iShares MSCI Emerg Mkts Index (EEM)

All Comments on EEM

  • commenter
    Rhunzzz
    Oct 06 10:32 AM
    Opportunity in Emerging Markets Amidst This Panic [view article]
    The problem is - neither VWO nor EEM will rise again till US investors start regaining their optimism, no matter how well the actual emerging market countries are doing macroeconomically (with regards to growth or balance of payments). So in the meantime, it's a real leap of faith - neither VWO nor EEM really pays out sufficient dividends to bolster fragile faith with cold hard cash. Reply
  • commenter
    Shiv
    Oct 05 01:09 PM
    My Website
    Global Market Roundup: Will the Bailout Work? [view article]
    The rescue package will take time to work its magic. And while people watch for indicators of success from implementaion of the rescue package, there is a possibility that better opportunities might emerge. This is time when perceived risks are higher than real risks. In the short term, corporations may well find earnings potential fall below long term earnings potential; and this might cause better entry points. However several economic risks are already priced in. This is a market for long term investors (5/6 years). Sector allocation is important, overweight positions need to determined based on which sectors will benefit most during the next cyclical upswing; also to consider is over-weighting the presently undervalued sectors; and finally consider the sectors which outprform based on where we are in the economic cycle today. Investors should also not forget to rebalance portfolios more frequently than in normal times. Finally, do not forget diversification across asset classes. Its a good market for traders too; volatility is high which is good for day traders. Positional traders can also look forward to an up quarter followed by a re-test of lows. This is one of those times when there is opportunity for everyone, regardless of style - short term/long term/trader/bull/bear. The only styles I would say might feel a bit left out is growth; because I think this is a time value will outperform and off course, small caps should lag large caps. Reply
  • commenter
    X-15
    Oct 05 01:02 PM
    Global Liquidity Crisis: What Now? [view article]
    Iran -Israel war. The weird thing there is it would bolster the dollar. Reply
  • commenter
    Bill James
    Oct 05 09:00 AM
    My Website
    Global Market Roundup: Will the Bailout Work? [view article]
    End government control over rights of way, implement Performance Standards for power generation and transportation and in 6 years. seekingalpha.com/artic...

    Building the Physical-Internet will likely working family disposable income can increase by $3,200 per year. www.jpods.com/ar_Burde...     Reply
  • commenter
    User 179191
    Oct 05 08:55 AM
    Global Market Roundup: Will the Bailout Work? [view article]
    Excellent review! The Doom & Gloom scenario seems almost universal - indicating that perhaps the worst has already been discounted. But "hold on" for more volatily until the dust settles and investors begin looking past the devastation to the inevitable economic and market recovery. Reply
  • commenter
    fanning
    Oct 04 11:49 PM
    Global Stock Markets: In the Grip of the Bear [view article]
    brought HXD.to and made some profit. Should have brought FXP even better. Reply
  • commenter
    nevket240
    Oct 04 11:32 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    China has, as we know, enormous finacial reserves to put into play to keep their restless minions employed. They will continue to suck in whatever commodities they can afford. Either keep the minions happy or have their throats cut. literally. Other Asian nations are in the same boat.
    The US will inflate by Infrastucture spending. the US minions are too far under to borrow so printing is useless.
    Sth America, now nearly as Socialist as the US, will do the same as China. They will go the economic war path against the US and store commodities for their own use forcing a bankrupt US to raise the bid.
    Now, go read your own tea-leaves.
    regards
    Reply
  • commenter
    johnthebear
    Oct 04 11:32 PM
    Global Liquidity Crisis: What Now? [view article]
    The problem with your analysis as I see it, is that you have not factored in the major correction coming in commercial real estate, world wide. Regional and local Banks will be failing with 60% of their loans in commercial real estate.

    Capitalization rates were two low, based on expected appreciation and low interest rates. They will begin to rise with the interest rates and added risk premium due to rising vacancy. Prices of commercial real estate will be falling, as will industrial property with rising unemployment.

    This means, that while residential property values may bottom in 2010, there will be a longer delay before commercial real estate will show signs of recovery. New construction might be expected in a more normal recession sponsored by government, but with lower property taxes and failing state governments (CA and NY etc) there is no source of wealth to back up the economy. Then if you really want to get depressed, what will happen as social security tax revenues fall and the system breaks down sooner than expected?

    A long bitter road is ahead, better tread carefully.

    Might be a that WW III will be needed to end the mess. This could all happen much sooner than you expect. What happens if there is an Iran-Israel war between the time of the election and inaguration? Get right with GOD?     Reply
  • commenter
    bhakta
    Oct 04 11:16 PM
    My Website
    Friday Outlook: Commodities, Emerging Markets [view article]
    I sent my absentee ballot in already and voted for Green or Libertarian and for only my Democrat Congressman Mr. Earl Blumenaurer who has consistently voted against the wars, against the bail outs, etc. My own gut sense is we are in for a very long and deep depression situation, and there is no government or combination of governments that can prevent this from happening. The lows we see now, will look high in another six months as more businesses fail, jobs become scarce worldwide, and trade slows. Reply
  • commenter
    nevket240
    Oct 04 09:46 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Everyone forgets the HUGE amount of panic deleveraging taking place. margin calls must be keeping the Telcos profitable.
    What is going to happen in 6-12 months?? Collapsing employment means Govt spending on Infrastructure. HUGE amounts are required. The commodities are not going to be down for long!!
    The BULL RAGES ......
    regards     Reply
  • commenter
    Marc
    Courtenay
    Oct 04 08:51 PM
    My Website
    Global Liquidity Crisis: What Now? [view article]
    What's your opinion on short-term deflation as a result of an imploding economy already in recession? I want to believe you are right about commodities if there is a concerted worldwide effort by central banks to lower interest rates and add lots of liquidity. Thanks for your article. May all this lead to a more civilized world with less corruption...I know...I'm dreaming again. Reply
  • commenter
    Flav
    Oct 04 02:11 PM
    Tactical Asset Allocation, Part I [view article]
    Geoff: i hope you don't get tired of my posts, but i have to tell you, once again, great article!!!!!!! Reply
  • commenter
    peterthepain
    ter
    Oct 04 10:25 AM
    My Website
    Global Stock Markets: In the Grip of the Bear [view article]
    amen to that..bounces up...probably...but...... pong ball goes down stairs...bounces up but continues down...p Reply
  • commenter
    lytle
    Oct 04 09:06 AM
    My Website
    Record Setting Month for CBOE ETF Options [view article]
    Hey! I'm with aCBOEtrader: "Sounds like extortion, right. Please write an article about that." Reply
  • commenter
    lytle
    Oct 04 09:01 AM
    My Website
    Record Setting Month for CBOE ETF Options [view article]
    aCBOEtrader: Thanks for your comment! I wish more market makers and floor traders would comment on the "goings-on" and their opinions. To my way of thinking; who knows more about it? Reply
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