The headlines are hard to ignore.
Every day, it seems, there's fresh news crossing the wire about the U.S. dollar losing more of its value against the Euro, British pound, and even the Canadian dollar.
For years, investment advisors have been telling you, "Diversify! Put part of your portfolio into international equities!"
Well, they were right.
In 2007, the S&P 500 index was up just 3.5%. You would have been better off putting your capital in a money market savings account than in the U.S. stock market.
Overseas the story was different. In China stocks gained nearly 60%. IShares Brazilian ETF 77%; Germany climbed 35%; Matthews India Fund was up 64%.
The best-performing stock market in 2007? Peru, returning a staggering 86% gain.
This year, the macro picture for emerging markets continues to look good. While U.S. stocks have fallen, they still aren't as cheap as many overseas top stocks to buy. According to S&P/Citigroup valuation data, emerging markets sell for 13.9 times 2008 earnings versus 15.3 for the U.S. Return-on-equity for emerging market firms runs about 16.1% versus 14.9% in the U.S. Even after factoring in the U.S. slowdown, the World Bank expects 9.4% GDP growth in China this year, 7% growth in Russia and India, and 4.6% in Brazil.
The big story in emerging markets continues to be the massive infrastructure build-out. The Economist, a sober publication that knows its global financial history well and eschews hyperbole, notes that "never before has infrastructure spending been so large as a share of World GDP." Not during the Industrial Revolution.
The message is clear: If you haven't been investing overseas, you have been missing out. Big time.
In fact, over the past five years, the performance of U.S. stocks ranks dead last among the world's biggest economies.
International diversification isn't just something to dabble in anymore - it has become absolutely vital to protecting your wealth.
Trouble is, there are a staggering 40,000 publicly traded equities to choose from worldwide. And holding the right ones in your portfolio can make an enormous difference to your personal wealth.
Unfortunately, you can't simply tell your broker "buy me some international funds or stocks," close your eyes, and hope for the best. You need an experienced guide who can help you separate the winners from the losers.
But how do you know which countries are heading into raging bull markets...and which are turning into bears? That's where John H. Christy III can help.
For instance, John told his newsletter subscribers to buy shares of Petrobras, the Brazilian oil company, at the start of 2006. While others nervously watched the Dow Jones plunge recently, readers who followed John's advice and bought Petrobras were sitting on a gain of more than 170%!
Click Here for Forbes NEW International Stock Advisory.
A Chartered Financial Analyst (CFA) holder and former senior research analyst for a global investment management firm with a B.A. in economics, John Christy is also a veteran financial reporter, having worked for Forbes magazine for a decade.
At Forbes, John traveled the globe covering international markets -- and was instrumental in the launch of Forbes Global, the magazine's international edition.
So on-target was his analysis of global economies and equities markets, that we noticed a pattern with his reporting: When John said an economy was poised to grow, or a market was ready to rebound, it often did � making investors rich as a result.
To help our Forbes preferred readers profit from John's astute analysis of global markets, we stole him away from Forbes magazine … and created a new financial advisory letter just for him: The Forbes International Investment Report.
The first question I asked John Christy after he was promoted to his new position as editor of his own monthly letter was, "John, what are the top global equities our readers should buy right now?"
John rattled off a list of half a dozen stock picks from around the globe, which we promptly put in a special report exclusively for his subscribers. Less than a year later, those top stocks for 2010 were up an average of 50%!
We were so impressed that we have just commissioned a NEW Special Report, "8 Must-Own International Stocks & Funds".
Emerging market stocks have been on fire. The Morgan Stanley Capital International index of stocks in developing nations rose 36% in 2007. Meanwhile, the S&P 500 was up just 3.5% � and it was a very bumpy ride.
With John's Special Report in your hands, you'll immediately be able to position your portfolio to profit from some of today's most promising emerging market stocks.
Including:
**GLOBAL MARKET WINNER #1: THE LATIN AMERICAN HOUSING BOOM...The U.S. housing market is a mess, but things are very different south of the border. John shows you how to take advantage of the booming demand for affordable homes in a market with a severe housing shortage. While other companies are busy slashing their profit forecasts for 2008, this company has been raising its forecasts.
** GLOBAL MARKET WINNER #2: OUTSOURCING TO INDIA … the biggest trend to affect IT in America in the last ten years is outsourcing of programming, help desk, and other IT services to India, a nation in which economic growth could hit double digits this year. This company is a dominant player in India's outsourcing business � and it's a cash machine: no debt, a 5-year average return-on-equity of nearly 40%, and EPS growth of more than 30% a year over the last 5 years.
