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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Equinix, Inc., provider of global data center services, reported yesterday that it has reached a definitive agreement to acquire Switch & Data Facilities Company, Inc. (NASDAQ: SDXC), a leading provider of data center and Internet exchange services, for approximately $689 million in cash and stock. The acquisition represents a significant market expansion for Equinix and will expand the company’s market presence by adding 16 new markets across North America, including additional 34 data centers in 22 markets in the U.S. and Canada.

The combination of the two companies will further strengthen Equinix’s position in the global data center services market by extending the company’s presence to 16 new markets across North America. Equinix will integrate Switch and Data’s data center business and operations in the U.S. and Canada. It will also increase the Global presence of Equinix leaving the new combined entity with 79 data centers in 34 markets and more

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This article is adapted from the latest edition of U.S. Global Investorsrsquo; Weekly Investor Alert, published each Friday and distributed free to subscribers. Click here to view the entire Investor Alert. The stock market has been on a tear since bottoming out in early March 2009, with the strongest performance being seen in small-cap stocks. The Nasdaq, heavy with small-cap companies, was up 65 percent through last Fridayrsquo;s close from the March 9 low, while the large-cap-loaded Samp;P 500 Index and Dow Jones Industrial Average had gained 54 percent and 47 percent, respectively, over the same period. The two charts from RBC Capital Markets below drill down deeper into the inverse relationship between market cap and performance over the past six and a half months. Figure 1 ranks the performance by capitalization benchmark from the March low through the market close on September 23. Leading the way is the Russell Microcap Index (2,000 small-company ...

This article is adapted from the latest edition of U.S. Global Investorsrsquo; Weekly Investor Alert, published each Friday and distributed free to subscribers. Click here to view the entire Investor Alert. The stock market has been on a tear since bottoming out in early March 2009, with the strongest performance being seen in small-cap stocks. The Nasdaq, heavy with small-cap companies, was up 65 percent through last Fridayrsquo;s close from the March 9 low, while the large-cap-loaded Samp;P 500 Index and Dow Jones Industrial Average had gained 54 percent and 47 percent, respectively, over the same period. The two charts from RBC Capital Markets below drill down deeper into the inverse relationship between market cap and performance over the past six and a half months. Figure 1 ranks the performance by capitalization benchmark from the March low through the market close on September 23. Leading the way is the Russell Microcap Index (2,000 small-company ...

Dr Stock Pick HOT News & Alerts!

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FREE Daily Stock Alerts From DrStockPick.com

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Friday September 25, 2009

DrStockPick.com Stock Report!

CVAT, POT, MOS

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CVAT, Cavitation Technologies Inc, CVAT.OB

CVAT is a “Green-Tech” company, established in 2006 to become a world leader in the development of new cutting edge technologies for the, vegetable oil refining, renewable fuel, petroleum, water treatment, wastewater sanitation, petroleum, food and beverage, chemical industries.

CVAT announced that Biocombustibles y Energias Alternativas (ALS) has entered into a long-term agreement with CTI (Cavitation Technologies Inc) to develop projects in Argentina and throughout Latin America. ALS (www.alsbio.com), partnering with DOW Chemical (www.dow.com), has identified several projects where CTI technology can greatly improve process yields

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Palm Inc. (PALM) today raised its secondary offering of approximately 16 million shares of common stock (as announced on September 17) to 20 million shares. The company priced the offering at $16.25 per share. Upon the closing of the offering, Palm expects to receive net proceeds of approximately $313.1 million, which will be used for working capital and general corporate purposes. The company may receive $359.9 million in case the over-allotment option is exercised in full. The company also said that the underwriters have an option to purchase up to 3 million additional shares to cover over-allotments. Venture capital firm Elevation Partners, which owns a stake in Palm, plans to buy $35 million of shares in the sale. Goldman Sachs (GS) and J.P. Morgan (JPM) are serving as the joint book runners in the offering, and RBC Capital Markets is serving as co-manager....

Asian economies are recovering faster than previously thought and will lead the charge out of the worst global downturn since the 1930s, according to new forecasts by the Asian Development Bank (ADB) – a Manila-based institution that promotes economic and social progress in the Asia-Pacific region.

After slashing its forecast for the region in March, the ADB reversed course in its updated Asian Development Outlook (ADO) 2009. The bank said developing economies in Asia would grow by 3.9% this year, up from its previous forecast of 3.4%.

“Despite worsening conditions in the global economic environment, developing Asia is poised to lead the recovery from the worldwide slowdown,” said ADB Chief Economist Jong-Wha Lee.

However, the growth will not be evenly distributed. Economic growth in East Asia will be driven largely by China’s dynamic economy. But economic growth in Southeast Asia will be sluggish, because the recoveries of Vietnam and

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Companies featured in this edition of the newsletter: ACTC, CVM, CUR, DKAM, ENZ, IMUC, IWEB, PHC, SVUL, SRCO, SVUL, XSNX

Markets extended their winning streak yet again this week, as all ten sectors of the S&P 500 finished in positive territory and markets hit fresh highs for the year once again, despite the lack of any significant developments on either the corporate or economic fronts. All told, the Dow ended up 2.2% on the week, gaining 214 points to close at 9820 on the week, up 11.9% on the year. The Nasdaq performed slightly better, gaining 2.5% on the week, closing at 2132, up 35.2% on the year, while the S&P 500 and Russell 2000 gained 2.5% and 4.1% respectively, up 18.3% and 23.7% on the year.

While it was a relatively quiet week as far as headlines were concerned, there were some positive economic developments in the form

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Companies featured in this edition of the newsletter: CUR, CVM, ENZ, IMUC, MBCI, ONEZ, PHC, SVUL

Markets finished in positive territory yet again during this holiday shortened week despite the lack of any significant developments on either the corporate or economic fronts. All told, the Dow gained 164 points to close at 9605, up 1.7% on the week and 9.4% on the year. The Nasdaq gained 3.1% on the week, closing at 2080, up 32% on the year, while the S&P 500 and Russell 2000 gained 2.6% and 4.0% respectively on the week, up 15.4% and 18.8% on the year.

It was a slow week on the corporate side, but there were some healthy signals from the technology sector, as Texas Instruments raised its Q3 outlook, guiding for EPS of between $0.37 and $0.41, up from previous forecasts of $0.29-$0.39. Fed Ex also guided higher, citing cost management and better

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[Editor’s Note: If you’re new to the commodities-investing arena, and are uncertain about the landscape – or even if you’re an “old hand” at natural-resource stocks, but want some insights into the new profit plays and new players – consider hiring a guide: Money Morning Contributing Editor Peter Krauth, a recognized expert in metals, mining and energy stocks, is also the editor of the Global Resource Alert trading service, which ferrets out companies poised to profit from the so-called “Secular Bull Market” in commodities. A former portfolio advisor, Krauth continues to work out of resource-rich Canada, which keeps him close to most of the companies he researches. Against the growing global financial malaise, Krauth says that commodities are among the most-profitable and least-risky investments available, and notes that this may well be the most powerful bull market for commodities we’ll see in our …