Opportunities Abound in These Emerging Markets


US markets may be a little flat this month, but that doesn't mean there aren't growing investment opportunities in emerging markets. Here, our traders detail some of their favorites.

Shanghai Surprise
China’s sudden 10 percent selloff was halted just as suddenly, as worries about price controls and rate hikes in the face of inflation abated. The Trading the Globe panel had differing strategies towards trading China in this volatile environment, but they saw specific buying opportunities around the emerging world on the back of the selloff:

Tim Seymour Likes:Potash
Silvinit (Moscow Exchange)
Teck Resources
Trina Solar

Ron Shah Likes: Mindray Medical
Duoyuan Global Water

David Riedel Likes:Vale
Bumi Resources (Jakarta Exchange)
Uralkali (London Exchange)

Call it 'Global Motors’?
The GM IPO has brought back to life an American icon. But if their prospectus is any indication, GM has tethered its hopes to emerging markets — getting 44 percent of its sales from South America, Asia, Russia, Africa, and the Middle East. If you didn’t get an allocation in GM’s IPO, the Trading the Globe panel had ways to capture growth amid a global auto expansion.

Tim Seymour Likes:Renault (Euronext Paris Exchange)
Fiat (Frankfurt Exchange)
SAIC (Shanghai Exchange)
Hyundai (Seoul Exchange)

Ron Shah Likes:
Mahindra & Mahindra (Bombay Exchange)
Amara Raja Batteries (Bombay Exchange)
Changchai (Shanghai Exchange)
Suzuki (Tokyo Exchange)

David Riedel Likes:
Tata Motors
Green Dragon Gas (London Exchange)

Is South Korea the Next Japan?
Known for its efficient export of cars and electronics, South Korea looks a lot like Japan did back in the 1980s. But is it about to transition from fast growing emerging market to slow growing developed market? The Trading the Globe panel debated whether South Korea was "Turning Japanese" — and revealed the Seoul trades that still hold opportunity.

Tim Seymour Likes:
Samsung (Seoul Exchange)

Ron Shah Likes:
Woori Bank
KT Telecom

David Riedel Likes:
CJ CGV (Seoul Exchange)

The 'Disney' of the Emerging World?
Mexican media giant Grupo Televisa is the latest company to enter Tim Seymour’s "Ambassador’s Index." It represents Disney in his list of 30 emerging market stocks that mirror the Dow 30. But, as the Trading the Globe panel explains, Televisa isn’t the only way to get access to the growing appetite for culturally-specific entertainment across the emerging world.

Tim Seymour Likes:
CTC Media

Ron Shah Likes:
Reliance Big Entertainment (Private)
INOX Leisure Ltd (Bombay Exchange)
Focus Media
Net Servicos

David Riedel Likes:Central European Media

DISCLOSURES: Tim Seymour or his firm are long: Potash (POT), Teck Resources (TCK), Toyota Motors (TM), CTC Media (CTCM), Apple (AAPL)