CNBC Guest Blog
- Dubai is Harsh Reminder of Prolonged Global Recovery
- Farrell: What's Different On This Black Friday
- Crescenzi: Claims Level Suggests End to Job Losses
- Schork Oil Outlook: Gas Bulls Pinning Hopes on Mother Nature
- Busch: The Debt-Interest Rate Paradox
- Busch: Markets Smell a Country Rat
- Schork Oil Outlook: Mission Impossible For The Bears?
- Losey: Asset Allocation At Retirement
- Farrell: Obama Hectored, Ignored and Restricted?
- Don't Dwell on Investment Mistakes; Move on, Like Buffett
MOST SHARED
- US Shoppers Spent Less Over Black Friday: NRF
- UAE Stocks Tumble on Dubai Woes; Asia Rebounds
- South Korea Sees Exports Bouncing, but Risks Remain
- Dubai's Nakheel Seeks Suspension $5.25 Billion in Bonds
- Japan Won't Intervene to Weaken Yen: Finance Minister
- Dubai is Harsh Reminder of Prolonged Global Recovery
- Japan Industrial Output Edges Up But Yen May Weigh
- Tiger Woods Wants to Protect Family Privacy: Agent
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- UAE Central Bank Stands by Banks Amid Dubai Crisis
- Dubai's Nakheel Seeks Suspension $5.25 Billion in Bonds
- US Shoppers Spent Less Over Black Friday: NRF
- US Senator Opposes Fed Chief Bernanke Renomination
- A Weak IPO Debut for Las Vegas Sands' Macau Unit
- US Treasury Wants Banks to Do More to Ease Mortgages
- Tiger Woods Accepts Full Blame for Car Crash
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Big US Banks May Be Forced to Raise Capital: Bove
RSS FEED

Michael Yoshikami
President & Chief Investment Strategist
YCMNET Advisors
In U.S. President Barack Obama's speech to Asia-Pacific leaders at the APEC Summit in Singapore over the weekend, he highlighted the importance of a strong China economy in the context of global growth.
"The United States does not seek to contain China... On the contrary, the rise of a strong, prosperous China can be a source of strength for the community of nations."
Translation: The U.S. must look to Asia for growth or risk being left behind. It is important to shift from a primarily consumption driven economy to one that embraces exports and global trade; America simply cannot rely on just the US consumer to spur lasting economic growth.
Investors should similarly embrace this reality in their investment strategy as well.
This means picking up companies that have shown to subscribe to new economic truth.
Multinational companies like Johnson and Johnson [JNJ
Loading...
()
] and McDonalds [MCD
Loading...
()
] will likely continue their push into emerging economies.
Technology and infrastructure companies like Apple [AAPL
Loading...
()
] and Caterpillar [CAT
Loading...
()
] know that providing world-class products for consumers and businesses is the path to greater profits.
Exports now matter more than ever before and companies that operationalize this understanding are poised to do well.
Also, investors need to watch the international revenue trends in companies they are hoping to invest in. These companies should have a coherent, actionable plan for global growth.
Also, investigate if company leadership recognizes the new economic world. Smart companies adapt, eventually irrelevant companies don't; it's that simple.
And the consequences of business as usual in a rapidly changing environment means lower investment returns for you.
It's common to hear that the United States is falling by the wayside as the world grows and expands. This need not necessarily be true and Obama is outlining a way forward for American economic growth.
While there is strong disagreement about public policy decisions, there is one clear consensus -that the U.S. must be a participant in helping emerging economies expand and prosper, or risk losing out.
Editor's Note: Disclosure - Yoshikami does not personally own any of the above recommended stocks.
___________________
Michael A. Yoshikami, Ph.D., CFP®, is Founder, President, and Chief Investment Strategist of YCMNET Advisors, Inc., a registered investment advisory firm (www.ycmnet.com). He oversees all investment and research activities of YCMNET. He is a respected lecturer speaking frequently on market issues, tactical asset allocation, and investment strategy. Michael and YCMNET were ranked as one of the top investment 100 advisors in the United States for 2009 by Barrons. He appears regularly on CNBC and CNBC Asia and can be reached directly at .









