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Posted
Oct 09 2009, 09:07 AM
by
InvestorPlace
Rating:
Money Blog: Top Stocks Blog - MSN Money
This article was written by InvestorPlace's Jim Woods.
If you've been paying attention to events outside the confines of U.S. borders, you likely already realize that the really big investing profits aren't going to be made in companies based in America.
While the U.S. still is the largest economy in the world, it's a behemoth that's become winded. Moreover, when I look at the mindset of our current political leadership, I don't see much in the way of pro-capitalist, pro-growth policies. In fact, I see just the opposite. Ironically, it's a communist country that's actually become the bastion of burgeoning capitalism. That country, of course, is China. Bing: More on China Stocks
I'm a big fan of investing in China, and I think every savvy investor needs to have at least some exposure to stocks based in that country. So what, in a nutshell, are my three irrefutable reasons why you should ride the China bull
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Posted
Sep 28 2009, 09:54 AM
by
Minyanville
Money Blog: Top Stocks Blog - MSN Money
 This article was written by Minyanville's Kristin Graham.
Since its collapse in 2008, the Shanghai Index has been in recovery mode; that is until my arrival in late August.
Six weeks ago, I headed off to Shanghai, ready to immerse myself in a country full of growth and investment potential. I haven’t been left with a good first impression. The Shanghai Index has plummeted more than 20% since I set foot in the Middle Kingdom.
Unfortunately, I don’t think the correction is over just yet.
For starters, the launch of a new Nasdaq-style market dubbed the “Growth Enterprise Market” is causing a liquidity squeeze as capital is being reallocated to new subscriptions. There’s also a lineup of new blue chip public offerings on the main boards that will also add to the share glut.
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Posted
Sep 25 2009, 10:04 AM
by
Minyanville
Rating:
Money Blog: Top Stocks Blog - MSN Money
This article is written by Minyanville's Keith Fitz-Gerald China is toughening disclosure rules for government officials -- the latest in a series of moves that should level the playing field for foreign investors who like the country’s profit potential but fear its risk. To see more on how to profit on China, see my previous article Three Ways to Connect with China's Profit Pathway. According to the Central Commission for Discipline Inspection (CCDI), top officials at various levels of government must now file reports that detail their personal property holdings and investment activities. What’s more, these reports must also disclose investment moves made by spouses, children, and other members of the immediate family.
This represents a major upgrade from a 1997 disclosure rule that required top party officials to report whenever they bought or sold houses, married foreigners, or traveled abroad. Known then as the Regulations on Reporting Personal Matters by Leading Officials, the 1997 rules applied only to congressional members, administrative senior staff, judiciary members, and those in China’s state-owned enterprises (SOEs) who held a rank of county official or higher.
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Posted
Sep 24 2009, 11:49 AM
by
Jim Jubak
Rating:
Money Blog: Top Stocks Blog - MSN Money
 As I wrote earlier today, I think the short-term commodities cycle has turned.
China's buying spree, which fueled a furious commodity rally in the last six months, is, if not over, slowing. China's buying in the second half of the year is likely to be much slower than in the first six months of 2009.
Which leads to my decision to take some money off the table in the most volatile commodity stocks. Fortescue Metals Group (FSUMF) certainly fits that description. Although the stock is down 32% from my purchase date on December 19, 2007, it's up 129% from the March 9, 2009 market bottom.
Bing: Fortescue's business in China
Fortescue is so volatile because it has a double link to China.
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Posted
Sep 18 2009, 10:25 AM
by
InvestorPlace
Rating:
Money Blog: Top Stocks Blog - MSN Money
This article was written by InvestorPlace's Robert Hsu. When we hear the word “bubble,” we understandably become unnerved. It doesn’t take a photographic memory to recall the pain of the recent tech bubble, the real estate bubble, and the financial bubble. So, when people start talking about a China bubble, I think this requires some serious consideration. But before we can address the China bubble issue -- or myth, as I see it -- we have to consider the larger issue of how governments around the globe are fighting the recession. Bing: More on China Stocks
As you know, global governments and central banks have used aggressive monetary easing over the past year to help their respective economies recover from the financial and economic crisis. This key stpe should be fairly familiar to most investors, though -- it's been used for years to fight recessions.
