The headlines are hard to ignore.
Every day, it seems, there's fresh news crossing the wire about yet another bailout or another outrageous government spending plan.
Well guess what that's going to do to the value of the U.S. dollar? The greenback is losing more of its value against the euro, British pound, and even the Canadian dollar. And the more Washington spends, the worse it's going to get.
For years, investment advisors have been telling you, "Diversify! Put part of your portfolio into international equities!"
Well, they were right.
Over the past 10 years, the S&P 500 index has lost about 4% of its value each year. You would literally have been better off putting your money under the mattress than in the U.S. stock market.
Overseas the story was different. Granted, 2008 was an ugly year for everybody. But over the past 10 years, emerging markets like China, Brazil and India have delivered more than 6% annualized returns. Sure, it's been a bumpy ride, but at least investors have been adequately paid to take the risk.
Let me put it another way. A $10,000 investment in U.S. stocks 10 years ago would have dwindled to a mere $6,500 or so today. That same investment in emerging markets? Even after factoring in a horrible year in 2008, it would be worth more than $18,000.
The numbers just don't lie--emerging markets were one of the best investments you could have made over the past decade. The bad news is that most folks missed out. They either didn't know about the opportunities in emerging markets--or they were too busy looking for the next hot Internet stock to bother.
But here's the good news. Emerging markets are starting to outperform again--and the case for investing in these countries is as strong as ever. It's a rare second chance that you can't afford to miss.
While the U.S. market struggles to regain its footing in 2009, international top stocks are on fire yet again. Chinese top stocks have gained more than 20% since the start of the year. Brazil and Taiwan are up about 40%. Even less exotic markets like Belgium, Denmark and Norway are sitting on healthy double-digit gains.
Meanwhile, the Dow Jones is having trouble staying in positive territory.
See if you can guess what the best-performing stock market has been in 2009....Would you believe it's Russia? Yep, it's up more than 50%!
Of course, international markets haven't been immune to the global economic recession. But a lot of countries were in better shape than the U.S. before the trouble began. And many of these same countries, particularly in emerging markets, are investing a whopping amount of money in infrastructure and other big economic stimulus plans. Unlike Uncle Sam, however, these countries can actually afford it!
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 even 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. top stocks for 2010 ranks close to the bottom among the world's biggest economies.
Bottom line: International top stocks for 2010 are no longer just something to dabble in anymore--they have 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.
How on earth do you know which ones to buy?
Unfortunately, you can't simply tell your broker "buy me some international funds or top stocks for 2010," close your eyes, and hope for the best. And how do you know which countries are heading into raging bull markets...and which are turning into bears?
Good luck asking your broker. Most American stock brokers would have enough trouble just finding some of these markets on a map!
Instead, you need an experienced guide who can help you separate the winners from the losers.
That's where John Christy can help.
For instance, John has been telling his newsletter subscribers to buy shares of Petrobras, the Brazilian oil company, since early 2006. Through all the market's gyrations, readers who followed John's advice and bought Petrobras are sitting on a gain of more than 85%!
Last November, when everyone was convinced that the world was coming to an end, and when other advisors were telling their readers to sell emerging markets at any cost, John urged his readers to stay the course. Just six months later, the MSCI iShares Emerging Markets Fund is up almost 65%! Shares of Petrobras and other companies in John's newsletter have doubled in recent months.
As Chartered Financial Analyst (CFA) and former senior vice president for a global investment management firm, John Christy is also a veteran financial reporter, having worked for Forbes magazine for a decade.
At Forbes, John travelled 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 to buy 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 Top Stocks & Funds".
Emerging market top stocks have been on fire. The Morgan Stanley Capital International index of top stocks to buy 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 top stocks for 2010.
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 Top 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.
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 top stocks to buy 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.
"Three 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 top stocks 2010 with a 3 to 5-year investment horizon. Our portfolios are 'buy and hold,' reducing trading and commissions".
And the third reason?
"Access: each month you'll get exclusive Q&A interviews with my personal contacts in the investment management industry," says John. "These are literally some of the smartest money managers on the planet, and you'll hear additional investment ideas from them each month that you can't get anywhere else."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 top stocks for 2010 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 top 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.
Hedge your portfolio with John Christy's Dow-clobbering global equities.
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 recent years. The S&P 500 has been losing about 3% of its value each year over the past five years. There's simply no excuse to be locked into lousy performance like that when you look at what's available overseas.
Take Brazil, which has delivered 30% annualized gains for the past years. Or India, which delivered a 14% annualized return over the same stretch. Too exotic? Try Canada: up 9% a year for the past five years. Or Australia, up more than 5% a year over the same period.
Whether you're an aggressive or conservative investor, chances are there's something to suit your tastes outside the U.S.--and the chances are very good that it has been a better investment than the S&P 500.
With John Christy's in-depth research, you can safely allocate a portion of your assets into global markets. So you'll have a fighting chance to 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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