on October 19, 2012 at 10:00 am by Tim Seymour

Columbus, Indiana-headquartered Cummins Inc. (CMI, quote) designs, manufactures, distributes and services diesel and natural gas engines which are dominant in European and emerging markets.

Emerging Markets Insight Investing Picks Stocks Tim Seymour

Trading The Globe: Caterpillar gets ploughed

posted on September 26, 2012 at 2:00 pm by Emerging Money

While negative earnings guidance has knocked the share price of Caterpillar (CAT, quote) down, this doesn’t necessarily bode poorly for mining stocks, which if anything, are looking attractive right now.

Construction Mining Tim Seymour Trading the Globe

Trading The Globe: What we can learn about emerging markets from Caterpillar’s earnings

posted on September 25, 2012 at 10:00 am by Tim Seymour

Construction and mining equipment giant Caterpillar (CAT, quote) was a very different beast at its analyst day in Vegas compared to in 2011.

Commodities Construction Mining Tim Seymour Trading the Globe

Vale and Rio Tinto currently cheap

posted on September 21, 2012 at 9:04 am by Tim Seymour

Vale (VALE, quote) trades great. Rio Tinto (RIO, quote) management are saying similar things about China, while BHP Billiton (BHP, quote) management is more reserved as usual.

China Emerging Markets Insight Mining Premium

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