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Europe: The Investor Escape Hatch From the U.S. Recession

By , Global Investing Specialist, Money Morning -

When I speak with the U.S. subscribers to my Permanent Wealth Investor advisory service, there's one bit of wisdom that I repeat time and again: Just because you're living through a recession doesn't mean that your money has to.

If that's a high-falutin way of telling folks to invest globally, so be it. The reality is that there are other places to invest than in the U.S. economy - and many of those "other" spots offer much better returns.

Take Europe...

To discover four investments that will let U.S. investors profit from Europe's continued turnaround, please read on...

Keeping Tabs on Thailand: An Asian Tiger Lurking Low in the Reeds

By , Contributing Writer, Money Morning -

Last week we talked about Singapore and Thailand - two Asian economies that are quietly taking off. Today I want to add to those thoughts with a few more key points that opportunistic U.S. investors should know about Thailand, in particular.

Over the weekend, the Thai currency, the baht, rose to its highest level since 1997 due to an improved outlook for economic growth and expectations of more investor inflows. A current-account surplus of $5.42 billion this year through July and the fact that the Bank of Thailand has raised its benchmark interest rate twice this year have also helped the baht post the second-best performance among Asia's most-traded currencies excluding the yen.

"There has been quite a lot of demand to buy the baht from offshore, probably from foreigners to buy Thai stocks and bonds," Kozo Hasegawa, a Bangkok-based foreign-exchange trader at Sumitomo Mitsui Banking Corp., told Bloomberg News. "Money is flowing into Asia on the region's strong economic outlook."

The rise in the currency has coincided with a 30% advance in Thailand's SET Index since May, when government troops smashed anti-government protests.

Read More…

Three Ways to Brace for a Double-Dip Recession

By , Managing Editor, Money Morning -

Economists are torn... Is the U.S. economy on the upswing? Or are we facing the dreaded "double dip recession"? Either way, there are a few things every smart investor needs to do now to protect their nest eggs. Find out what you should do in this free report.

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Two Asian Economies Flying Under the Radar

By , Contributing Writer, Money Morning -

You know about China, India, and maybe even Korea, but there are two other Asian economies making waves in the South China Sea.

I'm talking about Singapore and Thailand.

While the U.S. economy would be really lucky to poke along at a 3% annualized rate this year and next, the fast-growing countries on the other side of the globe are ripping higher.

Regional analysts surveyed by Bloomberg News survey said they see Singapore expanding at a record pace this year of 14.9% due to improving demand for the city-state's exports. That's up from an estimate of 9% published three months ago. Singapore's economy relies on trade, finance and tourism. Its central bank said the surge would be led by a 29% expansion of manufacturing.

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Three Ways to Brace for a Double-Dip Recession: Recession-Proof Stocks

By , Managing Editor, Money Morning -

Today (Friday) we conclude our series on bracing for a double-dip recession.

In Part I of this investment series, "Three Ways to Brace for a Double-Dip Recession: Going for the Gold," we discussed ways investors could safeguard against the imminent decline of the U.S. dollar by buying gold.

In Part II, "Three Ways to Brace for a Double-Dip Recession: Going Global," we explored potential investments in foreign countries that have more stable economies and better growth prospects.

And today, we're going to conclude by looking at "recession-proof" stocks right here in the United States.

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Germany's Export Reliance Edges Out European Neighbors

By , Associate Editor, Money Morning -

By relying on exports and not promoting domestic demand, Germany is creating a lopsided recovery that is hurting retailers and foreign exporters.

While Germany's exports continue to surge, its consumers are refusing to spend. The government has failed to raise wages or encourage consumption and says it has few plans to do so.

"By cutting its budget deficit and resisting a rise in wages to compensate for a decline in the purchasing power of the euro, Germany is actually making it more difficult for other countries to regain competitiveness," billionaire investor and cofounder of the Quantum Fund George Soros said in a speech on June 23 in Berlin. Germany is "the main protagonist" for Europe's debt crisis, he added.

Germany's economy - four times more reliant on exports than is the United States - posted the highest second-quarter growth in the Eurozone, growing by 2.2% in the second quarter from the first. The country is headed for about 9% growth this year.

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The Headline You Never Expected: Foreign Growth Could Bail Out the U.S. Economy

By , Global Investing Specialist, Money Morning -

During a period of increasingly worrisome headlines about the U.S. economy, there is one bright spot.

The rest of the world appears to be doing much better than we are.

In the long run, that's good news for the United States. Rapid world growth will eventually rekindle the economic fires here, producing a growth that is more balanced than the bubbles of 1995-2008.

Still, getting to that point will be a challenge, since - economically speaking - the home fires don't appear to be burning all that brightly.

To see how foreign growth could bail out the U.S. economy, please read on...

