China desperately needs the China-Pakistan Economic Corridor (CPEC). It’s part of that nation’s vision to write the rules of the next stage of globalization and help its export and investment engines grow for years to come—a good prospect for investors in Chinese equities, which have been lagging behind of those of neighboring India.
The U.S. and China have announced the initial steps in their 100-day action plan of the Comprehensive Economic Dialogue, inviting Chinese companies to negotiate long-term contracts for liquefied natural gas shipments from U.S. suppliers. This is a really big deal. — “U.S. Liquefied Natural Gas To China Is A Game-Changer,” Jude Clemente, Forbes, May 2017
Over the last two....More>>>
Instructure (NASDAQ: INST), the Utah-based SaaS company that’s best known for its Canvas platform that offers software solutions for universities and other educational institutions, continues to be one of the most undervalued (in my opinion) stocks in the software sector. By and large, Instructure offers investors nearly everything on the checklist of bullish factors for SaaS investments:....More>>>
A few years ago Boston Consulting Group published a report that found five types of luxury consumers.
The report looked at the spending habits of these five types in six luxury markets the U.S., Brazil, China, Japan, Russia and Europe. What they found was interesting.
5 Types of Luxury Consumers
The Aspirationals: Aspirationals have $85,000 or more in annual income in developed....More>>>
Did you miss “Mad Money” on CNBC? If so, here are some of Jim Cramer’s top takeaways.
Last week, the markets fretted over the prospects of a trade war with China. Earlier this week, those fears abated after positive comments from Chinese President Xi Jinping. But then, fears returned as investors simply don’t know what’s coming next.
So what does....More>>>
The big surprise in China’s economic growth data is how regularly it surprises economists, and typically it’s by the slimmest of margins.
The magic number seems to be 0.1 percent, with the median estimate for quarterly GDP missing the mark by that magnitude in 10 of the past 16 quarters.
Thursday’s report delivered fourth-quarter expansion of 6.8 percent —....More>>>
Shares of oil stocks plunged again as the price of West Texas Intermediate wiped out nearly half of its late-January rebound. Sluggish demand growth and stubbornly high supply has had investors whipsawed for months.
In all the confusion, it is difficult not to look at the long-term picture and be positive on oil and shares of energy companies. The dramatic cut in the North American rig....More>>>
China's local stock market has fallen for four consecutive weeks. Investors are spooked. And for good reason… China has been cracking down on speculation and financial leverage. And that has caused turbulence in the market. As Bloomberg reported over the weekend…
The [Chinese government's] tightening campaign has erased at least $453 billion....More>>>
What has been the top performing asset class so far in 2016?
Is it gold (NYSEARCA:GLD), oil (NYSEARCA:USO), or collectable French postage stamps?
If you said “coal,” you win the kewpie doll. In fact, the 19th century energy source is the best performing commodity of the year by a large margin.
Indeed, Van Eck Coal (NYSEARCA:KOL) has picked up an eye popping 130%....More>>>
President Donald Trump says he’s sending some of his top economic advisers to China “in a few days” for talks on the simmering trade tensions between the world’s two largest economies.
Trump said Tuesday that the delegation will include Treasury Secretary Steven Mnuchin and US Trade Representative Robert Lighthizer.
Trade tensions have skyrocketed this year....More>>>