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With widespread concerns over investments in the People’s Republic of China right now, some traders have sworn off Chinese companies all together. That’s a big mistake. Indeed, the current state of China stocks is uncertain and there is a lot of fear and frustration over China investments right now. But the issue is that all Chinese companies are not the same. There are a wide variety of China stocks listed in the U.S. — state-owned enterprises, mid-cap blue chips and small-caps, each with specific characteristics.

To help navigate toward some promising China investments, here are three stocks that show potential for growth this earnings season.

Continue reading Three Chinese Stocks to Finish 2010 in the Black

Three Chinese Stocks to Finish 2010 in the Black originally appeared on BloggingStocks on Mon, 19 Jul 2010 12:00:00 EST. Please see our terms for use of feeds.

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There’s a lot of talk about whether the recovery will stall or continue building momentum. We could get a very clear picture this week since the big economic news will likely be the May price reports. I’m expecting to see signs of deflation across the board — which could take some of the wind out of consumers’ sails.

Here’s the news to look for:

  • Tuesday, June 15: May Import Prices. Expected decline of -1.5%.
  • Wednesday, June 16: May Producer Prices. Expected decline of -0.5%.
  • Thursday, June 17: May Consumer Prices. Expected decline of -0.2%.

Continue reading Brace for Deflation at Home, Inflation in Emerging Markets

Brace for Deflation at Home, Inflation in Emerging Markets originally appeared on BloggingStocks on Mon, 14 Jun 2010 17:00:00 EST. Please see our terms for use of feeds.

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The financial sector has been a strange double-edged sword in portfolios over the past two years or so. In the wake of the Lehman Brothers bankruptcy, billions of wealth was erased in what were long thought of as conservative stocks. Then the resurgence of some banks since the lows of last year made other investors a fortune, with Citigroup (C) and Bank of America (BAC) both soaring about 300% since historic lows on March 9, 2009.

The drama continues in the financial sector even now with the endless see-saw of mortgage default news and the continued worries over sovereign debt in the eurozone. Any investor jumping into financial stocks right now is really taking the tiger by the tail — but if you do your homework, there a number of opportunities in the sector become clear — particularly among financials in Latin America.

Continue reading Three Booming Latin America Banks

Three Booming Latin America Banks originally appeared on BloggingStocks on Tue, 01 Jun 2010 13:40:00 EST. Please see our terms for use of feeds.

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Are we seeing increasing U.S. exports? Well, Intel (INTC), the world’s preeminent semiconductor manufacturer, is increasing production to meet rising demand internationally, Bloomberg News reported Friday. Intel’s factories are now operating at 80% of capacity, up from a record low of about 50% last year.

Further, Morgan Stanley economist Richard Berner argued that U.S. exports may add to U.S. GDP growth for the first time in a post-recession year since World War II. He sees exports adding 0.3 percentage points to U.S. GDP growth this year. Berner’s 2010 U.S. GDP growth estimate: 3.4%.

Continue reading Intel’s Chip Demand Points to Increasing U.S. Exports

Intel’s Chip Demand Points to Increasing U.S. Exports originally appeared on BloggingStocks on Sat, 29 May 2010 18:00:00 EST. Please see our terms for use of feeds.

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