High-speed trains to nowhere?

The graft and corruption plaguing China’s railway system are not what worry me — it’s the misallocation of capital. China may not unseat the US as the world’s largest economy as soon as expected.

Ready for the latest challenge?

I told you months ago to shift your portfolio to emerging markets in the spring. Here, I’ve found some good stocks to consider. The trouble is, individual investors can’t always buy the best ones.

Why India is undervalued

True, blue chips from India are not cheap. But there is a host of emerging Indian companies that offer growth at a bargain price — and I expect many of them to start trading in New York soon.