Ford (F) has been successfully solidifying its position in the Indian car market over the last year when it launched Ford Figo. Booming sales of the Ford Figo helped Ford India post a 184% growth in sales in 2010. This helped Ford compete globally with automakers like GM (GM), Daimler (DKX), Honda (HMC), Toyota (TM), Maruti Suzuki, Hyundai and others. We believe Ford's transformed position in India and its aggressive growth plans can provide significant upside potential to Ford's stock value.

We have a price estimate of $20.59, which is around 42% above the current market price.

Goldman Sachs (GS) is purchasing India's Benchmark Asset Management Co., a big provider of exchange traded funds that was founded in 2001 and has around $700 million in assets under management. Goldman's asset management business competes with those of other leading financial institutions like Morgan Stanley (MS), JPMorgan (JPM), Credit Suisse (CS) and UBS (UBS).

Asset management constitutes about 11% of our $164 price estimate for Goldman's stock. Comparatively, bonds, currencies & commodities trading represents the largest contributor to our Goldman price estimate, at 38%.

An invasion of U.S. oil fields by Asian buyers is happening. Recently, companies from Korea, China and India have bought land in the oil-rich states of Texas, Colorado and Wyoming, according to Reuters.

In one of the biggest land deals, Korea National Oil (KNOC) bought one-third of Anadarko Petroleum's (APC) land holdings in South Texas for $1.55 billion. The purchase of 80,000 acres is located in the Eagle Ford Shale section, which is believed to have rich deposits of oil, natural gas and liquids, according to Reuters. KNOC also will receive 16,000 acres in the Pearsall Shale in South Texas.

Procter & Gamble(PG) is the largest consumer goods company in the world with sales in excess of $79 billion in 2010. It and competes with Colgate-Palmolive(CL),Unilever Group(UL), Revlon(REV) and L'Oreal. Under its current CEO, Bob McDonald, P&G set out on an ambition goal to acquire one billion new consumers by 2014/15. It should then come as no surprise that P&G has ambitious plans for one of the most populous nations in the world, India.

We value P&G with a $75.25 Trefis price estimate of its stock, which is around a 20% premium to its current market share price. A detailed analysis of P&G's game plan for India only reinforces our outlook and hints at further potential upside to our estimate.

Starbucks (SBUX) is the world's leading roaster and retailer of specialty coffee. Through its global network of owned and franchised coffee retail outlets, Starbucks offers a wide range of products from coffees and teas to sandwiches and brewing equipment. It competes with McDonald's (MCD), Caribou Coffee and Peet's Coffee in the broader market for specialty coffee.

ArcelorMittal (MT) is currently the largest steel manufacturer in the world, formed by the merger of two steel giants, Arcelor and Mittal in 2006. The company competes with other international Steel giants like BaoSteel, Posco, Nippon Steel and ThyssenKrupp.

Our price estimate for Arcelor Mittal stands at $40.67, roughly 10% above market price.

By now, most investors have heard the rallying cry of this market: "Just buy the dip!" However, the tape has been so strong that it can sometimes be difficult to find substantial dips that provide a good, low-risk entry point to begin building a position. But some potentially promising opportunities do exist. The first of these is an ETF that tracks the Indian stock market -- the iPath MSCI India Index ETN (INP).

This ETF has lost around 13% over the last three months and a little more than 4% during the last month. Year-to-date, it is down more than 14% as Indian stocks have been hurt by interest rate hikes, which have been instituted to try to tame inflation.

Years ago, I remember a conversation among cotton traders: "Cotton is a straight line mover. When it moves it shoots straight up and when it falls its like a stone. ... If you ever get caught on the wrong side of cotton, you'll lose your shirt."

Someday, traders will tell their grandchildren about the great cotton bull market of 2009 to 2011, and how they bought 100 contracts at 60 cents a pound in 2009 and saw the price go to $1.9455 per pound. They will talk for hours about how they made $1.34 per pound on each contract (each 1 penny equals $500). So they made 134 pennies on each contract at $500 per penny times the 100 contracts. They will ask their grandchildren to figure out how much money they made. "Grandpa, you made $6,700,000!"

"Outsourcing play Cognizant Technology (CTSH) is a bet that after a strong 2010, this sector will continue to yield big profits for investors," says Nicholas Vardy.

The editor of Global Bull Market Alert explains, "CTSH, a New Jersey-based company with more than 75% of its 100,000-plus employees based in India, is set to continue performing well as the global economic recovery gains momentum.

"Cognizant does more than just staff low-end call centers, or process online catalog orders. Cognizant's workers test drugs, develop software and engage in a host of other sophisticated activities.

This sounds like an investment opportunity to me: China and India plan to increase coal imports by 78%, as reported in Bloomberg Businessweek.

Yesterday, I wrote about the worldwide shortage of copper, in the neighborhood of 500,000 metric tons. Now we have another commodity for which demand will be strong next year.

Sugar prices have been on a roller coaster this year. During the middle of the year, rumors were rampant that supply was tight. Prices more than doubled.

Then rumors spread that there would be a surplus of sugar this year and prices had a sharp sell off. Now the latest guesstimate is that sugar demand will exceed supply in the marketing year ending September 30. As reported in Bloomberg/Businessweek, analysts for ABN Amro and VM Group forecast that demand will reach 165.3 million metric tons, more than 3 million tons more than supply.

"We're refilling our prescription with Dr. Reddy's Laboratories (RDY), the India-based generic drug maker," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "Time was, being a generic drug manufacturer in India was a pretty simple business. All you had to do was analyze a new pharmaceutical compound and figure out how to manufacture it.

"A little thing like patent protection was just a minor inconvenience. And that's how Dr. Reddy's Laboratories got started. Founder Dr. Anji Reddy used his PhD in Chemical Engineering and his experience in a state-owned pharmaceutical company to do the reverse engineering and figure out the manufacturing process.

There's an old axiom: "Markets trade, then we add the reasons for the price changes." That being said, the next question is: Are the markets being manipulated? And if so, how?

That's rather easy to figure out. The Fed plays with the U.S. dollar and bond contracts. If you look at commodity prices at about 7:00 p.m., you'll see the U.S. dollar futures up, say 50 basis points one day; the next day they are down 40 basis points.

If you had to pick a commodity market dominated by rumors, it would have to be sugar. On Nov. 3, our headline read: "Sugar Surges to a 30-Year High on Tight Supplies." Then, just over a week later, our headline read: "Sugar Plunges from a 30- Year High." And now today's headline describes another surge. What is going on?

First, the facts:

• Sugar stocks are at their lowest level in two decades, as reported in the Wall Street Journal.
• The International Sugar Organization cut its prediction to a 60% smaller surplus of 1.29 million tons. Some analysts have forecast an even tighter surplus.