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Posted
Sep 14 2009, 03:37 PM
by
Jon Markman
Rating:
Money Blog: Top Stocks Blog - MSN Money
President Obama's tough-love speech to Wall Street on Monday underlined the increasing importance of government's role in the markets over the coming years. Whether you call it state capitalism, socialism or some other epithet, investors have come to believe policy makers worldwide must keep up their application of adrenaline to financial systems while businesses and consumers are getting their act together.
Any hint of withdrawal of governments' love will spook the markets, so you really need to put your antenna up every time policy makers speak on this subject. In the past week were three important comments along these lines in China, Europe and Washington. Pay attention.
Chinese Premier Wen Jiabao pledged Thursday to continue his government's aggressive stimulus efforts, saying the world's third-largest economy faces persistent problems and uncertainties from the global recession despite an upturn in growth. The Wall Street Journal reported that in a speech to business leaders at a World Economic Forum meeting in the northeastern port city of Dalian, Wen reaffirmed the government's confidence that it can reach 8% growth in gross domestic product this year.
He said Beijing's efforts to propel growth have been "timely, forceful and effective." China's economic growth accelerated in the second quarter to 7.9% from a year earlier, up from 6.1% in the first quarter. Wen didn't offer fresh initiatives or discuss additional outlays beyond the already announced stimulus spending. So far so good; this will keep China in rally mode.
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Posted
Sep 14 2009, 03:30 AM
by
Douglas McIntyre
Rating:
Money Blog: Top Stocks Blog - MSN Money
 China has voiced unusually strong objections to tariffs on its tire exports to the U.S. The American government believes that the Chinese are targeting the industry, which is costing U.S. jobs. Labor unions will like the decision, as will a number of members of Congress who think China does not work on a level playing field when it comes to trade.
China has already begun the process of retaliation. It has the upper hand in a trade war with the U.S. and it is about to use that hand to prove its supremacy.
The mainland government has said it will scrutinize U.S. imports of chicken and auto products and may put limits on them. The Chinese Ministry of Commerce said that China "has consistently opposed trade protectionism, and the country’s actions since the financial crisis have reflected this stance.”
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Posted
Sep 11 2009, 03:53 AM
by
Douglas McIntyre
Rating:
Money Blog: Top Stocks Blog - MSN Money
Apple (AAPL) has a deal with China Unicom (CHU) to sell its iPhone on the mainland. The deal, however, is not exclusive. The head of China Mobile (CHL), which has 500 million subscribers and is the world’s largest cellular company, says his firm is in talks with Apple about selling the iPhone, which would give the U.S. company a second partner in the world’s most populous nation.
A deal with China Mobile could transform Apple’s already successful handset business. Apple sold just over 5.2 million iPhones in its last quarter. The distribution of the product in Asia is almost non-existent.
Revenue from the iPhone was nearly 20% of Apple’s total sales in the period that ended June 27. This does not include some deferred revenue attached to sales through AT&T (T). The iPhone is by far Apple’s fastest-selling product. The company’s ability to continue double-digit sales growth almost certainly hinges on the iPhone’s future, as the sales growth of the iPod and Mac slow.
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Posted
Sep 10 2009, 04:04 AM
by
Douglas McIntyre
Rating:
Money Blog: Top Stocks Blog - MSN Money
A new report from the China Greentech Initiative, which is made up of several dozen alternative energy companies and government organizations, says that the potential for green technology sales in China is as much as $1 trillion.
PricewaterhouseCoopers helped compile the research.
The report says that the total green tech “addressable market” in the world’s most populous country is roughly comparable to 15% of China’s forecasted GDP in 2013.
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Posted
Sep 08 2009, 04:09 AM
by
Douglas McIntyre
Rating:
Money Blog: Top Stocks Blog - MSN Money
 The World Economic Forum says that the United States is no longer the world’s most competitive economy. Switzerland has taken that role. The culprits behind the U.S. position are its weakened financial markets and what the organization calls worsening macroeconomic stability. As part of the project, more than 13,000 business leaders were polled in 133 economies.
Rounding out the top 10 nations in global competitiveness in the report were Singapore, Sweden, Denmark, Finland, Germany, Japan, Canada, and the Netherlands.
The analysis has a number of weaknesses. The report defines competitiveness as the "institutions, policies, and factors that determine the level of productivity of a country.” That, in turn, is based on twelve factors: 1) the effectiveness of institutions, 2) infrastructure, 3) macroeconomic stability, 4) health and primary education, 5) higher education and training, 6) goods market efficiency, 7) labor market efficiency, financial market sophistication, 9) technical readiness, 10) market size, 11) business sophistication, and 12) innovation.
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