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Theme of the Month: Real Talk on China's Real Estate Sector

Our model Portfolio has been long Hong Kong and Chinese real estate for more than a year now, a move that’s paid off for investors. As talk regarding an imminent bubble in China real estate increases, I am reiterating the view that there’s room for further upside.

Building Wealth

Although infrastructure was the primary focus of China’s recent stimulus efforts, that bump in spending represents a drop in the bucket over the long haul. The continued migration from rural to urban areas will necessitate massive infrastructure spending over the next two decades.

Chinese Oil Demand and Stocks on the Run

The number of cars in China has doubled over the past three years to 42 million and is expected to hit around 200 million in the next 10 years. Investors should expect China to import more oil and aggressively drill new oil fields.

Portfolio Update: A Long-Term Leader for China

Economic growth in China remains solid, and Belle’s strategic direction puts it in line to benefit. Sales are on track to post 20 percent annual growth for the next two to three years.

European Noise

The situation in Greece reinforces that markets will punish irresponsible monetary policies and rising sovereign risk. Asia is free of these problems and boasts solid growth prospects.

The Wall of Worry

The recent market correction has brought Asian equities to attractive valuations; investors take advantage of this weakness to add to positions.

Theme of the Month: Chinese Oil Demand

The number of cars in China has doubled over the past three years to 42 million and is expected to hit around 200 million in the next 10 years. Investors should expect China to import more oil and aggressively drill new oil fields.

What to Buy with ETFs

The development of the ETF market benefits individual investors because these funds carry lower price tags and allow greater flexibility. The question is which ETFs should you buy?

2010: The Year for Natural Gas

Although renewable energies have a certain cachet as high-tech solutions to the world's energy problems, they're also impractical in the near term. That augurs well for natural gas.

Portfolio Update: A Fearful Market

Fear and profit-taking add up to another opportunity to buy into Asia's long-term growth.

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