Dustinian

Russia: Leading the BRIC Rally

Because the foreign investor has money, unlike their own citizens.

I'm actually not defending Russia, but China.


On Apr 12 08:16 PM Sober Realist wrote:

> Good, realistic assessment by ZviadKavteli. Russia would be at the
> bottom of my pick of the BRIC's. Brazil would be the safest. China
> would be at the same level as Russia and India a safer bet than the
> aforementioned two. Totalitarian regimes practicing capitalism have
> no respect or regard for investors. Why would they care about you,
> the foreign investor, when they have no regard for the human rights
> of their own citizens.

Pullback on Monday?

Yup, pullback on monday.

China: Let's Declare the Crisis Over

I agree with the sentiment that the recent bounce was essentially an artificial boost, and furthermore, that many in Hainan got a bit ahead of themselves. Nevertheless, I feel that China has indeed hit bottom and the government would be wise to introduce another stimulus to boost domestic consumption once a pullback is seen.

I still like China's prospects more than any other country in the world.

How Will the U.S. Stress Tests Impact Asia?

I really doubt I will be selling Asian stocks in May. Perhaps American stocks.

How the Gold Game Could End

Which is precisely why the price fluctuations are quite mild compared to those of equities, bond yields and real estate prices.

I have always found gold to have a use in investing, though I consider it to be boring.


On Apr 19 09:03 AM yellowhoard wrote:

> Companies come and go. Bonds default. Real estate gets an annual
> tax bill. Governments print money.
>
> You're right. Gold just sits there.

Cramer's Stop Trading! The Bears' Big Bluff (4/17/09)

Cramer is an idiot.

We Should Be Fighting a Trade War with China, Not Mexico

Amen.


On Mar 19 03:55 PM Dana H. wrote:

> No, we don't need a trade war with anyone, Mr. Smoot-Hawley.

Oil Production in the Americas

Besides simply having our oil companies drill and produce off the shore of Brazil, there is a tremendous geopolitical opportunity to improve relations with Brazil through Petrobras.
Brazil seems to be continuously finding new oil and gas fields (albeit deep water ones), which the rest of the world is losing significant reserves. Brazil's future as an energy producer is a bright one. Now is as good a time as the US will have strengthen relations with Brazil.
Why not replace Mexico with Brazil once Mexican oil is depleted? Far more attractive than Hugo's Venezuela.

Pullback on Monday?

Every single time I've thought a pullback had been coming over the last month (and there have been numerous occasions) I have been proven wrong. Therefore I cannot cast my opinion one direction or the other, regardless of you nice graphs.

Country Market Performance Since the March 9 Low

China is the most attractive to me precisely because its recent rise was the lowest out of all the BRICs.

Banks No Longer in Crisis Mode

If I didn't have a vested interest in the financial well being of a few big name banks, I'd say that I'd prefer to see the top piggies of those banks squeal in fear a bit longer.

China's Stimulus Effect: Bounce or Recovery?

The CCP should take an even harder stance on financial fraud, given the recent spate of cases, as well as the abundance of lending. A campaign similar to their quite effective campaign against corruption is needed. Obviously in a country such as China there is corruption, but far less.

I am quite optimistic about Chinese economic progress. CautiousInvestor's warnings about the potential inefficiencies and excesses which arise from a command economy are valid and must be kept in mind. however, the Chinese are far smarter in these respects than the Soviets, for example, and command economies also have a great capacity for increased efficiency compared to our own economic/political system.

Currency Manipulation, China vs. Hong Kong

That should be the case but it seems that not everyone accepts that these days. Or someone has a problem with it and then smarter people must explain to him why he should publicly change his mind *cough* Geithner.


On Apr 19 10:18 AM Lok Sang Ho wrote:

> Fact is: no country ever allows its currency to float freely. To
> have the currency float freely may not only be against its own interest,
> but also against others' interests. Fact is: capital flows are massive
> today and often play havoc on any currency you can name. Exchange
> rates setting is part of monetary policy although they cannot be
> determined independently of interest rates. Everybody accepts that
> a sovereign country should have its own monetary policy.

China ETF Has Investors Cautiously Optimistic

I prefer the holdings of PGJ. But anyone should bullish an either one long.

Indian Markets Friday Wrap-Up: Late Sell-off Spoils the Cheer

There will be great volatility in Indian markets in the coming weeks, but as soon as one can see the outline of a coming government, I suggest diving back in.