asia stocks posts
FeedPosted Jun 11th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: India, Newsletters, Stocks to Buy
"India-based Dr. Reddy's Laboratories (NYSE: RDY), a generic-drugs play with solid market positions in India, Russia, the US and Germany," says Asian stock expert Yiannis Mostrous.
In his specialty newsletter, The Silk Road Investor, he explains why he has chosen the firm as his latest "Stock of the month".
"Seventy percent of the firm's growth comes from generic drugs, and the trend there has been favorable. New products, market share gains and a revamp of the supply chain in India should contribute to profitability. The company is also building a proprietary pipeline to supplement it core business.
Continue reading Dr. Reddy's (RDY): Get ready for generic gains
Posted May 20th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, ETF Investing, Stocks to Buy
"Taiwan and Mainland China are a step closer to a more harmonious relationship," says Yiannis Mostrous. In The Silk Road Investor, the Asian stock specialist looks at an ETF that will benefit from this trend.
"Nearly a year ago, I forecast that 'Taiwan could be the biggest out-of-consensus investment story--along with Japan--as the first decade of the 21st century comes to a close.'
"The government in Beijing has now given its blessings for public health officials from Taiwan to attend, as observers, the 62nd World Health Assembly (WHA) meeting in Geneva, 18 to 27 May.
Continue reading Taiwan & China: A new harmony?
Posted May 11th 2009 3:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, ETF Investing, Stocks to Buy
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.
"While the U.S. markets are rising, Asian stock markets are on fire," says global specialist Nicholas Vardy.
In his The Global Bull Market Alert, he suggests, "Our latest bet is s China play; we are recommending the iShares MSCI Hong Kong Index (NYSE: EWH). Here, he explains why he believes that Hong Kong's stock market is "set to soar over the coming months."
Continue reading Hong Kong ETF (EWH): 'Set to soar'
Posted Apr 27th 2009 12:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, China Life Insurance ADS (LFC), Stocks to Buy
"China has been my top market recommendation since late in 2008, and it remains so today," says global investing expert Yiannis Mostrous.
In The Silk Road Investor he explains, If the country's stimulus package works (especially on the infrastructure front) expect the Chinese economy to have a V-shaped recovery this year." Here's a looks at two of the advisor's favorites -- China Life Insurance (NYSE: LFC) and Chunghwa Telecom (NYSE: CHT).
"The sustainability of such a recovery will depend on the status of the global economy, though. If the global economy and the credit/banking crisis don't improve by this time next year, the Chinese economy will have more serious problems to deal with.
"For now, though, China seems to be headed for GDP growth of around 8% this year, which is nothing to fret about in the current economic environment.
Continue reading Favorite plays from China expert
Posted Apr 20th 2009 4:40PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Mutual funds, ETF Investing, Commodities, Oil, Agriculture, Stocks to Buy
"It's time to invest in Hong Kong, which is the gateway to China," says Mark Skousen, who looks to the iShares MSCI Hong Kong ETF (NYSE: EWH).
In his High Income Alert, the leading advisor explains, "While China's stock markets are wild, illiquid and unregulated, the Hong Kong market is among the freest and most transparent in the world."
"iShares Hong Kong, an exchange-traded fund, replicates the performance of the Hong Kong market. And I like the outlook here, as Hong Kong is home to many of the premier companies in the region.
Continue reading iShares Hong Kong (EWH): 'Gateway to China'
Posted Mar 27th 2009 5:00PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Mutual funds, ETF Investing, Commodities, Stocks to Buy, Technology
With its own economic stimulus program in place, a relatively stable banking system, and a stock market that has been resilient in recent months, numerous leading global investment advisors are looking bullishly towards China.
From technology to power, and from individual stocks to ETFs, and from Hong Kong to Taiwan to mainland China, we turn to seven leading advisors for their favorite ways for US investors to take a stake in Asia.
Continue reading Global advisors look to China: 10 picks from seven pros
Posted Feb 20th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy, China Mobile Limited (CHL)
A long-term developing trend in Asia, according to international investing expert Yiannis Mostrous, is a rise in domestic demand within their own economies.
In Personal Finance, he looks at one favorite sector that will benefit -- wireless phone services -- and highlights two of his top choices, Chunghwa Telecom (NYSE: CHT) and China Mobile (NYSE: CHL).
"The current crisis will lead to profound changes in the global financial system. Societies in developed economies will begin to save more, while people in developing nations will begin to spend, nurturing domestic demand economies.
"The Asian economies should be able to move even closer to their ultimate economic goal: domestic demand-led economies.
"These countries have realized that factory building and manufacturing to satisfy consumer needs in the developed world can't remain their primary growtth engine.
Continue reading China telecom and wireless favorites
Posted Jan 13th 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: China, Stocks to Buy
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
A leading expert on Asia, Yiannis Mostrous looks to international bank, Standard Chartered (OTC: SCBFF) as his top pick for 2009. Here's the latest from The Silk Road Investor.
"Standard Chartered has been doing business in Asia, Africa, and the Middle East for more than 100 years.
