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Sharpen Your Pencil – And Put These Three Stocks on Your "Shopping List"

Ask any of our gurus for advice on how to survive a stock-market sell-off – or even a whipsaw period like the one we’re navigating now – and you’ll get a surprising answer.

Keep a shopping list ready, they’ll tell you…

  • Emerging Markets

  • Best Investments 2013: Buy the Top-Performing Emerging Market of Q1 Country Phillippines

    While the Standard & Poor's 500 Index 10% first-quarter gain was great, it wasn't the world's best.

    One of the standout performances in 2013's first quarter was in a market that's off many investors' radar screens: the Philippines.

    The Philippine stock market, valued at about $236 billion, rose by 17.8% in the first quarter.

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  • The Best Investments to Play Emerging Market Growth May Surprise You Earth Globe

    If you're looking for ways to profit from soaring emerging market growth, you don't have to go overseas.

    Some of the best investments to play emerging economies are in the United States.

    Investors need exposure to emerging market growth, as U.S. GDP grew a paltry 2.2% last year, ranking 137th worldwide. The prospects for this year don't look much better.

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  • Emerging Markets: Is This A "New Chapter" for Turkey? This Eurasian country was the best performer among the emerging markets in 2012. Turkish stocks climbed an astounding 56% last year. On a recent trip to Istanbul, Frank Holmes investigated this surprising trend. Take a look. Read More...
  • Emerging Markets 2013: The Unsung Gems of Latin America For investors in search of growth in 2013, one of the best places to look is in emerging markets, particularly in the often-neglected region of Latin America.

    While most of the talk about investing in emerging markets over the past several years has focused on Asia, particularly China and India, Latin America has been quietly enjoying a nice little boom of its own.

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  • The IMF's Change on Capital Controls Adds Danger for Emerging Market Investors The IMF is up to no good again.

    On Monday they released a new report on international capital flows which relaxed its opposition to exchange controls.

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  • Emerging Markets Stocks 2013: Don't Miss These Next Waves of Growth Amid a turbulent market environment in 2012, emerging markets stocks have been, well, turbulent.

    Some markets (Colombia, Mexico and Thailand to name a few) have performed well. Others have disappointed (Brazil and Russia stand as two laggards.)

    But as Money Morning Global Investing Strategist Martin Hutchinson explained last week, economic growth has shifted to these developing economies.

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  • 2013 Emerging Markets Forecast: Forget About the BRICs Buy These Rising Stars Instead Savvy investors know there is far more to the markets than sitting on your hands worrying about the fiscal cliff.

    Believe it or not the world doesn't revolve around the United States-or the Western world.

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  • Investing in Emerging Markets: 2013 is Year of the Dividend In August 2012, a record $34 billion in dividends was paid to investors, topping the previous record of $32.1 billion set in November 2011.

    September was not too shabby either in terms of dividends and payout increases. At this point it is fair to say 2012 will prove to be a very favorable year for income investors.

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  • Investing in Emerging Markets: Don't Miss this Reliable Choice South America, broadly speaking, is a dichotomy for investors.

    On one hand, the continent's history is hard to forget. The Argentine currency crisis and Colombia's reputation for nefarious exports are just two black marks on South America's past. A third is a rap sheet littered with leftist, socialist governments with penchants for chasing away foreign investment.

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  • My Favorite Investment in the World's Newest "Sweet Spot" Having lived in Singapore as a child I've always been fond of Southeast Asia.

    Fifty years later, though, I like it for a slightly different reason. It's become a place where I like to invest.

    In fact, I believe the region is the world's newest "sweet spot" for investors.

    Of course, you don't hear much about the economies of Southeast Asia. Given the media's penchant for bad news, that alone should tell you something.

    But unlike the U.S., Europe, China, India and Japan, the region is doing just fine, which is why you should consider putting some money in places like Malaysia and Singapore.

    In fact, in a moment I'm going to tell you what my favorite company in the region is.

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  • A Liberty Investor's Guide to Latin America Words, indeed, are powerful things. As an Englishman in America, my personal favorite is freedom.

    It's embodied by those words penned so long ago by a young Thomas Jefferson...

    It's the idea that "We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness."

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  • Investing in Emerging Markets with U.S.-Traded ADRs For most of the past decade, the name of the game in worldwide equities has been investing in emerging markets.

    If you don't believe me, just take a look at the performance of the iShares MSCI Emerging Markets Index Fund (NYSEArca: EEM).

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  • Investing in Emerging Markets: Is it Time to Invest In Thailand? There is a good reason investors have been clamoring to invest in emerging markets.