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The CIVETS: Windfall Wealth From the 'New' BRIC Economies

By , Global Investing Specialist, Money Morning -

Forget the BRICs. There's a brand new set of emerging market economies set to make investors windfall profits... but only if you know which ones to pick - and which to avoid completely! Read on to find out which new emerging market is worthy of your investing dollar...

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Fighting to Feed the Dragon: McDonald's Vs. Yum!

By , Managing Editor, Money Morning -

Speed kills. And in the fast food industry, it's imperative.

The speed of service and the ability to quickly adapt menus, packaging and advertising are what makes a market leader. And right now, the speed at which fast food companies make the transition into foreign markets, particularly China, is what matters most of all.

The industry's two biggest players, McDonald's Corp. (NYSE: MCD) and Yum! Brands Inc. (NYSE: YUM) - the parent company of KFC, Pizza Hut, and Taco Bell - know that.

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Four Ways to Profit From Britain's Surprising Post-Election Rebound

By , Global Investing Specialist, Money Morning -

I have been negative on Britain for a decade - and with good reason. The British economy was over-dependent on financial services, and government spending - at greater than 50% of gross domestic product (GDP) - was out of control.

However, the new government that took office in May has prompted me to reconsider my investment viewpoint. The new coalition has made progress on both of these once-worrisome issues.

And that means the British market is now one that investors should very carefully consider.

Let me explain...

To find out about the four stocks that stand to benefit most from Britain's unexpected turnaround, please read on...

Money Morning Mid-Year Forecast: India is on the Path to Double-Digit Growth

By , Managing Editor, Money Morning -

India could be well on it's way to becoming the world's most appealing opportunity... if it learns how to control inflation and cut it's debt. Read this report to discover the opportunities and challenges facing India's economy right now. And, find out the best ways to make a bundle on India's growing economy.

Read More…

Buy, Sell or Hold: Even After a Near-30% Gain Campbell Soup Co. (NYSE: CPB) Still Has Room to Run

By , Contributing Editor, Money Morning -

I first recommended Campbell Soup Co. (NYSE: CPB) on June 1, 2009. At the time of our recommendation, our price target was a minimum of $32. The stock is now trading just above $35 today - a 27% increase.

What's more is that Campbell, which boasts a strong brand and above-average international sales potential, is poised to keep its winning streak intact.

The market sometimes offers us compelling propositions, like it did last year, when the stock inexplicably sold off. We took ready advantage of the situation. Campbell Soup has a very large, stable and increasing cashflow. It is so stable that it is almost boring. In fact, this company's stability qualifies it more as a dividend play than anything else.

In the two consecutive quarters following our initial recommendation, Campbell Soup torched estimates, as analysts on Wall Street had not caught on to our emerging markets growth story. The Street caught on in the last quarter but still has not fully recognized this company's potential.

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Australia Reduces Mining "Super Tax," Reviving Profitability of Resource Sector

By , Associate Editor, Money Morning -

Australian mining companies declared a huge win today (Friday) when the government announced the proposed mining "super tax" would be reduced, prompting some companies to reactivate shelved projects and reopen merger and acquisition talks.

Australia's Prime Minister Julia Gillard agreed on a compromise plan that would reduce the planned tax to 30% of profits from iron ore and coal, and 40% tax on oil and natural gas, down from the originally proposed 40% tax on all resources. The new plan, called the mineral resource rent tax, would also raise the tax's trigger level to profits that exceed a 12% rate of return instead of 6%.

"The reduction in the headline rate is an amazing concession," John Robinson, chairman of Global Mining Investments Ltd., told Bloomberg. "It's certainly better than I had expected."

Mining companies would be allowed to claim depreciation on their assets based on market value instead of book value.

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Money Morning Mid-Year Forecast: India is on the Path to Double-Digit Growth

By , Managing Editor, Money Morning -

If it's able to control inflation and cut its debt, India could well become the world's most appealing investment opportunity.

Europe is choking on debt and scrambling to salvage its beleaguered currency. The United States is saddled by high unemployment and struggling to preserve its wobbly recovery. Even China - which has had to reign in its stimulus to cool its red-hot property market and curb inflation - may have peaked.

Yet India's gross domestic product (GDP) is shooting sharply higher, and many economists think economic growth in the subcontinent is about surge into the double-digits for the first time ever.

Read More…

Hungary is the Latest European Domino to Fall

By , Contributing Writer, Money Morning -

As if Greece, Spain and Portugal were not enough of a concern for the European financial system, another villain has emerged from behind the curtains: Hungary.

A new government swept into office in late May and the ruling party leader declared the country had little chance of avoiding a Greek-style credit crisis because the former government had been cooking the books.

A spokesman for Prime Minister Viktor Orban said it was not an exaggeration to talk about the potential for default.

Read More…

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