Target These Underperformers in Asian 'Goldilocks' Phase

Key drivers of this 'just right' phase, and how to play it.

Why This Market Is Not 'Overvalued', Plus a Play on Citigroup: Market Recon

Citi is severely undervalued, even as financials underperform.

Indonesian Election a Market-Friendly Vote Against Religious Extremism

2 ways to invest in the Asian country, as business-friendly presidential incumbent Joko Widodo surged ahead in election exit polls.

What's in Store for China After Its Massive Stimulus Boost?

The second quarter will be interesting, but China's equity market does not look as tempting now as it did back in January before China injected a ton of liquidity into its system.

India's Markets Hinge on History's Largest Exercise in Democracy

The outcome of the national election that will run through mid-May likely will determine the pace of economic reform in the country.

Selfish China and the United States Inflict Pain on Asian Investors

Asia, outside China, is going to have to stand on its own two feet while China and the United States get their complicated dance partnership sorted out.

Don't Fight the People's Bank of China

With both the Fed and PBC providing cheap capital, the market has a wind at its back.

Chinese PMI Data, Valuation Expansion and Playing Energy: Market Recon

I am taking profits on energy names on WTI's 32% quarterly gain.

Use Caution on Small-Caps, Plus Apple, Tesla and McDonald's: Market Recon

Equity markets marked time on Monday, mostly on light volume.

Listen to the Wise Traders of the Bond Markets

They are more seasoned than traders of any other asset class.