"The 'offshoring' of IT development, customer service and back office operations has always been controversial in the U.S. (because of the jobs lost)," observes Paul Goodwin.

In The Cabot China & Emerging Markets Report, he explains, "However, these outsourcing services have also been cost-effective. And outsourcing pioneer Wipro (NYSE: WIT) is very good at it.

"Wipro, the Indian megacap company, has been holding earnings steady as a rock despite the global recession that has ripped the heart out of so many companies.

Continue reading Wipro (WIT) and offshoring: Controvery and opportunity

Wipro (WIT) and offshoring: Controvery and opportunity originally appeared on BloggingStocks on Tue, 13 Oct 2009 13:30:00 EST. Please see our terms for use of feeds.

"With over 950 completed projects successfully completed, Gafisa SA (NYSE: GFA) is the most successful real estate builder and developer in Brazil," says Paul Goodwin.

In The Cabot China & Emerging Markets Report, he explains, "So what is it about a Brazilian homebuilder that interests us so much? It's a combination of 'story, numbers and the chart." Here's the advisor's review.

"Brazil, one of the largest economies in the world, is still in the process of emerging from an economic crisis that began in the late 90s and bottomed out in 2002.

Continue reading Gafisa SA (GFA): Brazilian building bet

Gafisa SA (GFA): Brazilian building bet originally appeared on BloggingStocks on Thu, 06 Aug 2009 11:00:00 EST. Please see our terms for use of feeds.

This post is part of a 12-article feature on the best bets for investing in China. To see all the other recommendations in this special report, click here.

"The big story behind China Life Insurance (NYSE: LFC) is still the demographic one, as the population of China urbanizing and aging," says Paul Goodwin, a specialist in Asian stocks.

In his Cabot China & Emerging Markets Report, the advisor offers a fascinating look into the company, reviewing its firm's history, it's current state and assessing its future outlook.

Continue reading Demographics boost China Life Insurance (LFC)

Demographics boost China Life Insurance (LFC) originally appeared on BloggingStocks on Sat, 09 May 2009 10:00:00 EST. Please see our terms for use of feeds.