Monday Will Be a Big Day for These Two Emerging Market Nations
Jun 26th, 2009 | By Martin Denholm | Category: Emerging MarketsKeep an eye on the Chinese and Brazilian stock markets on Monday.
Keep an eye on the Chinese and Brazilian stock markets on Monday.
For quite some time I was interested in recommending that my readers invest in Russia. I still had concerns about some political issues and organized crime in the country. Most experts out there tell people to stay away from Russia, so I knew I had to do further research myself.
Like most investors, Harvard University’s billion-dollar endowment fund took a beating during the global financial crisis. Many investors cashed out, opting for the safety of the sidelines. But Harvard called a new play. During the first quarter, Harvard engineered a dramatic shift in its endowment-fund investment strategy – boosting its stakes in some of the most prominent emerging market exchange traded funds (ETFs).
It’s hard to look at Peter Schiff with anything other than awe.
Capital flows to emerging markets are likely to plunge this year. And countries with low domestic savings or wide external deficits will suffer badly. Martin Hutchinson picks the five best emerging market etfs to hold in 2009.
Like much of the world, China is going through a rough patch. But Louis Basenese says there are many reasons why now is the perfect time to invest. He recommends four companies for big gains when the market gets back to winning ways.
The Decoupling Myth Despite all the talk about China’s economy “decoupling” from a U.S.-led recession, the numbers tell a different story. A simple comparison of the biggest companies in China with U.S. blue chip stocks proves that the U.S. and Chinese economies are moving in a tightly correlated pattern, as Bud Conrad explains in today’s chart.
Global investors seeking undervalued markets might want to look at Russia, China, India, Malaysia, South Korea or Brazil. And if they want to avoid overvalued markets, they’d be best to eschew Italy, the United States, Japan, Canada, Switzerland, or Germany.
The People’s Republic of China: When Asia expert Keith Fitz-Gerald first returned to this country a week ago, he was overwhelmed by a single impression.
We’ve been hearing it for years: “You’ve got to be in emerging markets.”