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Carl DelfeldCarl Delfeld

, Special Correspondent


The Asian Market Surges in the Wake of Brexit

“There are decades where nothing happens, and there are weeks where decades happen.” -Vladimir Lenin Despite the turmoil within politics and the economy, there are a number of major trends that the financial media are completely ignoring. Events in Europe during these past weeks, this year, and over the last decade for that matter, highlight...

The Growing Middle Class Creates New Markets

Despite all the doom and gloom about globalization on the run, it’s important to keep in mind what this international movement has meant to the world over the past three decades. In 1990, half the population in emerging market regions lived on less than $1.25 a day, and 25% were in extreme poverty. Now, only...

A Timeless Strategy, A New Opportunity

“However beautiful the strategy, you should occasionally look at the results.” -Winston Churchill Investors should be wary of any guru, advisor, or fund manager who advocates a “new” investment formula or strategy. History shows that there is only one way to achieve above average, consistent returns over the long haul – find a select number...

Open Doors for the South China Sea

The biggest flashpoint, outside of the Middle East, is in the South China Sea where China has made incredibly broad territorial claims. Not only that, but China has also built artificial islands in an effort to substantiate those claims and encroach upon the Philippines. Yesterday, however, China suffered a major setback, as a United Nations...

Why Mongolia Offers Strong Investment Upside

“We believe we’re at the bottom there. We’re keen on consumer goods and industrial companies.” So said Thomas Hugger, CEO of the AFC Asia Frontier Capital Fund, while referring to the investment opportunities in Mongolia at the moment. I agree with him. The country offers significant upside. Since I spoke at the opening of the...

Banking on a Rebound

For a long time, big global bank stocks used to be at the core of conservative portfolios – but not anymore. Two such banking giants – with great brands – are now facing market turbulence and it’s time to take note. Crunch Time at Credit Suisse About a year ago, Credit Suisse brought in a...

On an Uptrend, Russia Could Explode

Late last year, I recommended investing in one of the most hated, dirt-cheap stock markets in the world – Russia. After struggling for a bit, my three plays on Russia have taken off thus far in 2016 – up 21.8%, 31.4% and 41.8%, respectively. Meanwhile, the S&P 500 Index is up only 3.4%. This Russian...

Is Singapore a Buy?

Asia is rather out of favor these days – mainly as a result of a slowdown in trade. And, the two markets most dependent on increasing import and export trade volumes are Hong Kong and Singapore. Trade accounts for 351% of Singapore’s GDP, and an astounding 439% in Hong Kong. In comparison, total trade represents...

Profit from Trump’s Blind Spot on Trade

Donald Trump and Bernie Sanders are mostly wrong in their sharply negative trade outlooks – especially regarding the North American Free Trade Agreement (NAFTA). Instead of altogether dismissing U.S. trade relationships with our neighboring countries, it’s actually well worth taking a closer look at our political and economic ties with Canada and Mexico. The U.S....

When Funds Are Better Than Stocks

Investing can be very frustrating and complicated – even for the most sophisticated investors. Sometimes investors can be right about a market’s direction, but get poor or even negative results because they used the wrong investment tool to exploit the deep value opportunity. Unfortunately, with the explosion of exchange-traded funds (ETFs), the constant lure of...