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Global Investing Archives

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Lenders Take the Jab, Borrowers Take the Knockout - 2007-08-20
The current weakness in domestic markets has recently been magnified overseas as panic spread to foreign investors with exposure to U.S. asset-backed debt. Some commentators point to this reaction in an attempt to disprove the belief that foreign assets offer protection from falling U.S. stocks. I believe such conclusions are premature. Global stock markets will soon decouple from ours, and strong returns overseas will occur even as U.S. stocks slump.

The Best Way to Invest in the Muslim World - 2007-08-14
It's an underdog in emerging Asia and in the Islamic world too. Indonesia has the world's fourth-largest population, and is number one among predominantly Muslim states. Here's why you can't afford to keep your money out of this archipelago.

The Shoddiest Export - 2007-08-10
For years, Americans have been able to pay for enormous trade deficits by exchanging IOUs for imported consumer goods. Unfortunately for foreign creditors, a substantial percentage of those IOUs have recently taken the form of mortgaged backed securities.

Ready to Vacation in North Korea? - 2007-08-07
Few would have dreamed of gallivanting around China during the Cultural Revolution. Now, the country is a tourist hotbed and host of a major tourism industry gathering this year. Could North Korea turn the same corner in a few decades?

It's the Fundamentals, Stupid - 2007-08-06
Amid the recent stock market weakness, the pundits are virtually unanimous in their claims that good underlying economic fundamentals are being trumped by irrational fear.

Israel Biotech Comes to Baltimore - 2007-07-31
I've traveled far and wide to get the scoop on international investing opportunities. Sometimes, though, the story comes to me. Last week I gathered with a cadre of Israeli biotech heavyweights just a few minutes from my Baltimore office.

What a Difference a Week Makes! - 2007-07-27
Last week, as the Dow breached the 14,000 mark for the first time, bullish swagger on Wall Street went into overdrive. Some of the bulls that I'm often pitted against on television used the occasion to specifically heap scorn on my assessment of the U.S. economy and my investment advice.

Sorry Ben, the Buck Stops with You - 2007-07-20
During his testimony before Congress this week, Ben Bernanke didn't hesitate to opine on a number of topics that had very little to do with his mandate as Fed Chairman. The wealth gap, racial factors in income inequality, and the impact of capital gains tax policy were all fair game.

China Bull Market Pauses as Pork Prices Soar - 2007-07-17
In China's big cities, maids are going back to work and casting their day-trading dreams to the wind. The number of new accounts for trading Chinese A-shares (the most basic stock available to retail traders in the Middle Kingdom) is dropping far from recent record highs.

A Worthless Dollar? - 2007-07-13
This week, bond rating agencies Moody's and Standard & Poor's finally announced downgrades on billions of dollars of bonds backed by sub-prime mortgages.

Is Arab OPEC Going Green? - 2007-07-10
Recently I told you about a 100 MW solar power project in Abu Dhabi, one of the United Arab Emirates. As one of the top oil and gas producers in the world, the UAE won the geological jackpot. Otherwise, it would be a loose confederation of feudal desert monarchies.

Will Japan Destroy the Yen to Save the Dollar? - 2007-07-09
As the Japanese government continues holding short-term interest rates near zero while printing yen like it is going out of style, getting out of the yen has now replaced pachinko as the national pastime for rank-and-file Japanese.

A Refugee Bull Market in Jordan - 2007-06-26
AMMAN, JORDAN: As we scooted along through dense traffic that is typical of any developing country, my Jordanian host pointed out an Infinity SUV in front of us. "Look," he said as he darted his index finger to the right, "Iraqi license plates."

A Perfect Birthday for a Middle Eastern Bull - 2007-06-20
TEL AVIV, ISRAEL: As the clock struck midnight on June 10, I had just arrived in Amman, Jordan. My local hosts, vibrant young entrepreneurs and rising stars in government investment initiatives, insisted that I have a drink. Sunday brought mixed gifts of inside information, international travel, and little sleep.

Good Money After Bad - 2007-06-15
At a commercial real-estate conference earlier this week, Alan Greenspan downplayed concerns that the Chinese might sell their significant holdings of U.S. Treasuries.

What do Stocks Have to do with the Price of Pork in China? - 2007-06-08
By tripling the tax on brokerage transactions, the Chinese government succeeded, at least temporarily, in restraining the surging Chinese stock market. But my expectation is that the correction will be short-lived. It's not that the Chinese stock market is not a bubble, as it clearly is, only that more air will likely inflate it further before it finally bursts.

The Business of Peace - 2007-06-07
KETURA, ISRAEL: What do you get when you mix an Israeli father and a Jordanian son? A bright idea and a hundred million dollars.

Threats and Opportunities: Israel Knows Both - 2007-06-06
In the same way that the State of Israel was not born into a vacuum, it is essential to put Israel's energy development in a regional context. Today on the Red Sea, I heard European, Jordanian, and of course Israeli perspectives on Israel’s future in the age of Peak Oil.

Pain at the Persian Pump - 2007-05-24
This Tuesday, western news outlets reported the beginning of gasoline rationing in Iran with terse certainty. But the view from Iran is much more complicated, and shows the disarray of oil refining operations in the world's number-three oil producer.

24 Cents an Hour, 70 Hours a Week - 2007-05-23
Fluent in Mandarin, Benjamin Ross has conducted research for several multinational corporations involving migrant workers, cell phones, Internet cafés, and people with disabilities as they pertain to the Chinese market and its 11% annual growth.

Between Fossil Fools and Peak-Oil Prophets - 2007-05-17
There's a fine line between fools and prophets. Talisman Energy CEO Jim Buckee treads it boldly, and his recent Peak Oil proclamation is certain to ruffle some feathers.

Marbles in Your Mouth and Profits in Your Pocket - 2007-05-10
Molybdenum is a mouthful. But this important transition metal and alloy component should be in your commodity vocabulary.

"Growth" Is in the Eye of the Beholder - 2007-05-04
It may come as a shock to many of you, but I too believe that we are experiencing a "Goldilocks" economy. But unlike most on Wall Street, I do not define this as economic growth that is neither too hot nor too cold. I believe the analogy is apt simply because U.S. economic growth is a fairy tale!

Coming Soon: Energy Tech Stocks from the Persian Gulf - 2007-05-03
Never say the desert can't bloom. From oil and gas engineering advances to solar panels outside the world's richest cities, tech is taking root in the sand.

Save a Tree, Make a Fortune - 2007-05-02
A new realignment of U.S. corporate accounting standards with Europe could halt the hemorrhage of companies now filing elsewhere. For the U.S.-based international investor, this adds up to enhanced profit.

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