I often say that money goes to where itrsquo;s treated best, and a Bloomberg News story this week shows that Irsquo;m not the only one who believes that. The CEO of Emerson Electric, which makes a wide range of industrial and technology products, says the U.S. governmentrsquo;s plans for greater regulation and higher taxation are pushing his company to move more of its business operations overseas. David Farr, who heads the $21 billion company, didnrsquo;t pull any punches: ldquo;Washington is doing everything in their manpower, capability, to destroy U.S. manufacturing.rdquo; And Farr predicts he will have plenty of company in the exodus to China, India and other places ldquo;where people want the products and where the governments welcome you to actually do somethinghellip; Im not going to hire anybody in the United States. Im moving.rdquo; Government policies for peace and prosperity are a key component in determining a countryrsquo;s growth prospects and attractiveness for investors. Worries ...

Nigel Rendell, emerging market strategist of RBC Capital Markets, talks to Izabella Kaminska of FT Alphaville about a broad spectrum of emerging-market related issues.

Part 1: Rendell talks about the differing fortunes of economies from Russia to Argentina. He says Brazil remains a great pick outside Asia.

Click here or on the image below to view the video.

Part 2: With many analysts bullish on Chinese growth, the big challenge for investors is gaining exposure. Rendell says Korea and Taiwan offer the best proxy plays.

Click here to view Part 2 of the interview.

Part 3: With interest at record lows in developed economies, investors are increasingly looking for yield in emerging markets. Rendell comments on whether this inflow of money is creating a fresh bubble.

Click here

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Fuel Your Portfolio With BHP Billiton (NYSE: BHP): The Best-Run Commodities Company In The World

by Tony Daltorio, Investment U Research

Some companies just stand out – both in their own sectors and in the larger market.

Australian firm BHP Billiton (NYSE: BHP) is one of them.

As the largest and most diversified commodities producer in the world, BHP has leading positions in most key, low-cost, metal and mineral deposits in the world.

And as if that weren’t enough, it also has a solid position in oil, thanks to its petroleum division, which had operating profits of $4 billion last year.

Impressively, that total only made the petroleum division BHP’s third-best performer in 2008. Its iron ore segment scooped up $6.23 billion, while base metals enjoyed a $4.62 billion operating profit.

Crucially, that sets BHP’s oil division apart from its competitors. Not only

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Bank On HSBC Holdings (NYSE: HBC) and the Asian Equation

Tony Daltorio, Investment U Research

“Go west, young man, go west!”

Written by Indiana journalist John Soule in 1851 and popularized by New York Tribune founder Horace Greeley the same year, that now-famous saying advised people to take advantage of the rapid growth in the United States as the country expanded westward across the North American continent.

If those visionaries could see the global picture today, I’m sure they would say something more along the lines of, “Go east, investors, go east!” instead. But since they can’t, global banking giant HSBC Holdings (NYSE: HBC) is saying it for them.

The company began operations in Hong Kong and Shanghai, financing trade between China and Europe under the name of Hong Kong Shanghai Banking Corporation.

Today, HSBC operates in 86 countries around the

...

This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.

• Michael Kahn (Barron’s): Setting free the bears, November 2, 2009. The stock market’s astounding run from its March lows has finally run into a real ceiling. After outpacing most, if not all, post bear-market rallies over the past century the inevitable is finally here. But is it part of another correction or something more? The urgency of the sell-off suggests the latter. That said, I don’t see the danger of the market testing its March lows any time soon.

• Charles Githler (MoneyShow.com): Former bears’ take on the market’s future, October 18, 2009. Are we headed for a major correction, or even worse: a resumption of the bear market?What “the best” (former bears) are telling us now …

•

...

Marc Faber, author of the Gloom Boom & Doom Report, said at the Barron’s Art of Successful Investing Conference that the dollar should have “some kind of a rebound”, but longer term is in a “structural bear market”. He advises investors to increase holdings in emerging markets and says cash is less attractive than stocks.

Source: Barron’s, October 29, 2009.

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One great thing about my position here as Director of Marketing is my extensive contact list. I say that because I have access to thousands of excellent traders, investors, and economists at my finger tips! So when things around the world catch my attention, I can quickly find someone who can give me the skinny on what’s really going down. One of my contacts is Nicholas Vardy, Editor, The Global Guru, and he’s got a MUCH better pulse on the world aboard then I do. That’s why I asked him to give us his reasons why the markets outside the US are doing so well and WHY!

He told me he’d love to get feedback from the Trader’s Blog readers, so let’s not let him down! You can also visit The Global Guru to get his new report on his favorite global picks.

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Make Your Fortune from the

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Emerging Market ETFs: Five Ways to Play

Tony Daltorio, Investment U Research

Crises have a way of overturning the established order. And as the recent G20 meeting in my native Pittsburgh reminded me, the continuing financial and economic crisis is no exception.

The very fact that the group has expanded from the original seven countries to 20 strongly suggests that Western nations no longer have the same measure of economic power they once enjoyed.

The United States, Europe and Japan have to usher in emerging economies in Asia, South America and elsewhere because these developing nations now equal those in the developed world.

Despite these tangible changes, most investors continue to saturate their portfolios with U.S. stocks, ignoring this major fact: a hefty 60% of the market cap of all equities lies elsewhere.

These Regions Will “Emerge” From the Downturn

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We don’t know if the furor over climate, economic and sovereignty issues coming to a head over the impending December Copenhagen climate treaty is correct, incorrect, exaggerated or spot-on.

Obama on Cost Impact of Climate Policies (March 18, 2009):

Warren Buffett on Cost Impact of Climate Policies (March 9, 2009):

There is now concern that Obama will sign a treaty that will limit the options of our legislators or subsequent presidents to modulate our approach to the climate change issue. Whatever burden the U.S. may carry under domestic policies, we expect the burden would be greater under international treaty requirements.

We believe that the general direction of domestic policy in the U.S., and plausible international treaties the President may sign, will

...

Not to be outdone by China’s recent bond offering, Russia is now planning to raise $18 billion in its first international bond sale in about ten years.

The securities will be dollar-denominated and offered toward the beginning of 2010. Russia is planning to take advantage of its position as an emerging market, with yield spreads that have narrowed from about 750 to roughly 240 basis points over US Treasuries.

BRIC countries are not alone in newfound confidence in the capital markets. Other countries including Hungary and Lithuania now appear safer despite their relatively weaker economies.

It’s another sign of the times that countries around the globe are seizing this moment of relative financial weakness in the US to gain economic clout.

More specifics are available from the Financial Times in coverage of Russia raising $18 billion in a new bond sale.

As if China’s

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