Fast Money's Global Growth Trade Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's Global Growth Trade

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Created by barrons2

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Date updated:05-07-2008

Is the global growth trade back on after S&P upgraded Brazil’s sovereign debt this week? As we told you on Wednesday, Standard & Poor's Ratings Services raised Brazil's debt rating to investment grade, a key benchmark in the nation's economic transformation that sent domestic stocks soaring. The long-awaited upgrade came two months after Brazil's Central Bank declared that the nation's debt crisis was over because Latin America's largest country had emerged as a net foreign creditor for the first time.

TSM
Taiwan Semicond A
$10.39
-0.29%
$10.26

The upgrade suggests to me that global growth remains robust, says Tim Seymour. In EM I especially like tech names such as Taiwan Semiconductor (TSM) and Infosys (INFY).

People owning TSM also tend to own: ABV AMX APC BBD BDC CIB CIG

TheStreet.com Rating: B- What is this?

INFY
Infosys Technolog
$51.23
+0.55%
$51.38

The upgrade suggests to me that global growth remains robust, says Tim Seymour. In EM I especially like tech names such as Taiwan Semiconductor (TSM) and Infosys (INFY).

People owning INFY also tend to own: AAPL ACN ADSK ANSS CDNS CTSH EBAY

TheStreet.com Rating: B What is this?

CETV
Central European
$27.70
-0.18%
$27.82

I’m also bullish on some of the media names such as Central European Media Enterprises (CETV), CTC Media (CTCM) and Net Servicos de Comunicacao (NETC).

People owning CETV also tend to own: HDTV MRVL AAPL GOOG BUD CRYP PNK

TheStreet.com Rating: D What is this?

CTCM
Ctc Media
$15.64
-3.58%
$15.79

I’m also bullish on some of the media names such as Central European Media Enterprises (CETV), CTC Media (CTCM) and Net Servicos de Comunicacao (NETC).

People owning CTCM also tend to own: BAM CHK CHL GILD GOOG GROW PG

TheStreet.com Rating: C What is this?

NETC
Net Servicos De C
$13.85
-1.77%
$13.96

I’m also bullish on some of the media names such as Central European Media Enterprises (CETV), CTC Media (CTCM) and Net Servicos de Comunicacao (NETC).

People owning NETC also tend to own: CEA LFC BMRN BVX CHTR COGO CRESY

TheStreet.com Rating: C What is this?

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