Martin Hutchinson
By Martin Hutchinson Contributing Editor China's Shanghai SSE Composite Index soared 97% in 2007, and is trading at 30 times earnings. Taiwan's TSEC Taiwan 50 Index was up 7% in 2007, and is trading at 13 times earnings. Yet the Kuomintang victory in Taiwan's just-completed legislative election yet again demonstrates an important truth: Taiwan is […]
Dow Skids 300 Points, Taking Stocks to 10-Month Lows on Lousy Housing, Manufacturing Reports
By Mike Caggeso And William Patalon III Money Morning Editors U.S. stocks plunged yesterday (Thursday) – with the Dow Jones Industrial Average plummeting more than 300 points to reach a 10-month low – as yet another round of downbeat economic reports fueled investor fears. Key among yesterday's reports: The U.S. Commerce Department said that building […]
Auto Industry moves to India and China
By Martin Hutchinson Contributing Editor India's Tata Motors Ltd. (TTM) last week unveiled its "one lakh' Tata Nano, an automobile that will sell for one lakh [100,000 rupees], or just over $2,500. That price undercuts Tata's Indian competition by about 30%, and is certain to add to the company's market share even as it causes […]
Outlook 2008: Seven Ways to Profit From the U.S. Dollar's Doldrums
Editor's Note: This is the 11th Installment of an Ongoing Series Highlighting the Global Investing Outlook for 2008. By Martin Hutchinson Contributing Editor The dollar has dropped a long way since 2002 – by about 45% from its peak against the euro, for example. Yet even though holidays in Paris have been priced out of […]
Outlook 2008: Five Ways to Profit Even If India's Growth Slows in the New Year
Editor's Note: This is the Ninth Installment of an Ongoing Series Highlighting the Global Investing Outlook for 2008. By Martin Hutchinson Contributing Editor Over the past five years, India has demonstrated it is a growth economy rivaling that of China. But, unlike China, India is a democracy, so it's far less likely the economy will […]
Outlook 2008: The Way to Play Bonds, Even in an Inflationary Market
Editor's Note: This is the Eighth Instalment of an Ongoing Series Highlighting the Global Investing Outlook for 2008. By Martin Hutchinson Contributing Editor It's always difficult to predict a market's performance over 12 months, but this year in the bond markets it's simply impossible. The U.S. Federal Reserve will almost certainly change its monetary policy […]
Election 2008: Which Republican Candidates Will Be Best For Investor Profits
The Second Article in a Two-Part Series on the Economic Policies of the Presidential Candidates From Both Parties. Last Story: The Democrats. By Martin Hutchinson Contributing Editor With the Iowa caucuses set for tonight (Thursday), it's worthwhile for investors to consider which politicians might make your life easier, and who might make a grab for […]
Will One or Two Degrees Make A Difference In Emerging Markets?
In the West, combating global warming is a cause both popular and fashionable, spelling political death to those who oppose it. In emerging markets, attitudes are generally very different, and there's money to be made knowing why.
How Low Can the Dollar Go?
At midday Monday in New York, the euro stood at a record $1.3844 against the dollar, while the pound had risen to $2.0625, a level not seen since 1980. And it was only briefly seen at that.
Investing in Argentina? Avoid it Like the Plague
If you were looking for the country with the worst economic policy of the last 20 years, your search would stop with Argentina.
Global Investing: Has Wall Street Rigged the Game?
In the decades to come, the real money will be made through global investing. The fast-growing markets in Asia, Eastern Europe, Russia and parts of Latin America will emerge as key places to do business, and their companies will see their values soar.
The Sarkozy Factor: Time to Take a Chance on France?
For investors, the election of Nicolas Sarkozy makes it very clear that France can be transformed into a highly alluring profit opportunity.
International Investing: Why U.S. Investors are "Boxed Out" of Big Global Profits
It was a record stock sale, the biggest IPO the world had ever seen. Read on to find out more...