International Trader

France is an underappreciated export powerhouse whose listed companies reap three-quarters of their sales beyond its borders. Of the top 10 names in the index, only BNP Paribas could be considered domestic-facing.

The environmental, social, and governance label remains a selling point for European investors even as it has fallen out of favor in the U.S. It’s unclear whether these investments pay off because the category is loosely defined.

Korean stocks stand a lot more to gain from global markets’ artificial intelligence mania than they do to lose from the Trump administration’s tariffs.

U.S. tariffs have hit India hard, and so have policies from the Modi government. But valuations have improved, and growth over the next three to five years should allow the country to take its next star turn.

The European Union will ban the sale of new gasoline-powered internal-combustion passenger cars by 2035 in favor of EVs. Auto makers sense the opportunity.

It’s a highly diversified asset class, and some managers see sweet spots in Turkey, Guatemala, Paraguay, Mexico and Malaysia.

Investors took the result of the Buenos Aires province election as a harbinger for next month’s national midterm polls and fled Argentine assets.

Brazil’s former president, Jair Bolsonaro, goes on trial in his country, and U.S. President Donald Trump attempt to stop the trial with tariffs backfired. The markets are watching for new developments.

Mexico’s President Claudia Sheinbaum has a recovery plan aimed at getting Pemex off the state dole and adding 200,000 barrels of output. Some analysts are skeptical.

Shares are up 20% for the year despite the one-two punch. While further gains may be a struggle, tariffs might not have been as serious a blow as expected and the prime minister might keep his job.

Singapore hasn’t been suffering in the retreat from globalization, and yet the city-state is looking to sector diversification—financials, artificial intelligence, and pharmaceuticals—to reduce dependence on trade.

Rheinmetall is the top contractor to Germany, which is spending more on defense, while Leonardo is a top name in electronics defense systems.

Chinese stocks have been a standout this year. But beneath the excitement is a persistent economic rout.

European pharmaceutical stocks have swooned while the broader market has climbed higher. As a result, stocks in the sector are looking like a buying opportunity.

The government is retrenching on infrastructure spending and corporate earnings expectations are down. But a retail frenzy has kept valuations rich.

Experts fear the president’s announcement will boost the re-election chances of his Brazilian counterpart.

Junk issuance in the European Union smashed records in June as investors gobbled $27 billion in subinvestment grade corporate paper.

Brazil, Argentina, and Nigeria are pumping oil. Why the big push now when OPEC+ has to restrain spare capacity?

The biggest bull indicator for Japan’s market is that companies have a mounting enthusiasm for buybacks, the latest front in a campaign to become more shareholder-friendly.

German Chancellor Friedrich Merz predicts GDP growth next year after three stagnant years. His approval rating is up, and so are the markets.

Singapore’s tightening may spell opportunity for rival crypto centers, particularly Dubai and Abu Dhabi.

Incoming South Korea President Lee Jae-myung was pessimistic in his inaugural address but investors may want to ignore that and buy stocks, which look cheap.

The close election result shows Poland is still bitterly divided on social and cultural issues. Not so much on economic policy.

The Big Two—BHP Group and Rio Tinto—and everyone else are switching into copper, whose price has jumped. That takes time, and lots of it.

Mexico’s stock market runup could be at risk if President Claudia Sheinbaum fails to rein in the powerful drug cartels and reduce shipments of fentanyl across the U.S. border.