After stagnating for nearly a decade, we believe the Taiwan stock market is now an attractive investment destination.

We flagged Encana (ECA) as a buy at $42.50 just over two months ago. Since then the shares have climbed steadily in tandem with buoyant energy prices. A strong correlation is hardly surprising.

Randgold Resources (GOLD), the West African gold miner released another set of impressive quarterly results this week. Rising production and robust gold prices drove mining profits nearly 90 percent higher to $33.8 million.

We have been bearish on the US dollar since 2001, believing that the value of the currency was in secular bear market and that a dramatic devaluation would eventuate.

If Anheuser-Busch (BUD), better known as Budweiser, is the King of Beers in the US, it may not be too long before the company grabs that title in China.