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I have great news for you!
Readers of my Money and Markets column are frequently asking me for more market updates, more profit opportunities, and more frontline reporting from my travels round the world.
Meanwhile, as you might well suspect, Martin has also been flooded with requests for more commentary, more market analysis, and more online events.
So we have the perfect solution: We’re creating a second, complimentary daily electronic newsletter featuring my colleagues, Tony Sagami and Sean Brodrick, and me.
That way, readers get more of what they want from us, while at the same time Martin can bring you more of his work.
It’s a win-win for everybody!
The name of the new publication: Uncommon Wisdom.
Tony, Sean and I will cover everything from the world’s stock markets … precious metals … natural resources … currencies … bonds and interest rates …
… To loads of new and unique profit opportunities from the areas of the world that we travel to, especially Asia, Latin America, and Canada.
So effective May 1 …
I will no longer be writing my Thursday column in Money and Markets.
Instead, you’ll find my column every Monday at 8:30 a.m. ET in Uncommon Wisdom.
And as an added bonus, you’ll also receive a video update from me every Thursday morning — from wherever I am in the world hunting down opportunities to bring you tomorrow’s profits, today!
You’ll receive Tony’s column on Tuesdays — and his video update on Saturdays.
Sean’s column will come to you on Wednesdays — and his video updates on Fridays.
Remember, this new e-zine is complimentary … plus, you’ll receive it in addition to Money and Markets.
The only thing you need to do: Just whitelist us in your e-mail using the simple instructions found by clicking here so that you don’t miss a single issue.
And if you ever decide you don’t want to receive Uncommon Wisdom, for whatever reason, no problem. Just click the unsubscribe link at the bottom of any issue of Uncommon Wisdom, and we’ll take care of the rest.
It’s been an honor and privilege writing for Money and Markets. And I’ll continue to contribute special articles and analysis to the readers of that publication whenever Martin calls on me.
I look forward to welcoming you as a reader of Uncommon Wisdom.
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And now, for my last regular column here at Money and Markets, I want to update you on two of the major trends I’ve been talking about in recent issues. Let’s start with …
Why China Is
Roaring Again
In my October 9, 2008, Money and Markets column, I told you that “other than cash, gold, and a few select natural resource stocks, the only other investments I’d make in these wild and crazy times are in Chinese companies, buying them hand over fist for the long haul.” I showed you how China was the “only economy on the planet with both short- and long-term growth potential.”
That China’s retail sales were growing at their fastest pace in nine years … that disposable income was soaring …
And that despite what all the soothsayers were claiming about plunging manufacturing in China, China’s Purchasing Managers’ Index was exploding and exports were nearly 23 percent higher than the same period a year earlier.
Plus, capital investment was surging … China’s banks were some of the strongest in the world … and that the robust numbers coming out of China were not just from the urban areas, but from the rural areas as well.
I went on to tell you that China’s “Shanghai stock market reminded me of 2002, when the world was fixated on potential horror stories in China’s economy, and clueless about the reality in China.”
Bottom line, I said: It was a great time to get into my two favorite China plays: The iShares FTSE Index (FXI), which tracks China’s Shanghai stock market, and the U.S. Global Investors China Regional Opportunities Fund (USCOX).
Since I wrote that issue, USCOX has managed to eke out a modest gain, while FXI is up more than 15 percent!
Moreover, many of China’s blue-chip companies are up as much as 50 percent!
And now, it seems that others are jumping on the bandwagon. In a recent report, Goldman Sachs raised its forecast of China’s real, inflation-adjusted GDP growth to 8.3 percent for 2009 (versus 6.0 percent previously) and to 10.9 percent for 2010.
Meanwhile, the International Monetary Fund (IMF) calls China “the one bright spot in the world economy.”
More Gains Are Coming in China
And the Rest of Asia.
Here’s Why …
1. Unlike U.S. and European banks, China’s banks are lending. In fact, new lending in China has surged more than 600 percent from a year ago, with March lending exceeding $277 billion.
Money supply in China is also soaring — jumping 25.5 percent in March, the fastest pace on record.