** GLOBAL MARKET WINNER #3: EUROPEAN RESTRUCTURING… This European conglomerate was once a lumbering dinosaur with second-rate products. It is now fast on its way to becoming a lean, mean profit machine. It expects to double its operating income over the next five years and has been buying back stock. Best of all, it gives you exposure to rapidly growing emerging markets � where it generates about a third of its sales � without taking too much risk.
Now, the bad news is: you can't buy "8 Must-Own International Stocks & Funds" anywhere, at any price. But the good news is that you can get a copy of John's exclusive new global market report absolutely FREE when you subscribe to The Forbes International Investment Report at a special charter price savings.
To download your FREE Special Report immediately, just click here now.
The new bull market in global equities.
When you diversify into global equities, you can always make money, simply because there is ALWAYS a stock market somewhere on the planet that's bullish � regardless of whether the Dow is up, down, or flat.
Don't forget: the U.S. is only 5% of the world's population. Yet many Americans are investing 95% to 100% of their money in U.S. markets. That's just not a logical way to save for one's retirement or wealth preservation and creation.
"A lot of people claim that international investing is risky," says John Christy. "But the real risk is NOT investing overseas." John notes that in the past three years, international stocks market have delivered almost a 10 percentage point yearly advantage over the U.S. market.
Yes, the Internet has made it easier than ever to do stock market research. But the sheer amount of information � financial statements, investor presentations, conference calls, global newspapers � can be overwhelming. And you can lose your shirt no matter how many conference calls you listen to, or how many Indian Web sites you visit.
As a writer at Forbes, a news editor on Bloomberg's Tokyo finance desk, and a financial analyst at a global asset management firm, John Christy has in-depth, first-hand knowledge of key global markets that most other analysts cannot duplicate.
And now that he can devote 100% of his time to researching global investments � 50 hours a week, 50 weeks a year � he can do all the work. So you don't have to.
In addition, during his 12+ years as a Forbes reporter, John built a Rolodex of contacts that reads like a "Who's Who" of international finance � from the Chief Investment Officer of Templeton to Morningstar's 2003 "International Fund Manager of the Year".
Every day, it seems, there's fresh news crossing the wire about the U.S. dollar losing more of its value against the Euro, British pound, and even the Canadian dollar.
For years, investment advisors have been telling you, "Diversify! Put part of your portfolio into international equities!"
Well, they were right.
In 2007, the S&P 500 index was up just 3.5%. You would have been better off putting your capital in a money market savings account than in the U.S. stock market.
Overseas the story was different. In China stocks gained nearly 60%. IShares Brazilian ETF 77%; Germany climbed 35%; Matthews India Fund was up 64%.
The best-performing stock market in 2007? Peru, returning a staggering 86% gain.
This year, the macro picture for emerging markets continues to look good. While U.S. stocks have fallen, they still aren't as cheap as many overseas top stocks to buy. According to S&P/Citigroup valuation data, emerging markets sell for 13.9 times 2008 earnings versus 15.3 for the U.S. Return-on-equity for emerging market firms runs about 16.1% versus 14.9% in the U.S. Even after factoring in the U.S. slowdown, the World Bank expects 9.4% GDP growth in China this year, 7% growth in Russia and India, and 4.6% in Brazil.
The big story in emerging markets continues to be the massive infrastructure build-out. The Economist, a sober publication that knows its global financial history well and eschews hyperbole, notes that "never before has infrastructure spending been so large as a share of World GDP." Not during the Industrial Revolution.
The message is clear: If you haven't been investing overseas, you have been missing out. Big time.
In fact, over the past five years, the performance of U.S. stocks ranks dead last among the world's biggest economies.
International diversification isn't just something to dabble in anymore - it has become absolutely vital to protecting your wealth.
Trouble is, there are a staggering 40,000 publicly traded equities to choose from worldwide. And holding the right ones in your portfolio can make an enormous difference to your personal wealth.
Unfortunately, you can't simply tell your broker "buy me some international funds or stocks," close your eyes, and hope for the best. You need an experienced guide who can help you separate the winners from the losers.
But how do you know which countries are heading into raging bull markets...and which are turning into bears? That's where John H. Christy III can help.
For instance, John told his newsletter subscribers to buy shares of Petrobras, the Brazilian oil company, at the start of 2006. While others nervously watched the Dow Jones plunge recently, readers who followed John's advice and bought Petrobras were sitting on a gain of more than 170%!
Click Here for Forbes NEW International Stock Advisory.
A Chartered Financial Analyst (CFA) holder and former senior research analyst for a global investment management firm with a B.A. in economics, John Christy is also a veteran financial reporter, having worked for Forbes magazine for a decade.
