Trading the Globe: Saving China

Chinese stocks got their best rally in two weeks last night, but Shanghai is still down 29% from its peak. The macro numbers have been horrible. What will it take for Beijing to step in? Tune in tonight on CNBC for the answers.

Last week's industrial production numbers came in at their worst since August 2009 -- when the global economy was still digging out from the Lehman Brothers disaster.

Monetary supply is crawling along at its lowest level in over a decade, reflecting a dramatic downturn in demand for yuan as well as Beijing's efforts to clamp down on lending.

Exports are up 13.8%, which would be great for any country that does not have China's track record of 20% to 25% export growth.

But it looks like the government is actively buying stocks in Shanghai now and there might be another reserve requirements cut over the weekend.

Added stimulus could also be on the way.

Remember: the Chinese market began a rally in November 2008, months before the rest of the world realized the credit crisis was already easing.

Shanghai was a leading indicator then, and then led the world down in April.

Will it be a leading indicator again?

Trading the Globe prime-time specials are back

The next prime-time Trading the Globe special is coming to CNBC tomorrow night. Will the Santa Rally actually reward emerging markets traders, or are the lines stacked against us this year?

Previous Trading the Globe specials gave investors one of their first peeks at post-World Cup South Africa , toured emerging powerhouse Indonesia and took an in-depth look at the untapped economic power of Argentina .

Tim Seymour hosts top emerging market traders in their discussion of global investment ideas. Tune in at 7:30 ET this Friday for another fast-paced half-hour roundtable discussion.

Markets like this are the future of growth, the future of investing, and the future of money.

Trading the Globe

As rising debt and slowing demand hobble the Western world, traders are hunting for the globe's next growth engine. Enter emerging markets.

The burgeoning economies of China, Latin America, Southeast Asia and Africa have all the components that used to make the American economy so attractive: an expanding middle class, a growing population and a burgeoning culture of entrepreneurship.

Still, American investors view emerging markets with equal doses of greed and fear: desperate for the gains only foreign economies can offer, but afraid of the unknown.

Trading the Globe will demystify these countries and companies, separate fact from fiction, and bring the reality of emerging market investing into the light.

In Trading the Globe, prominent emerging markets traders will gather for a fast-paced, half-hour roundtable discussion -- led by emerging markets hedge fund manager Tim Seymour -- that will highlight the big market moves from every corner of the globe and explain to viewers the ways to tap this unstoppable growth story.

This is the future of growth, the future of investing and the future of money.