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Remember Reaganomics? Well when the new year ticked over to 2013, it became the ‘80s all over again ... in Japan, anyway. During the first week of this year, I told my subscribers in my Asia-focused trading service that “Japanese stocks — exporters in particular — are looking...
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The presidential debates were supposed to provide clarity and direction for undecided voters. But the mainstream media tells us that the outcome is cloudier than ever. From my vantage point, a Mitt Romney victory looks almost assured. And if you look at some research done by a pair of political-science...
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Wow, the column I wrote about Facebook on May 1 generated a lot of passionate response. I guess that is to be expected when you criticize a company with 900 million customers! However, it looks like others — including Facebook’s top executives and its IPO investment-bank underwriters —...
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Whether or not you’re one of the estimated 526 million people who use Facebook on a daily basis, you simply can’t ignore the fact that it generates more than 3 billion “likes” and comments on a daily basis. Social networking is clearly ingrained in our culture. So, it would make sense to invest in this...
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ExxonMobil is no longer the largest energy company in the world in terms of production. It’s been dethroned by another company that has lower labor costs, lower regulatory costs and huge expansion plans. That company is also based in China. Today I’ll tell you all about this Beijing-based...
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Chinese stocks started off with a bang this year, rallying by 10% in January and February, but struggling since Premier Wen Jiabao lowered China’s 2012 GDP growth forecast from 8% to 7.5% on March 5. Since then, a growing number of analysts and China observers have turned cautious on China. The...
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The White House recently rolled out the red carpet for the next president of China, Xi (pronounced “shee”) Jinping, in what many called a “critical” visit for the United States to build relations with the man expected to assume China’s presidency in March 2013. President...
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Like clockwork every week, I can expect to open an e-mail or two that questions my investment enthusiasm for China. Those e-mail critiques are generally along the lines of: “You are a broken record.” “All you ever do is recommend China.” “You are oblivious to/ignorant of...
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In last week's video issue , we talked about the World Bank's discouraging view of Europe and the United States, and its optimistic view about China and its Asian neighbors. This week two more international agencies, the International Monetary Fund (IMF) and the Asian Development Bank (ADB),...
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The World Bank recently reduced its estimates for economic growth worldwide and in the euro zone, and the numbers are pretty dire, as they indicate the potential of a world recession on par with, or even worse than, the economic climate in 2008 after the collapse of Lehman Brothers. But China's economy...
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Exchange-Traded Funds have become one of the most popular investment vehicles in America, and many Asian countries are jumping on the bandwagon. But the best way to profit from this trend — and get exposure to the countries and companies driving the trillion-dollar ETF industry — might not...
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Before it was just the Obama administration, but now, just about everyone who is running in the 2012 Presidential race is jumping on the anti-China bandwagon. The U.S. Senate is proud of a recently passed bill that will impose new tariffs on imports from nations with undervalued currencies. By a vote...
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Goin' places that I've never been. Seein' things that I may never see again And I can't wait to get on the road again. No, I'm not singing an old Willie Nelson song, but instead letting you know that I am off on another great Asian treasure hunt. I love my research trips because I...
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The European debt crisis is expanding and threatening to bring down the rest of the world with it. At least that is what the "experts" are warning. But they couldn't be more wrong. New research from the International Monetary Fund, the World Bank, and several brokerage firms reveal a small...
Posted to
Uncommon Wisdom
by
Tony Sagami
on
10-07-2011
Filed under:
Filed under: Asia, Tony, Sagami, Chinese Stocks, China, Investing, Asian Investment, Invest, growth, investment, global, stocks
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All of us have heard about the La Brea tar pits in Los Angeles. But most Americans aren't as familiar with the Canadian oil sands. Don't feel bad if you haven't, because these oil sands haven't gotten a lot of attention in the mainstream media. If you invest in oil or energy stocks, this...