Energizing Global Growth
7/20/2010 By Fisher Investments Editorial Staff
A new report shows China consumed more energy than the US last year.
The Long March
7/12/2010 By Fisher Investments Editorial Staff
The Long March is legendary in modern Chinese history—but perhaps the reference should now change to reference the ongoing journey of rapid economic development.
Lit Crit 101
7/9/2010 By Fisher Investments Editorial Staff
The IMF’s latest outlook, while laced with pessimism, has plenty of good news.
Still a Yuan for US Debt
7/8/2010 By Fisher Investments Editorial Staff
China still desires US debt—despite the easing of the yuan-dollar peg.
A Chicken Little Sort of Day?
6/30/2010 By Fisher Investments Editorial Staff
Is the sky really falling, or are other forces playing a role in stocks’ recent pullback?
Improvements for the Average João
6/11/2010 By Fisher Investments Editorial Staff
While not a brand new story, rapid Emerging Markets growth is as current as ever.
PIIGS and Chips
6/1/2010 By Fisher Investments Editorial Staff
Spain’s credit was downgraded on Friday, but that shouldn’t overshadow positive developments elsewhere, like US manufacturing.
Little Inflation in Big China
5/13/2010 By Fisher Investments Editorial Staff
Does an April uptick in Chinese inflation mean its explosive growth is unsustainable? Not just yet.
A Tale of Two Bonds
4/26/2010 By Fisher Investments Editorial Staff
Recent US-dollar bond offerings by Russia and Greece illustrate the uneven nature of economic recovery.
Bull in a China Shop
4/20/2010 By Fisher Investments Editorial Staff
China’s growth prospects look good, but remember, investing in Emerging Markets can be more volatile than in developed countries.
Whose Side Are Yuan?
4/6/2010 By Fisher Investments Editorial Staff
Is all the fuss over China’s currency policy warranted?
Russian Roulette
3/9/2010 By Fisher Investments Editorial Staff
Russia’s economic outlook may not look as red-hot as other Emerging Markets’.
Underdogs Victorious
3/1/2010 By Fisher Investments Editorial Staff
The US and most Emerging Markets beating Q4 GDP expectations signals the global economy is alive and well.
A Race We All Win
1/19/2010 By Fisher Investments Editorial Staff
It’s easy to think the developed nations make the world go round—but don’t discount the up-and-comers.
Submerging Market
1/12/2010 By Fisher Investments Editorial Staff
Emerging markets are leading the global economic recovery, but events in Venezuela show not all emerging markets are equal.
Country Matters
12/14/2009 By Fisher Investments Editorial Staff
Emerging markets are fueling global growth, and China’s surge bodes well for the world.
Skip the Double-Dip
12/8/2009 By Fisher Investments Editorial Staff
The future's never certain, but a double-dip recession seems unlikely.
Futures Ahead
10/13/2009 By Fisher Investments Editorial Staff
China’s aiming to further develop its futures exchanges—potentially opening a window to this important end market.
Rare Earths
9/2/2009 By Fisher Investments Editorial Staff
Materials and Emerging Markets are two equity categories likely to lead market recovery. Rare earths, a small subset of Materials, show us why.
Reading Rainbows
8/4/2009 By Fisher Investments Editorial Staff
Positive manufacturing readings across the globe are welcome signs.
Lights, Camera, Renminbi
7/7/2009 By Fisher Investments Editorial Staff
The Chinese renminbi is starring in a new role: Trade settlement currency.
Emerging Optimism
4/20/2009 By Fisher Investments Editorial Staff
Unbeknownst to many investors, emerging market stocks have been on a tear recently.
China’s Economic Game Plan
3/5/2009 By Fisher Investments Editorial Staff
Regardless of what was or not said, Premier Wen’s speech reaffirmed the Chinese government’s commitment to support economic growth.
Eastern European Finger Trap
2/24/2009 By Fisher Investments Editorial Staff
Pressure is tightening on Western European banks as investors pull capital out of Eastern Europe.
Pipeline Politics
1/8/2009 By Fisher Investments Editorial Staff
Pipeline politics are leaving Eurasia and Europe in the cold.
The Four Corners
12/30/2008 By Fisher Investments Editorial Staff
What should investors be vigilant of now? Look abroad.
Global Inflation Conflagration
6/16/2008 By MarketMinder editorial staff
Don’t fret inflation shock stories—global inflation remains benign.
Oh! You Pretty Things
5/5/2008 By MarketMinder editorial staff
China is gearing up for her Olympic coming out party, but a labor shortage in India tells us more about China’s real economic prospects.
A Seemingly Cruel Mistress
4/24/2008 By MarketMinder editorial staff
China’s recently roaring returns have given way to a sharp correction—a lesson in the benefits of Emerging Markets diversification.
Bare Necessities…Big Opportunities
4/22/2008 By MarketMinder editorial staff
We forget how good we’ve got it—the goods we consider bare necessities are seeing booming demand in developing regions. That makes for great investing opportunities abroad.
The Industrials Evolution
4/4/2008 By MarketMinder editorial staff
Industrials are among the unsung heroes of today’s global economy.
It’s a Materials World
3/13/2008 By MarketMinder editorial staff
Don’t let higher Materials prices spook you. The price trend in Materials isn’t a symptom of inflation but of growing global demand.
Hugo’s Gambit
2/11/2008 By MarketMinder editorial staff
Venezuela’s Hugo Chavez is boasting of checkmating the US by cutting off oil trade, but his strategy is flawed from the start.
Propped Up
12/20/2007 By MarketMinder editorial staff
A burgeoning belief among investors that foreign countries are “propping up” US markets today is pure mythology.
China's Fabulous Moolah
11/5/2007 By MarketMinder editorial staff
China’s historic bull market run-up probably has further to climb, but investors should use extreme caution before making a foray into Chinese equities.
Chinese Inflation
9/24/2007 By MarketMinder editorial staff
China’s inflation rate is soaring. While that’s unlikely to derail China’s economy in the near term or infect the global economy with higher prices, the problem underscores a still fragile and developing nation fraught with peril for investors.
Triangulation Reformation
4/30/2007 By MarketMinder editorial staff
Economics and free market efficiency are universal.
Comrade Yeltsin
4/25/2007 By MarketMinder editorial staff
Even recent history suffers from rewrites.
A Different Kind of Debt
2/28/2007 By MarketMinder editorial staff
We’ve written in the past about the positive structural forces at work in emerging markets.
From Russia With Love
1/5/2007 By MarketMinder editorial staff
As the New Year turned, Russia again showered its love upon one of its Eastern European neighbors.
Caveat Emptor
11/1/2006 By MarketMinder editorial staff
The siren song of Chinese equities has proved too hard to resist.
Re-Emerging Emerging Markets
10/6/2006 By MarketMinder editorial staff
Perma-bears lauded the seeming implosion of Emerging Markets stocks when the market correction began in the spring.
Emerging Market Contagion?
9/27/2006 By MarketMinder editorial staff
If you read the newspaper in the past several weeks, you would think emerging economies were on the brink of imploding: a coup in Thailand, an assassination of a central banker in Russia, a budget fiasco and rioting in Hungary and a political maverick in Mexico declaring his own government after losing an election fair and square.