June 12, 2012
in 2012, 2013, 2014, ADRs, Australia, G20, GoldMoney, commodities, diversification, foreign investment, gold, international stock market, metals, mining, penny stocks, precious metals, stock picks, wealth protection
Because you’ve already heard of BHP Billiton, here’s a compendium of 12 of the more important gold producers in Australia right now in 2012. (Many previous companies have been bought up and/or merged with larger, existing companies, so past data is not as accurate). And you know it’s time to buy gold. So, I’ve done [...]
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June 11, 2012
in 2012, 2013, ADRs, Africa, BRIC, China, Kenya, World Bank, agriculture, commodities, emerging markets, forecasts, foreign investment, frontier markets, international stock market, stock exchanges, stock picks
The year is 2012 and it is time for you to get some Kenya in your portfolio. Kenya has one of the most rapidly-growing GDPs.
Over the weekend the World Bank sent out a tweet about Kenya’s “tipping point” – by 2020, Kenya will be a full-fledged middle-class country. Since 2001, many gains have been made [...]
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June 10, 2012
in 2012, ADRs, Australia, BRIC, China, G20, commodities, diamonds, exports, foreign investment, gold, metals, mining, oil, rare metals, resources, stock picks, uranium
If you want to be poised for the next wave of genuine global growth (i.e., growth based on purchase orders, housing starts and other construction, etc.), you really need to be invested in resources.
Since China might still be too risky a play for many of you, and since I’ve already written quite a bit about [...]
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June 8, 2012
in 2012, Asia, Australia, BRIC, China, USD, bubble, central banks, commodities, foreign investment, forex, indicators, interest rates, international economy, market reports, news and updates, recession, risk, sovereign debt
Last week we were surprised to see a 25 basis point rate cut by Australia – whose inflation and unemployment levels are in a healthy range – so to now see that even China has cut interest rates, well, that’s telling you something significant about the weakness and risks facing global growth.
First Rate Cut Since [...]
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June 3, 2012
in BRIC, Brazil, agriculture, commodities, foreign investment, forestry, international economy, resources, sectors, sustainability
Looking for something different for your portfolio?
Maybe it is time for you to bump up your BRIC investing, invest in Latin America ex-Brazil or you’d like to get more specific with your agricultural investments. If so, you might have already heard about agroforestry, aka tree farms, and specifically, the wealth of Brazil’s eucalyptus plantations.
Agroforestry and [...]
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June 2, 2012
in 2012, Spain, bankruptcy, banks, bonds, central banks, collapse, consumers, currencies, debt, earnings, economy, europe, foreign investment, indicators, interest rates, international economy, savings, stimulus, wealth protection, yield
Large movements of money are under way in Europe these days, as knowledgeable Southern Europeans withdraw from Italian, Greek and Spanish banks and seek for safer places to leave their cash. This is the main push behind the drop in German Bund yields, which are now acting in similar fashion to Treasuries as a safe [...]
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May 29, 2012
in France, G8, Germany, Greece, Italy, Spain, bailout, bankruptcy, bonds, debt, deficits, economy, europe, exchange rates, forecasts, foreign investment, indicators, international economy, news and updates, politics, risk, sovereign debt
Will Eurobonds be the solution to the European fiscal mess? There’s so much debt out there already, can more European debt really be the answer?
Nevertheless, the “Eurobond” is what Italian Prime Minister Mario Monti has proposed as a way out of the European debt situation. Perhaps a Eurobond offering would calm global markets over European [...]
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