At Forbes, John traveled the globe covering international markets -- and was instrumental in the launch of Forbes Global, the magazine's international edition.
So on-target was his analysis of global economies and equities markets, that we noticed a pattern with his reporting: When John said an economy was poised to grow, or a market was ready to rebound, it often did � making investors rich as a result.
To help our Forbes preferred readers profit from John's astute analysis of global markets, we stole him away from Forbes magazine … and created a new financial advisory letter just for him: The Forbes International Investment Report.
The first question I asked John Christy after he was promoted to his new position as editor of his own monthly letter was, "John, what are the top global equities our readers should buy right now?"
John rattled off a list of half a dozen stock picks from around the globe, which we promptly put in a special report exclusively for his subscribers. Less than a year later, those top stocks for 2010 were up an average of 50%!
We were so impressed that we have just commissioned a NEW Special Report, "8 Must-Own International Stocks & Funds".
Emerging market stocks have been on fire. The Morgan Stanley Capital International index of stocks in developing nations rose 36% in 2007. Meanwhile, the S&P 500 was up just 3.5% � and it was a very bumpy ride.
With John's Special Report in your hands, you'll immediately be able to position your portfolio to profit from some of today's most promising emerging market stocks.
Including:
**GLOBAL MARKET WINNER #1: THE LATIN AMERICAN HOUSING BOOM...The U.S. housing market is a mess, but things are very different south of the border. John shows you how to take advantage of the booming demand for affordable homes in a market with a severe housing shortage. While other companies are busy slashing their profit forecasts for 2008, this company has been raising its forecasts.
** GLOBAL MARKET WINNER #2: OUTSOURCING TO INDIA … the biggest trend to affect IT in America in the last ten years is outsourcing of programming, help desk, and other IT services to India, a nation in which economic growth could hit double digits this year. This company is a dominant player in India's outsourcing business � and it's a cash machine: no debt, a 5-year average return-on-equity of nearly 40%, and EPS growth of more than 30% a year over the last 5 years.
** GLOBAL MARKET WINNER #3: EUROPEAN RESTRUCTURING… This European conglomerate was once a lumbering dinosaur with second-rate products. It is now fast on its way to becoming a lean, mean profit machine. It expects to double its operating income over the next five years and has been buying back stock. Best of all, it gives you exposure to rapidly growing emerging markets � where it generates about a third of its sales � without taking too much risk.
Now, the bad news is: you can't buy "8 Must-Own International Stocks & Funds" anywhere, at any price. But the good news is that you can get a copy of John's exclusive new global market report absolutely FREE when you subscribe to The Forbes International Investment Report at a special charter price savings.
To download your FREE Special Report immediately, just click here now.
The new bull market in global equities.
When you diversify into global equities, you can always make money, simply because there is ALWAYS a stock market somewhere on the planet that's bullish � regardless of whether the Dow is up, down, or flat.
Don't forget: the U.S. is only 5% of the world's population. Yet many Americans are investing 95% to 100% of their money in U.S. markets. That's just not a logical way to save for one's retirement or wealth preservation and creation.
"A lot of people claim that international investing is risky," says John Christy. "But the real risk is NOT investing overseas." John notes that in the past three years, international stocks market have delivered almost a 10 percentage point yearly advantage over the U.S. market.
Yes, the Internet has made it easier than ever to do stock market research. But the sheer amount of information � financial statements, investor presentations, conference calls, global newspapers � can be overwhelming. And you can lose your shirt no matter how many conference calls you listen to, or how many Indian Web sites you visit.
As a writer at Forbes, a news editor on Bloomberg's Tokyo finance desk, and a financial analyst at a global asset management firm, John Christy has in-depth, first-hand knowledge of key global markets that most other analysts cannot duplicate.
And now that he can devote 100% of his time to researching global investments � 50 hours a week, 50 weeks a year � he can do all the work. So you don't have to.
In addition, during his 12+ years as a Forbes reporter, John built a Rolodex of contacts that reads like a "Who's Who" of international finance � from the Chief Investment Officer of Templeton to Morningstar's 2003 "International Fund Manager of the Year".
So when John needs the real story on a particular nation's economy, he calls bankers, economists, and investment advisors who live and work in that country � giving you an insider's perspective that other editors cannot provide.
What you get as a reader of The Forbes International Investment Report?
I asked John Christy why Forbes preferred readers should read The Forbes International Investment Report.
"Two reasons," says John. "First, market-beating performance: our goal is to outperform the global benchmarks while protecting your capital … and so far, our portfolios have done exactly that".
"Second, we take a long-term view, owning stocks with a 3 to 5-year investment horizon. Our portfolios are 'buy and hold,' reducing trading and commissions".