"It's an international bank focused on retail and corporate banking and treasury activities. Although domiciled in the UK, its biggest single concentration of customers and profits is in Hong Kong.
"More than 40% of its retail income is generated by deposits and related fees. Its income streams are highly diversified, with no consumer or wholesale geography contributing more than 9% of revenues, and its loan/deposit ratio is 85%.
"The bank offers pure exposure to some of the most dynamic areas in the emerging market world and is run in a prudent manner, especially compared to most of its competition.
Continue reading Top Stock Picks '09: Standard Chartered (SCBFF)
Posted Jan 1st 2009 5:30PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy, Best Stocks for 2009
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
China expert Paul Goodwin selects E-House Holdings (NYSE: EJ) -- the leading real-estate firm in China -- as his favorite idea for the coming year.
The editor of The Cabot China & Emerging Markets Report explains, "In 2008, housing values in China plunged, and E-House's stock price plunged right along with them." Here, he explains why this year should see improving prospects.
"E-House is the leading real-estate firm in China, and that's becoming a bigger deal these days. The massive migration from China's farms and villages to the cities put huge pressure on housing stocks and E-House's role in providing agency and brokerage services to market new housing developments gave the company a huge boost in 2007.
"On the other hand, 2008 was a different story. A slowing Chinese economy and overvaluation caused by rampant speculation had the same effect in China as it did in the U.S. Housing values plunged, and EJ's price plunged right along with them.
Continue reading Top Stock Picks '09: E-House Holdings (EJ)
Posted Aug 20th 2008 12:48PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Stocks to Buy, China Mobile Limited (CHL)
"Whenever anyone asks, 'Why invest in China?' the answer is very simple: that's where the money is, and it's where exponential future economic growth is also," says Jim Trippon.
The editor of The China Stock Digest then asks, "Will China suffers an Oympic hangover?" Here, he explains why that should not happen and offers a look at China Mobile (NYSE: CHL), which he calls the "top dog" in the Chinese wireless sector.
"The Bank of China (BOC) conducted a study of the effects of 12 Olympiads on their host countries over the course of 60 years. They found that nine of the twelve Olympic host countries suffered a decline in GDP growth in the eight years after the games.
"The key to a post Olympic slump is the size of the economy. Smaller economies like Korea suffered larger downturns after the games, while larger economies like the United States were not affected at all. In smaller economies the enormous investment dedicated to staging Olympic games created an arti?cial bubble which was followed by a slump when Olympic building booms came to an end.
"China has made one of the largest investments ever in the Olympic Games with some estimates of spending topping $40 billion. But we don't believe the capital city will go into a slump after the games.
Continue reading Olympic hangover? Not for China Mobile (CHL)
Posted Aug 8th 2008 10:30AM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Mutual funds, Stocks to Buy
"For the next two-and-a-half weeks, almost all you'll hear in the news will be related to the 29th Olympiad in Beijing," points out Brandon Clay, who focuses on a China ETF as his latest investment idea.
In his All Star Investor newsletter, he explains, "Beyond this, in 2010, we will see the World Expo in Shanghai and the Asian Games in Guangzhou." So is now a good time to invest in China? Here's the advisor's assessment and his top pick for exposure to the region.
"China has been gearing up for the Games for the past few years. Finally, with a dozen new sports stadiums and a cross-city underground railway to ferry visitors to different venues, China will be on display to the world.
"If you've been investing internationally, you're no stranger to China. Depending on when you bought, you may either love it or hate it. For instance, in 2007 Chinese stocks rocketed up the charts 97%.
"In 2006, the gains were even more impressive at 130%! But it hasn't been all fun and games in the past two years. China peaked at the same time U.S. stocks in October 2007.
Continue reading Olympic gains for China stocks? Look at FXI to play the games and beyond
Posted Jul 31st 2008 1:15PM by Steven Halpern (RSS feed)
Filed under: International markets, China, Newsletters, Mutual funds, Stocks to Buy
"When you own iShares FTSE/Xinhua China 25 Index (NYSE: FXI), you own the 'best-of-the-best' blue chip stocks traded in the Chinese market," explains Doug Fabian in his The ETF Trader.
"I had been waiting for what I thought would be the inevitable turnaround in Chinese stocks. Much to my dismay, that turnaround hadn't really materialized -- that is, until now.
"For the past couple of months, the value of the iShares FTSE/Xinhua China 25 Index (NYSE: FXI) has undergone a prolonged move to the downside.
"However, the recent strengthening in price has led me to believe that a short-term bottom may be in place for Chinese stocks. I now am recommending that you add the iShares FTSE/Xinhua China 25 Index to your portfolio.
"I like to say FXI is the Dow Industrials of China. This investment seeks results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE/Xinhua China 25 index.
"As FXI has just started to turn off of its lows, I think it has a strong possibility of moving up another 5%-to-10% from here. Make the move into FXI and jump on that fast train to China. We also note that the iShares FTSE/Xinhua China 25 Index just underwent a 3-for-1 share split."
Each day, Steven Halpern's TheStockAdvisors.com offers the latest market commentary and favorite investment ideas from the nation's leading financial newsletter advisors.
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