When the U.S. equities market crashes, most foreign stocks do as well. But when it comes to capital appreciation, the correlation ends. Domestic Chinese stocks experienced a small resurgence lately, but they are still well down from their peak in 2007. C… more »

by Ari Charney, Investing Dailyp> Over the past year, I’ve interviewed several portfolio managers who helm some of the top-performing international and emerging market funds. And when the conversation eventually diverges from the usual BRIC (Brazil,… more »

Article of the Week from Investing Daily by Yiannis Moustrous Five years ago, I argued that the Philippines is one of the most interesting long-term economic stories in Asia. In our article, The Late Bloomer (October 24, 2007), I wrote: “It’s tak… more »

In late February, I was contacted by Mr. Agutaya, a Philippine Certified Public Accountant. He asked what I thought of investing in the Philippines. I knew nothing. So we did a little research. We found that from a macro economic perspective, the Philippines compare favorably to other Asian countries[1]. We then urged readers to look carefully at The Aboitiz Power Corporation (PSE: AP), a company that has been actively acquiring electrical power plants the government is selling off as part of its “privatize the energy sector” policy[2]. We also believe there is an attractive coal investment possibility in the Philippines, and that is discussed below. more »

Previously, I have urged readers to bet against the US dollar and have a hedge against higher oil prices. Investing in Aboitiz Power Corporation in the Philippines accomplishes both objectives.IntroductionIn late February, I was contacted by Mr. Agutaya, a Philippine Certified Public Accountant. He asked what I thought of investing in the Philippines. I knew nothing. So we… more »