Tag Archives: KMTUY
Looking for profits in China? Start with the big funds and drill down (FXI)
Analysis seem to be split on weather China’s economy is coming in for a hard landing or not, but colleagues who have been to China recently indicate see both less construction cranes and more consumption of non-necessity items such as smart phones, electronics, education and a higher standard of eating.
Caterpillar (CAT) proves that emerging economies are still building out
There is no construction crash in the emerging world, if the world’s biggest manufacturer of construction equipment is any judge — and they are.
Deere sees no slowdown in BRIC construction
Despite all the worrying about the emerging world slowing down, leading corporations still see conditions in places like China and Brazil holding up much better than in more mature economies.
Komatsu proves mining and construction are booming
If there is a slowdown in global construction, you wouldn’t know it from results issued by Japan’s Komatsu, the world’s second-biggest construction-equipment company.
