Emerging Markets

How printing money makes prices rise

by Henry Becker 03.03.2011

I am not going to bore you with economic theory but rather I will give you a simple example of why adding to the money supply is inflation and the affect is rising prices. For our simple example we will assume our simple economy has 1,000 units of output and the money supply is $10,000. [...]

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The back door to emerging markets

by Henry Becker 02.17.2011

There are many approaches to gaining exposure to an investment area of interest. A common, often overlooked or under utilized approach, is through the back door. As an example, people that want to ride the Apple computer company tidal wave will invest in the companies that supply the “guts” of Apple’s products. Or, investors that [...]

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Playing Asia

by Henry Becker 02.08.2010

In the last year more than a few notable market strategists, economists and investing luminaries have all pointed to one region of the world to continue growing – Asia. Asia is can mean different things to each person. So, lets be clear we are not talking Japan or India. We are talking Malaysia, Thailand, Vietnam, [...]

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What SWF’s are looking for?

by Henry Becker 09.16.2009

This is not a personal add seeking a single white female (SWF). It is the other SWF the less commonly know Sovereign Wealth Fund (SWF). A sovereign wealth fund is a state-owned investment fund composed of financial assets. SWF’s are some, if not, the largest investment funds in the world. SWF’s typically come about as [...]

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What The Apprentice can tell you about China

by Henry Becker 08.26.2009

I will be coming clean in this post. Yes, I did watch The Apprentice with Donald Trump. At the beginning of the season I did watch the intro episode revealed what each contestant did for a living. I pointed out to my wife that it seemed that every other contestant was in real estate of [...]

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Where does money grow on trees?

by Henry Becker 08.09.2009

As kids we were all told that money does not grow on trees. As of late one of the strongest sectors of the global economy has been trees. OK not trees but the timber industry is in full stride. There are a number of factors that could be driving the performance. Planting roots The big [...]

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Guess who?

by Henry Becker 07.22.2009

Which country? Ninety percent of the new cars sold in this country are “flex” engines capable of running an any mixture of gasoline and or ethanol. This country also has the world’s largest brewer, world’s largest iron ore producer, and is the world’s largest exporter of coffee, sugar, and livestock. And, is a world leader [...]

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Can emerging Asian economies shop the global economy back?

by Henry Becker 06.26.2009

Many economists will have you believe that without the American buyer the world is in trouble. Maybe. There are more than a few wise economists that will tell you that instead of the engine of global growth the United States is the caboose. There are some not so surprising statistics pointing to the back of [...]

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Railroads, bridges, airports and ETFs

by Henry Becker 06.20.2009

Countries worldwide are dedicating vast amounts of money to infrastructure spending over the next five years and there are easy avenues to prosper from this spending with ETFs. A recent white paper by Eric J. Gerritsen on The Journal of Commerce Online provides a brilliant snap shot of the infrastructure boom that awaits. Eye Popping [...]

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Is Your Portfolio Spanning The Globe

by Henry Becker 06.16.2009

“Spanning the globe” was not just a saying from Jim McKay’s opening to ABC’s Wide World of Sports. It is also what you should be doing when researching positions for your portfolio. The U.S. still has plenty to offer an investor. As for the rest of the world, well it should not be ignored or [...]

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