Tag Archives: DIS

Morning coffee brief

Risk-on returned to Asian equities, commodities and the forex market on G8 talks wanting to keep the euro zone together. Markets are reacting to the G8 statement over the weekend by leaders “maintaining a firm commitment to implement fiscal consolidation” for Europe. 

China Commodities Europe Greece Market Updates

Morning coffee brief

Europe’s future continues to put pressure on global markets from Asia to the U.S. European markets are in the red once again in morning trading with the CAC 40 being hit the hardest by -1.91% followed by renewed fears in Italy, which is down by -1.77%.

Analysis Asia BRICs Europe Market Updates

Check out India’s $5 billion movie industry

Motion Picture Association of America CEO Christopher Dodd says the Indian movie industry is poised to become a $5 billion industry in the next two years. The former U.S. senator was delivering the inaugural keynote address at FICCI FRAMES 2012 in Mumbai, according to a report in The Economic Times.

BRICs India

Trading the Globe Special

CNBC launched the first of its half-hour Trading the Globe specials today. Tim Seymour hosts top emerging market traders in their discussion of global investment ideas.

Replace the Dow with emerging markets stocks

The sun is setting on a decade of losses in the benchmark U.S. index, the Dow Jones Industrial Average. Now traders are sending their money to every corner of the globe on the hunt for growth and returns.

If you want to replace the Dow in your portfolio, you could see much better returns. Every one of the emerging Dow doppelgangers in this list (designed by Tim Seymour himself) is a pretty good match for one of the giants of U.S. industry — and on average, they are up over 200% over the last decade.

Dow component Emerging doppelganger
Alcoa (AA, quote) Vale (VALE, quote)
American Express (AXP, quote) Banco Bradesco (BBD, quote)
AT&T (T, quote) China Mobile (CHL, quote)
Boeing (BA, quote) Embraer (ERJ, quote)
Bank of America (BAC, quote) IDC Bank (IDCBY, quote)
Caterpillar (CAT, quote) Kubota (KUB, quote)
Chevron (CVX, quote) Gazprom (OGZPY, quote)
Cisco (CSCO, quote) United Micro (UMC, quote)
Coca-Cola (KO, quote) Fomento MX (FMX, quote)
DuPont (DD, quote) Sasol (SSL, quote)
Disney (DIS, quote) Televisa (TV, quote)
ExxonMobil (XOM, quote) Petrobras (PBR, quote)
General Electric (GE, quote) Reliance Industries (no ADR)
Home Depot (HD, quote) Homex (HXM, quote)
Hewlett-Packard (HPQ, quote) Lenovo (LNVGY, quote)
IBM (IBM, quote) Infosys (INFY, quote)
Intel (INTC, quote) Taiwan Semiconductor (TSM, quote)
JP Morgan (JPM, quote) ICICI Bank (IBN, quote)
Johnson & Johnson (JNJ, quote) Dr Reddys (RDY, quote)
Kraft (KFT, quote) Brasil Foods (BFRS, quote)
McDonalds (MCD, quote) Yum Brands (YUM, quote)
Microsoft (MSFT, quote) SAP (SAP, quote)
Merck (MRK, quote) Ranbaxy (no ADR)
3M (MMM, quote) Samsung (no ADR)
Pfizer (PFE, quote) Teva (TEVA, quote)
Procter & Gamble (PG, quote) Unilever (UN, quote)
Travelers (TRV, quote) China Life (LFC, quote)
United Technologies (UTX, quote) Hyundai (no ADR)
Verizon (VZ, quote) China Unicom (CHU, quote)
Walmart (WMT, quote) Walmart Mexico (WMMVY, quote)

The next growth engine

As rising debt and slowing demand hobble the Western world, traders are hunting for the globe

Trading the Globe