The jury is still out on whether China’s massive infrastructure-based stimulus package is the best way to rescue the economy. But Martin Hutchinson says it is great news for suppliers of raw materials. He picks 5 companies that will benefit from the injection of cash. Of those, Martin says Brazil’s iron ore producer Vale (ADR: RIO) is the best value buy.

Martin Hutchinson analyses what a Democrat landslide means for investors. He says nuclear and clean energy stocks, auto manufacturers, generic drug producers and muni bonds are a “buy”. But fossil fuel companies and financial institutions should be avoided.

Hank Paulson wants to spend $700 billion to buy up banks bad debt in the hope it can ‘fix’ the crisis on Wall Street. But there are ways to profit from the madness. Martin Hutchinson has picked three winners.

If you’ve visited Contrarian Profits this week, you’ll know we don’t think highly of the Fannie Mae (NYSE:FNM) and Freddie Mac (NYSE:FRE) bailout. That doesn’t mean we can’t find a way to profit from the mess.

India and China both have sky-high growth potential. But India holds an edge over China as an investment play, says Martin Hutchinson in Money Morning: It’s problems are out in the open whereas China’s are not.

Global investors need to “hit the BRICs” – literally. Back in 2003, the Goldman Sachs Group Inc. (GS), eager to push its clients towards global investing – especially in the emerging markets – invented the acronym “BRIC” (Brazil, Russia, India and China) to represent the four emerging markets it believed were destined to become dominant economies in the years to come.

India is suffering high inflation, its growth is slowing and there are signs that a credit crunch is about to hit. But this can work to the advantage of investors. Without these problems, India’s stock market would be trading at 40 times earnings - and not 18 times earnings, as it is now.

In this column we’re going to explore income alternatives available from short-term investments in foreign currencies, a strategy that capitalizes on both the general sogginess of the dollar and the higher yields available from some markets abroad.

The federal budget deficit hasn’t received a lot of press lately, what with all the worries about the U.S. financial system, the home mortgage market, and the rescues that might be necessary to save both.