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Must Read: Beware of Chinese Stocks on OTCBB
If you’re convinced that you have come across an amazing, undiscovered Chinese company trading on the OTC Bulletin Board, do yourself a favor and check out Peter Fuhrman’s blog China First Capital. Peter’s an investment banker who specializes in raising capital for Chinese companies and he knows the Chinese IPO landscape pretty well. And it’s [...]
Investing in BRICs with ETFs
The BRIC investment theme — as in Brazil, Russia, India and China — has been an enormously popular topic in international investing circles since Goldman Sachs economist Jim O’Neill coined the acronym back in 2003. It’s hard to believe it’s been 6 years. The seminal pieces of Goldman’s BRICs research along with some other interesting [...]
Zen and the Japanese Economy
No analysis of the global credit crisis and its aftermath can be complete without some reference to Japan. Some folks say the U.S. economy is headed for a Japan-style “Lost Decade”. Others point to Japanese stocks and their failure to come anywhere close to their late 1980s bubble era highs as a stern warning that [...]
How to think about Chinese Stocks
Vitaliy Katsenelson has a skeptical piece on China’s economic “miracle” at MSN Money. As we pointed out earlier this month, skepticism has never been a strong suit of the Raging China Bulls and it’s refreshing to hear intelligent, contrarian voices like Vitaliy on the investment side or Derek Scissors for a broader economic/political view.
But there’s [...]
International Investing Basics: ETFs, ADRs, and golf clubs
If you’re just getting started in international investing, at some point you’re going to encounter exchange traded funds (ETFs) and American Depositary Receipts (ADRs). These are virtually idiot-proof securities that can be bought and sold through any broker, just like shares of IBM.
Unless you live in Kuala Lumpur, building a portfolio of Malaysian stocks would [...]
