Horacio Marquez says the credit crisis is giving investors another chance to profit from Brazil’s long-term success story. The country is rich in natural resources, has a solid banking system, and a strong economic outlook. He recommends buying the iShares MSCI Brazil Index (NYSE:EWZ) in increasing increments over the coming 8 weeks.
Latin America was one of the main beneficiaries of the commodity and credit boom of the last five years. As a result, the region has been hit hard by the collapse in both this year. Emerging markets expert Irwin Greenstein says some Latin markets remain high risk for investors. But Brazil and Mexico should recover strongly when global markets stabilize.
Mexico’s Cemex (NYSE: CX) has lost 75% of its value in one year. But emerging markets expert Irwin Greenstein says the company is like the IBM of cement. And a new public-works stimulus package from the government should breath new life into business activities. Irwin says Cemex is approaching the bottom… and could soon become a great contrarian buy
Penny stock expert Tom Bulford has found two dirt cheap mining companies with new projects developing in resource-rich South America. Horizonte (LON:HZM) and Mariana (LON:MARL) have very different business strategies. But Tom says both are well placed for a major upswing before the year is up.
Mexico’s benchmark IPC stock index (MXX) may be one of the safest places to invest now, says Irwin Greenstein, writing for Contrarian Profits. The index has been down 3.2% since the beginning of September. But geopolitical turmoil could buffer the MXX from suffering as much as other emerging market indexes in coming months.
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.
ETFs (exchange-traded funds) give US investors unprecedented access to frontier markets – less accessible but still ‘investable’ high-growth economies in the developing world.
But you need to tread carefully, says Sara Nunnally in Taipan’s Emerging Markets blog. Although there is a bunch of so-called “frontier ETFs” out there to chose from, not all of them make good investments.
If ETFs are your thing, stick to those focused on the Middle East and North Africa, says Sara…