Emerging Markets
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 [...]
Must Read: Fact and Fiction in China
China is without question one of the biggest and most important markets for global investors to understand. Whether you’re a Bull or Bear on Chinese stocks, you need to understand how the Chinese economy will affect the companies in your portfolio, wherever those companies may be located.
Investors also need to be able to filter through [...]
Mobius on Emerging Market Valuations
Templeton’s Mark Mobius on emerging market stocks in a recent Bloomberg interview:
“If you look at price-to-book value, you see that it’s below the average that we’ve seen for a number of years,” Mobius said. “We are not buying stocks that have a price- earnings ratio of over 10, by and large, with some exceptions, and [...]
Forbes G-8 Package
Forbes.com has a special package of articles on the G8 Summit. Superstars like Joe Biden and Nobel Prize winner Rajendra Pachauritake center stage, but I have a walk-on appearance about African stock markets.
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