From the category archives:
The Baltic Dry Index, an index covering dry bulk shipping rates, fell to 5,026 a large and rapid drop from its peak of11,793 in May.
All the dry bulk shipping companies, including my favorites like Genco and China COSCO, have dropped along with the BDI.
That drop won’t last and the dividend yield on thoseshippers are extremely [...]
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I know I talk a lot about China but one of the mostexciting countries in the world to invest in is Taiwan.
The Taiwan stockmarket has a dividend yield of 5.4% and a P/E ratioof 11, which makes its the cheapest market in the world.
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A Japanese warship cruised down the Pearl River into Guangzhou to deliver supplies to earthquake victims
yesterday.
This is the first time a Japanese warship has entered Chinese waters since WWII.
What is important is that China is mending its fences
with Taiwan and China and in the process, setting up
the Asian region for a gigantic economic peace dividend.
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The freeze between Taiwan and China is melting.
A new inexpensive ferry service across
the narrow Taiwan Strait from the Taiwan island of Kinmen to Fuijan Province of China is now available.
The significance isn’t the inexpensiveness of the ferry but the continued evidence that China and Taiwan are making some meaningful movement toward
political and economic cooperation.
This peace [...]
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The greatest peace dividend of all time is taking shape in Taiwan. You see, Taiwan is
the ‘other’ China and a low valuation, low risk way to
put a lot of China into your portfolio.
The newly elected Taiwan
President, Ma Ying-jeou, is committed to a new era of cooperation with mainland China.
“I sincerely hope that the two sides [...]
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