All Posts Tagged With: "Putin"
Emerging Markets – Especially BRIC Economies – “Bottomingâ€
Emerging markets investors have always had famed investor Jim Rogers on their side. Now – after the bubbles of China, India, Latin America and more have popped – they can take comfort in the word of investor Mark Mobius, who said emerging markets are “bottoming” en route to a bull phase in 2009.
In a recent interview with Bloomberg Television, Mobius said there are “terrific bargains all over the place” and his biggest holdings are in Asia, adding that he is “aggressively” purchasing Chinese stocks.
Emerging market stocks have nosedived this year at a much faster pace than indices from larger,…
29Dec2008 | Money Morning | 0 comments | ContinuedWhy are we provoking Russia
When the Bush administration dispatched two U.S. warships to the Black Sea to deliver humanitarian aid to war-stricken Georgia, Russian Prime Minister Vladimir Putin reacted with indignation and a warning.”There will be an answer,” Putin said during a visit to Uzbekistan.
Asked to elaborate, he replied, “You’ll see.”This month, the Kremlin has made it clear what Putin meant. It deployed two Russian strategic bombers to Venezuela to patrol Caribbean waters earlier this month, and on Monday it dispatched a navy squadron to Venezuela for military exercises.
The appearance of the Tu-160 bombers and the expected arrival of four Russian warships…
29Sep2008 | The Real Deal | Comments Off | ContinuedProfit Opportunities From the New Cold War
Like it or not, with the invasion of Georgia, we have a new Cold War – as well as the profit opportunities that accompany such a conflict. International investors were able to make a lot of money during the “first†Cold War, so if any more politicians or TV commentators tell me they don’t want a return to those halcyon days, I shall scream.
And since the situation in Georgia has effectively created a new Cold War status, it’s worth reviewing where the profit opportunities will be this time, and which countries the sensible, geo-strategically conscious investor will avoid – especially…
15Aug2008 | Money Morning | Comments Off | ContinuedWith the New Russian President Vowing to Steer a Steady Ship, U.S. Investors Can Look to Profit
New Russian President Dmitry Medvedev wants better links with Europe. Judging by the performance of outgoing President Vladimir Putin, Europe should beware: The so-called “links” he’s seeking may resemble those used to chain together prisoners in the Gulag.
On the other hand – though it’s admittedly unpleasant to say so – there’s a point at which the effects of high oil prices are so great that in the short run they far outweigh one’s distaste for the thuggish Russian regime. And at $123 a barrel, we may be at that point.
Politically, Russia has pretty much reverted to the pre-1991 Soviet system.
Today,…
9May2008 | Money Morning | Comments Off | ContinuedRussia vs. the Ukraine: Gazprom always wins

The Ukraine government is a teenage boy, and a rather ungrateful teenage boy, at that. The former Soviet Bloc country wants to be independent and chose its own friends. But at the same time, it still wants an allowance from good old Dad.
And in this case, Dad is Russian natural gas giant Gazprom, which threatened yet again this week to cut off not only the Ukraine’s allowance, but its electricity, too. And those threats aren’t going to end anytime soon.
In the good old days, the USSR subsidized energy to Soviet states. And even after capitalism and Gazprom emerged from the…
15Feb2008 | Stephanie Grimmett | Comments Off | Continued
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