    With the West spinning its wheels, the truth is there's a good deal of money to be made in these markets in 2012.

    One emerging market I like is Thailand.

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  • Emerging Market Dividend Stocks Give Investors the Best of Both Worlds In today's market, dividend investing is the best way to achieve a decent income stream without taking on too much risk.

    On the other hand, this is also true: emerging markets give investors the benefit of the world's fastest economic growth.

    Investors would be wise then to combine these two strategies by buying emerging markets stocks that pay steady dividends.

    In practice, this is more difficult than it ought to be - but it's not impossible.

    In fact, as you'll learn later I have found numerous ways to profit from this best of both worlds strategy.

    What You Need to Know About Emerging Market Dividend Stocks

    Dividend-paying stocks in emerging markets have the same advantages as they do in the U.S. market.

    Just like here in The States, a sizeable dividend from overseas is not only money in your pocket, it's also evidence that the management is working in your interests as a shareholder.

    And by paying dividends investors can be sure that at least some of the earnings the company is generating are real and not the result of an accounting flim-flam.

    If a company in a fast-growing emerging market is able to pay a decent dividend and participate in local growth, then you can anticipate very good returns indeed, since the dividend itself is likely to grow on the back of the company's rapidly increasing profits.

    Of course, there are always risks in emerging market investing, but a good yield gives your holding a solidity that isn't present in companies with mere paper earnings.

    But here's what you need to know...

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  • The BRICs Will Be Dead Weight in 2012 – Invest in These Five Emerging Markets Instead Don't let the headlines fool you, there's lots of money to be made in global investing in 2012.

    You're just going to have to be careful - more so than in years past - because right now the line drawn between successful markets and markets that are in danger of collapse is treacherously thin.

    Take the fashionable growth markets, the BRICs - Brazil, Russia, India and China - for example.

    Dead Weight

    It's been 10 years since Chairman of Goldman Sachs Group Inc. (NYSE: GS) Asset Management Jim O'Neill coined the BRIC acronym. His recommendation was certainly effective - one of the best of all time, even. But today, all four BRIC countries face problems, and their troubles illustrate the dangers of following investment fashions.

    Just take a look:
    • China appears the least troubled of the four BRICs. However, it looks to be facing a recession, inflation is approaching double digits and there is a massive bad debt problem in the banking system. Too much money has been invested in uneconomic rubbish - "malinvestment" as the Austrian school of economics calls it. My own guess is that China will do fine long-term but you probably don't want to invest until the size and shape of its problems is clear.
    • India has a government that can't stop spending, inflation over 10% and huge corruption. Furthermore, its stock market is still pretty inflated. I wouldn't put much money there until the government changes. Contrary to what you read in the media, almost all the real liberalization progress came under the Vajpayee government of 1998-2004, which the Indian electorate then ungratefully threw out. I'd want an Indian government without the corrupt socialist Congress Party before I'd invest; only then could I be sure that Indian gains would not be poured down a rat hole.
    • Brazil has been run by big-spending socialists since 2002 and has been immensely lucky to benefit from the commodities boom. Now the boom has topped out (probably temporarily) but its government is still overspending and has begun to harass foreign investors. Brazil is in big trouble if commodities prices fall.
    • In Russia, Vladimir Putin will become President again next March. Need I say more? Like Brazil, Russia has benefited immensely from the commodities boom (in its case, primarily the run-up in oil prices). However, it treats foreign investors even worse than Brazil does, it is even more corrupt and it appears to be running out of money.
    MM Outlook 2012 If the BRIC's prospects are bad, those of much of Europe are even worse.

    The Eurozone's debt problem could have been solved early on by throwing Greece out of the euro (a much deserved punishment). However European authorities have now thrown so much money about in such unproductive ways that it's doubtful whether the euro is even salvageable anymore.

    A recession in 2012 seems unavoidable, although Germany may benefit from the problems of its trading partners (if it is not forced to bail them out). Well-run European Union (EU) members that are not part of the Eurozone, such as Poland, may also benefit from the chaos, although Poland's current foreign minister Radek Sikorski doesn't seem to think so.

    Japan has done so badly for so long that it may be impossible to revive. If public debt were still at the level of a decade ago, Japanese shares would be a screaming buy, as the market is at a quarter of its 1990 peak. However, with debt around 220% of gross domestic product (GDP) and no sign of the country's budget problems being solved, it may be nearing the point of no return and eventual debt default. On the whole, it's best avoided.

    Apart from the United States, that leaves one obvious rich-country market, [To continue reading, please click here...]

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