Market Summary

The U.S. Economy and Stock Market Fundamentally, the U.S.  economy continues to be strong, and recent data indicate that the trend will continue. Fundamental stock market indicators are bullish.  Corporate profit growth is strong, exceeding 23% for the first six months.  Strong corporate profits are positive and correlated with stock Read more…

Riding the Vietnamese Tiger

We’ve been expressing our positive view about Vietnam as a favored investment destination in emerging markets since last June.  Since then, the Ho Chi Minh Index has appreciated more than 50% in U.S. dollar terms. Source:  Bloomberg Stock market rallies require a combination of economic and financial fundamentals followed by Read more…