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Emerging Markets

How to Profit from the Best MSCI Emerging Markets Index Countries

MSCI Emerging Markets Index

The MSCI Emerging Markets Index countries are off to a hot start this year.

But for investors looking to get a piece of the MSCI Emerging Markets Index, the better option is not the obvious one. The tracking ETF for the market benchmark is flat this year, while the actual index is up almost 12%.

Here's a better way to play emerging markets...

Profit from China's Currency Move

profit from China’s currency Unadjusted

China's ambitions for superpower prominence are no secret.

But that requires recognition on the world stage.

Inevitably, that also means a greater role for China's currency, the yuan, in the global finance arena.

There are clear and visible signs that China's currency is on the march to that global position, yet until now they've been underreported.

It's an unstoppable trend, and we can take advantage by taking these critical steps...

The China Bears Are Dead Wrong

Country China map

When Gannett Newspapers posted me to China in 1996, the Pudong area of Shanghai was just beginning its transformation from swampy farmland and ramshackle wharves into a thriving financial district. Today it's one of the world's key financial centers, home to more than 5 million people, one of the world's tallest buildings, and an international airport.

When Apple shopped for a site for its first Shanghai Apple store, it chose a spot in Pudong.

The Pudong "experiment" has done so well, in fact, that Pudong has emerged as one of China's real financial anchors. Indeed, The Wall Street Journal recently wrote that "today, as worries of a China property crash are back in force, there is an unlikely bright spot: Pudong."

Since 1990, the amount of surface-area construction that's taken place in Pudong is the equivalent of two Manhattans. And while Pudong was conceived as an international gateway, it's actually become a model of how development should take place, as China's economy shifts from one focused on exports to one being driven by domestic spending.

It's nothing short of miraculous...

The Worst Advice Wall Street Ever Gave

Wall Street

A Wall Street money manager quoted in a recent column in the Wall Street Journal said that investors should make sure they have exposure to emerging markets.

When I read that statement, I was floored. This may be the worst investment advice Wall Street ever gave.

Here's why this advice is so terrible - and what you should do instead...

Investing in India: 600 Million Reasons to Keep Your Eyes on This Country


At Madison Square Garden on Sept. 28, Indian Prime Minister Narendra Modi announced to our nation's top corporate and political leaders that India is now open for business.

As old as India's culture is, millions of its citizens seek the contemporary American dream of opportunity and prosperity.

Here's how Modi plans to deliver on this promise - and what it means for those investing in India...

New List of the Best Stocks to Buy in Tech, Emerging Markets, Energy, and More

stocks to buy

Each week our experts dish out the latest profit plays for our Money Morning Members - all for free.

Last week our picks included two ways to cash in on sub-Saharan Africa's $1 trillion resource rush, a leader-turned-laggard that's about to reverse course and bring tremendous upside to investors, and a way to profit from the end of the U.S. oil export ban.

Get the full list of our best stocks to buy now and start profiting today…

Finally, a Safe Way to Own a Piece of Africa's $1 Trillion Resource Rush


Right now the World Bank, along with a small, publicly traded company that we'll show you in a moment, is on a $1 billion quest to map sub-Saharan Africa's mineral wealth.

That's a big, expensive job, of course, but the inevitable payoff will reach into the trillions.

And we have the perfect opportunity to play along, before anyone else even realizes this is happening...

Argentina Stock Market Crash Reverses After Today's Deal – for Now

stock market crash argentina

Monday, a stock market crash to the tune of a 12.22% drop hit the Merval Argentina (BCBA: IAR), the most important index of the Buenos Aires Stock Exchange. The index fell to 5,847.78 by market close on Monday – 15% from its all-time high hit just six days prior.

But today, Argentina’s stock market got relief. Stocks are up 1.14% after the country’s lawyer said it will negotiate with a group of hedge funds that are suing over $1.33 billion in bonds.

The move is historic since Argentina had said it would never negotiate with the group – but, after what happened this week, they had little choice...

The Search for Yield, Emerging Markets, and a Wacky Divergence

emerging markets

Let's talk a little more about divergence - as in wacky divergences.

Last time, we looked at divergence through the lens of interest rates and how rates - principally measured by the yield on the U.S. Treasury 10-year note - were going lower when they were expected to move higher as the Federal Reserve tapers its monthly bond purchases.

But there's another divergence at work, and it strikes me as dangerous.

We're talking about the rising prices of emerging markets stocks and bonds...

This Is Like Investing in China… In 1980

investing in China

Hardly anyone would argue that China isn't an economic miracle.

Over the last 20 years, its 1.3 billion people have propelled the Chinese economy into the world's No. 2 spot.

But two decades of blistering 10% annual growth have moderated to 7%.

However, a potential sea change is underway in its southern neighbor, India.

With a new, impressive prime minister, and a burgeoning consumer population, they're setting up as the next economic miracle... Full Story

Stake Your Claim to $70 Billion of Global Growth

Emerging markets frequently promise better returns than their domestic counterparts.

Still, they come with a special set of (manageable) risks that we don't always find at home.

A profound reaction to the Fed's tapering, higher-than-comfortable inflation, current account deficits, and outright political instability have all made for a volatile 2014 in the emerging markets.

It's easy to see why. Investors are worried about how they'll be impacted by the tapering of the Federal Reserve's bond purchases. And now Brazil, India, Indonesia, Turkey, Russia, and South Africa are now experiencing inflation of 6% to 7%.

Those same countries are facing current account deficits of between 4% and 7%, which places downward pressure on their currencies and upward pressure on inflation and interest rates.

And political volatility in Russia, Ukraine, Turkey, and elsewhere are contributing to uncertainty that's reflected in market performance.

But the truth is, for investors who know what they're holding, these emerging markets still hold outsize profit potential.

And taking your share of this growth has never been easier, thanks to these special securities...

Read More…

The Emerging Market Game Changer Is Here

The group of five nations - Brazil, Russia, India, China, and South Africa, otherwise known as the BRICS - is making some intriguing financial, economic, and political moves.

They're committing tens of billions of dollars each to organize their own versions of an IMF and World Bank.

Many observers thought the BRICS nations would encounter too many obstacles to collaborate effectively.

But after announcing such plans just over a year ago, the next BRICS summit in July is likely to see the official launch of these institutions.

The implications are huge for investors...

This Emerging Markets Bet Is One of the Best Contrarian Investments of 2014

When it comes to emerging markets, risk takers can capture the most profits when exposed equities are down.

Buying opportunities emerge from a panic sell-off, leaving contrarian-minded investors the opportunity to pick up money that is just sitting in the corner. They zig while others zag, and they're willing to wait out the profits from deep-value picks.

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A Secret Gem Hidden Among 2014's Emerging Markets


Emerging markets have experienced record outflows so far this year, as global capital sailed back to safer markets.

Just in the first five weeks of 2014, $18.6 billion fled emerging markets - a staggering number when compared to the $15.2 billion in emerging market outflows for the entirety of 2013.

To continue reading, please click here...

How to Find the Best Investments Amid Global Uncertainty: A Three-Tiered Strategy

Best Investments 2014

Just last year, emerging markets were predicted to be the driving force behind a more than 5% annual global growth rate. Yet on March 11, the Organization for Economic Cooperation and Development reported that emerging markets are the reason why global growth will slow.

Here are three metrics will help investors find the best investments abroad...

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