A subscription� which includes this month's most recent issue plus unlimited 24/7 access to our subscribers-only Web site, which includes an online archive of all past issues.
In each issue, you get:
** "Editor's Letter" � on page 1 you'll find John Christy's update and analysis of global economies, international equities markets, and companies to watch.
** "Monthly Focus" � an in-depth report on a specific country including economic conditions, stock market performance, demographics, fastest-growing industries, top-performing companies, and more.
** "Stock Profiles" � new recommendations on 2 to 3 stocks to add to your international portfolio.
** "Global Gurus" � John's exclusive interview with a mover-and-shaker in a major global equities market, giving you insight into that nation, and its investment opportunities, not available from any other source.
"Two reasons," says John. "First, market-beating performance: our goal is to outperform the global benchmarks while protecting your capital … and so far, our portfolios have done exactly that".
"Second, we take a long-term view, owning stocks with a 3 to 5-year investment horizon. Our portfolios are 'buy and hold,' reducing trading and commissions".
A subscription� which includes this month's most recent issue plus unlimited 24/7 access to our subscribers-only Web site, which includes an online archive of all past issues.
In each issue, you get:
** "Editor's Letter" � on page 1 you'll find John Christy's update and analysis of global economies, international equities markets, and companies to watch.
** "Monthly Focus" � an in-depth report on a specific country including economic conditions, stock market performance, demographics, fastest-growing industries, top-performing companies, and more.
** "Stock Profiles" � new recommendations on 2 to 3 stocks to add to your international portfolio.
** "Global Gurus" � John's exclusive interview with a mover-and-shaker in a major global equities market, giving you insight into that nation, and its investment opportunities, not available from any other source.
** "Core Portfolio" � an update on the performance and latest recommendation (buy, hold, or sell) on John's best international investing ideas … for readers who want broad exposure to Europe, Asia, and Emerging Markets.
** "Borderless Portfolio" � A Forbes exclusive � John created this portfolio of U.S. and international companies just for us. It features a select list of companies that are uniquely poised to take advantage of the forces of globalization. And you won't find it anywhere else.
** "European Portfolio" � our top investments in Europe, which has become a hotbed of merger and acquisition activity this year. Several of John's recommendations have already been taken over at substantial premiums. Each company in this portfolio is a world-class leader that will thrive no matter what the macroeconomic and political picture looks like on the Continent.
** "Emerging Markets" � an aggressive portfolio of stocks from Asia, Latin America, Europe, the Middle East, Africa, and other developing markets, designed to give you greater returns but at higher risk than our other portfolios.
** "Hotlines" � whenever there's an equity to buy or sell between monthly issues, we'll tell you exactly what to do � and why � with an e-mail Hotline alert.
Most people I know are not diversified nearly enough.
When you live in the U.S. … work in the U.S. … and have all or most of your money invested in U.S. companies … you are highly exposed to the U.S. economy every day you wake up.
And as it happens, the U.S. stock market had a rough ride in 2007 and the S&P 500 was only up 3.5%. That pales in comparison to the returns available overseas. Like Brazil, up 75% last year, or India, which delivered a 72% return. Even less-exotic markets performed extremely well. Finland rose 45% and Germany's market rose 33%. The so-called Bric countries (Brazil, Russia, India and China) have all been spectacular performers as well. As a group these markets delivered annualized returns in excesss of 40% over the past five years.
Go back even further and you'll see that over the long-term, emerging markets have been outperforming the U.S. market. According to Morgan Stanley Capital International
(MSCI) data, emerging markets as a group have delivered a 12.8% compound annualized return over the past ten years. Meanwhile, the U.S. market has delivered just 2% a year over the same stretch.
With John Christy's in-depth research, you can safely allocate a portion of your assets into global markets. So you make money even if the U.S. stock market falls.
Best of all, there's no risk of any kind to try The Forbes International Investment Report. If you're not 100% satisfied, simply cancel at any time for a full and prompt refund of the unused portion of your subscription. It's that easy!
Go back even further and you'll see that over the long-term, emerging markets have been outperforming the U.S. market. According to Morgan Stanley Capital International
(MSCI) data, emerging markets as a group have delivered a 12.8% compound annualized return over the past ten years. Meanwhile, the U.S. market has delivered just 2% a year over the same stretch.
With John Christy's in-depth research, you can safely allocate a portion of your assets into global markets. So you make money even if the U.S. stock market falls.
Best of all, there's no risk of any kind to try The Forbes International Investment Report. If you're not 100% satisfied, simply cancel at any time for a full and prompt refund of the unused portion of your subscription. It's that easy!
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