The idea that the rest of the world has decoupled from the US economy has has taken it in the neck this year.

Major emerging markets -including China, South Korea, Russia and India – have seen stocks pummeled, as investors become more risk averse.

Eric Roseman says the fundamentals in these countries are far stronger than those in the US and Europe. Many emerging market nations have saved trillions in dollar reserves and have plenty precious resources to sell.

Eric says a strong rebound is on the cards, but only once US assets stabilize.

Unless you’re tapped into Brazilian media, you may not fully understand how serious the current regime is about nationalizing oil.

On August 28, we wrote a piece that questioned whether or not Brazilian President Luiz Inácio Lula da Silva would follow the leaders of other South American countries to exploit oil for the greater good of the populace.

If Brazil does move ahead on this agenda, it could be really bad news for Petrobras (NYSE: PBR) – especially since the stock may have priced in some huge recent offshore finds.

Brazilian oil workers with the FUP oil union have threatened a nationwide strike, in what seems like another step toward nationalized oil in Brazil

The saber rattling is aimed at Brazil’s biggest oil company, Petrobras (NYSE: PBR). While contentious union relations at Petrobras are part and parcel of the company’s operations, what’s different here is that the conversation focuses on the pre-salt layer off Brazil, triggered by last year’s massive Tupi find.

The newest breakthrough revealed these discoveries are likely to be contiguous, falling under a new set of guidelines that precariously lean toward nationalization of Brazilian oil...

Soaring sales of Apple’s iPhone 3G in Latin America reveal an investment opportunity with one of the most overlooked telecom providers in the world. America Movil (NYSE: AMX) already has a waiting list of consumers waiting to buy the Apple iPhone 3G — indicating that strong future sales could propel the Latin American carrier to new highs.

Never heard of Cuban oil?

Well, the U.S. Geological Survey reported Cuba’s oil capacity at 4.6 billion barrels – plus 9.8 trillion cubic feet of natural gas.

That’s why U.S. oil companies are completely frustrated at America’s 44-year-old trade embargo: They can’t get close to it.

But Brazil’s state, oil company, Petrobras (NYSE:PBR), has become a rising star in the story of Cuban oil…

The former president of Brazil, Fernando Henrique Cardoso, has pointed out that the country’s new middle class is very different from the one Latin America experienced in the 1940s and 1970s: more dependent on the market than on the state.

It’s no coincidence that this market-driven generation is buying up cell phones like crazy.

What that means is market-driven economies, and the entrepreneurs that thrive in them, rely on real-time communications to run their businesses.

Sugar could be the next commodity to soar in price, says Profit Hunter’s Manraaj Singh.

The price of sugar has risen 37% in the last year, and this was with a huge surplus. Next year, droughts in India and rains in Brazil — the world’s two biggest sugar producers — could create a shortage in the market.

Manraaj says these supply shocks have not yet been priced into the market, meaning sugar could be at the start of a huge rally…

Brazil is no longer just a tourist hot spot, but a solid profit play for savvy investors, too. And one of the best ways to profit from Brazil’s expected 4.8% growth in gross domestic product this year is to invest in one of the Latin American nation’s infrastructure-focused firms.

Yesterday, Smart Commodities UK editor Garry White gave readers five reasons to invest in Russia, even as it is engaged in a war with Georgia.

However, the markets tell a different story. Two benchmark Russian share indexes – the RTS index and the MICEX index – hit their lowest levels in nearly two years yesterday.

John Stepek in Money Morning UK is bearish on Russia. He says the country is a basket case built mainly on petrodollars. This leaves it particularly vulnerable to a long-term correction in crude oil prices…

Archer Daniels Midland Co. (ADM), the nation’s largest ethanol producer, could begin shifting much of its biofuels operation to Brazil, as corn-based ethanol attracts continued political scrutiny in the United States.