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Foreign “Bubble” Over? Or Not

Posted by ttfrenzy on August 20th, 2009

In October of last year we looked at a column in the NY Times by the Oracle of Omaha himself, Warren Buffett. Months ago in 2008 Warren Buffett was a buyer of American companies such as Goldman Sachs, General Electric, and Conoco Phillips. However, more recently he has begun distancing himself from American companies in the near term.

International investment - China’s bold measures to confront the economic crisis make it a great place to invest, says Don Miller. And the best places to find profits are in infrastructure, consumer goods and energy sectors.

stock market investment - After falling 35% in 2008, US stocks are now trading at only 10.6 times forecast earnings, well below the historical average. But are they good value yet?

6 Ways To Prepare For The Market Rebound

Posted by MurrayRothbard on November 13th, 2008

Whether you agree with them or not, the bailout programs will keep on coming. Keith Fitz-Gerald looks at the key impact these will have on the dollar, commodities and global stocks. He says we could be in line for a market rebound by mid-2009, and suggests six ways to prepare your portfolio now.

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.

Keith Fitz-Gerald says the recession that is now inevitable in the US and Eurozone will not necessarily evolve into a worldwide contraction. US influence in the global economy is waning, while China’s is growing rapidly. Keith says countries with high cash reserves and low external debt should bounce back strongest in the long term.

No Refuge in Emerging Markets

Posted by MurrayRothbard on October 23rd, 2008

You can stick a fork in the U.S. economy. It’s done. Hope for an abbreviated European slowdown has also evaporated. So now the world turns its desperate eyes towards the developing world. And it ain’t looking good there either.

Why You Cannot Afford to Ignore China

Posted by MurrayRothbard on October 22nd, 2008

China’s economy is slowing. But the country is still investing heavily in the future says Irwin Greenstein. He says the post-Olympic malaise will soon be replaced with massive construction and infrastructure projects that will last decades. Irwin thinks these are the trends that long-term investors cannot afford to ignore.

Regulators around the world are tightening the noose around the scapegoat de jour, short sellers, with Hong Kong now ready to kick out the chair from under them. The Standard reported today that Hong Kong is ready to impose the ban, which could take effect immediately.

Why Brazil Is the Best of the BRICs

Posted by MurrayRothbard on September 30th, 2008

The turmoil in US stock markets is making all the headlines. But BRIC nations are facing a much deeper crisis in their stock markets. Despite recent setbacks, however, Andrew Gordon reckons Brazil is the most likely of the pack to weather the current financial storm.

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