China’s first-quarter fixed-asset investment is also on a tear, jumping 28.6 percent. In March alone, the increase was 30.3 percent year-on-year.
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| The Chinese are spending like crazy! Retail sales shot up 15.2 percent for the first two months of this year. |
2. Unlike U.S. and European consumers, China’s consumers are spending. China’s retail sales for January and February jumped 15.2 percent overall, with urban sales up 14.4 percent and rural sales up 17 percent.
Total first-quarter retail sales jumped 15 percent in the urban areas and 17 percent in the rural countryside. Auto sales for March surged an amazing 27.2 percent!
Meanwhile, there are also signs that China’s property markets are picking back up. Luxury property prices are on the rise again, climbing 2.1 percent so far this year, while property transactions overall jumped nearly 60 percent over February’s pace.
Home sales in Shanghai totaled 1.5 million square meters in March — a whopping 91 percent increase over January.
3. Unlike the rest of the world, China’s (and most other Asian countries’) reserves continue to grow. Despite a slump in exports, almost all of Asia continues to see growth in their monetary reserves, with China’s piggy-bank just recently hitting $2 trillion.
Moreover, from China to Thailand … from South Korea to Indonesia — taxes are being cut virtually across the board … massive fiscal stimulus is being applied … and domestic consumption is being stoked, big time.
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My view: If you acted on my suggestions and have some long positions in Chinese stocks or funds, hold! I expect further gains in Asia.
Gold News …
Did you see the news on China increasing its gold reserves by a whopping 76 percent, or 654 metric tonnes (23,069,171 ounces) since 2003?
It’s amazing to me that so many investors and analysts are surprised by this. I stated as early as 2002 that China would be drastically upping its gold reserves … that it would not tell anyone it was doing so for quite some time … and that eventually, China would come to own probably the largest gold reserves in the world.
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| China is stocking up on gold and could end up with the largest gold reserves in the world. |
And in the same October 9 issue of Money and Markets that I referenced above, I stated that “the authorities in Beijing are no dummies. They also know the U.S. dollar is in a long-term downtrend. So, they have only one choice: Bolster the country’s gold reserves while they’re investing in U.S. Treasuries.”
Seems like that’s exactly what they’ve been doing — for years. And likely will continue to do.
While I suggest you stay out of U.S. Treasury notes and bonds, my position on gold remains the same: It’s one of the best investments you will ever make.
Best wishes for your health and wealth,
Larry
P.S. To get my latest core gold and other natural resource recommendations, be sure to subscribe to Real Wealth Report. You’ll get 12 hard-hitting issues of unbiased analysis … all of my buy and sell signals … flash alerts … access to my Web site … and more. Click here to join!
About Money and Markets
For more information and archived issues, visit http://www.moneyandmarkets.com
Money and Markets (MaM) is published by Weiss Research, Inc. and written by Martin D. Weiss along with Tony Sagami, Nilus Mattive, Sean Brodrick, Larry Edelson, Michael Larson and Bryan Rich. To avoid conflicts of interest, Weiss Research and its staff do not hold positions in companies recommended in MaM, nor do we accept any compensation for such recommendations. The comments, graphs, forecasts, and indices published in MaM are based upon data whose accuracy is deemed reliable but not guaranteed. Performance returns cited are derived from our best estimates but must be considered hypothetical in as much as we do not track the actual prices investors pay or receive. Regular contributors and staff include Kristen Adams, Andrea Baumwald, John Burke, Amber Dakar, Dinesh Kalera, Red Morgan, Maryellen Murphy, Jennifer Newman-Amos, Adam Shafer, Julie Trudeau, Jill Umiker, Leslie Underwood and Michelle Zausnig.
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This investment news is brought to you by Money and Markets. Money and Markets is a free daily investment newsletter from Martin D. Weiss and Weiss Research analysts offering the latest investing news and financial insights for the stock market, including tips and advice on investing in gold, energy and oil. Dr. Weiss is a leader in the fields of investing, interest rates, financial safety and economic forecasting. To view archives or subscribe, visit http://www.moneyandmarkets.com.
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