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Emerging Markets

Banking on India

September 10, 2008
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My stock idea for today is a big Indian bank, ICICI Bank (IBN). This private-sector commercial bank has grown from an arm of the World Bank into one of India’s leading banks. It introduced ATMs into India and was the first Indian stock to list on the New York Stock Exchange. With well over 700 branch offices, the bank is reaching out aggressively to the growing Indian middle class, and when the Indian economy gets back on the growth track, it will represent a real opportunity. Right now, India is fighting the good fight against inflation, which means that...

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Emerging Markets Q&A

September 2, 2008
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Cabot China & Emerging Markets Editor Paul Goodwin was recently interviewed about the emerging markets by MoneyShow.com and I wanted to share the Q&A here with you. Question: Emerging markets have been beaten up in the last few months and this Russia/Georgia conflict, unfortunately, points out one of the problems with investing internationally-the uncertainty of government and political actions. Would you please share your thoughts on the precautions that investors in emerging market issues should take to protect themselves from adverse consequences to their portfolios from such actions? Answer: Of course every investor should follow the usual advice that...

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A Booming Chinese Investment

August 19, 2008
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For an investment opportunity you can take advantage of today, I suggest VisionChina Media (VISN).  Both Cabot Market Letter and Cabot China & Emerging Markets Report recommended it as a stock to watch last month, and I like the way the stock has acted since then.  It looks like it’s getting ready for a good run. Here’s what Michael Cintolo, editor of Cabot Market Letter, wrote back on July 2. “VisionChina is following in the footsteps of Focus Media (FMCN), a former leader that pioneered the use of flat-panel TVs in high traffic areas in China to rake in...

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Readers Comment on Olympics in China

August 18, 2008
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This weekend I asked readers to comment on the Olympics being held in China. Thanks to all who wrote in and if you didn’t yet, leave you comment here. Here are some of the great responses that I received. “Dear Elyse, China is a fantastic place and culture. The basis of all of our modern technology eminiates from China, they are the East, we are the West, therefore different. Just enjoy the Games for what they are a huge event that come once every 4 years for a few reasons, not the least of which is a huge PR...

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Olympics Open with Quite a Show

August 11, 2008
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Last Friday night I was going to watch the movie “P.S. I Love You,” but instead ended up watching the Olympics for several hours. I thought I would just watch the first few minutes of the Opening Ceremony, but once it got started, I couldn’t look away. The performance was amazing. The Bird’s Nest stadium, amount of people participating, the costumes, routines, singing, dancing, etc., were beyond my wildest imaginations of what the ceremony was going to be like. I went to the Winter Olympics in 2002 in Salt Lake City, Utah, and was awed by the scale of...

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