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- 31 Country P/E and PEG Ratios [view article]
- The Global Economy: Is Deflation the Next Macro Story? [view article]
- Global Stock Markets: In the Grip of the Bear [view article]
- European Finance Now Under Attack [view article]
- Bespoke's International Equity Snapshot (9/10/08) [view article]
- A 360 View of Returns (July 2008) [view article]
- OECD Lowers Growth Projections for All G-7 Countries Except the US [view article]
- Financial Markets: The Era of Caution [view article]
- Key ETF Performance [view article]
- Total Returns by Country Since March 2003 [view article]
- An ETF Portfolio of Olympian Proportions [view article]
- What To Watch This Week for Six Country ETFs [view article]
Recent EWG Articles
- Global Stock Markets: The Crash of 2008?
- Key Asset Class Performance
- Global Stock Markets: In the Grip of the Bear
- The Global Economy: Is Deflation the Next Macro Story?
- European Finance Now Under Attack
- Another Day, Another Dollar
- Bespoke's International Equity Snapshot (9/10/08)
- OECD Lowers Growth Projections for All G-7 Countries Except the US
- Key ETF Performance
- Financial Markets: The Era of Caution
- Full List of Articles »
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On Country Selection [view article]
ANVOR--luck, circumstance and momentum should not be equated to....? Reply
On Country Selection [view article]
What the heck did Roger meant by this?: "One thing to remember here is that in the last few years foreign markets have dramatically outperformed US markets which creates the opportunity for confusing genius with a bull market." ReplyOn Country Selection [view article]
I think both China and Russia are good play. But I am worry we are facing global recession soon. ReplyOn Country Selection [view article]
What about Russia? Replyspeculator
On Country Selection [view article]
China is down 54% over the last year. China is a great investment right now. It is a fast grower and because of the pull back is also a value play. One thing I am sure about is in 10 years China will out perform the US-many times. ReplySpanish Unemployment, Housing and Balance of Payments [view article]
have you, or can you, apply this type of article (and as your very fine one on italy; haven't read the one on germany yet) to the u.s.?thanks! Reply
Spanish Unemployment, Housing and Balance of Payments [view article]
Nice to see some international coverage in Seeking Alpha. Thanks. ReplyTime to Change Country Mix in World Market-Cap [view article]
We need to keep an eye on the acounting system used in third world. What is the valuation of stock in Brazil, for example ? I also suspect how India and China can sustain their econmy when oil price is so high and US in recession ? ReplySpanish Inflation, Retail Sales and Bank Lending [view article]
NOBODY expects the Spanish Inflation! Our chief weapon is surprise...surprise and fear...fear and surprise.... Our two weapons are fear and surprise...and monetary growth.... Our *three* weapons are fear, surprise, and monetary growth...and an almost fanatical devotion to oil speculation.... Our *four*...no... *Amongst* our weapons.... Amongst our weaponry...are such elements as fear, surprise.... ReplySpanish Inflation, Retail Sales and Bank Lending [view article]
This interesting article should be read by the individual investor as it is instructive to the direction of the world economy. Yes, more data from other countries is necessary, however, the spanish economy has been strong. The data indicates a turn that proffers growing inflation, and stress on the retail sector. Yes, the recession grows. I look forward to more data country by country reflecting similar data. ReplyWhen Central Bankers Clash, Stock Markets Can Crash [view article]
Good collection of information - China is the key. As we slow China should slow - an actual recession there will cause the commodities to bust. The big question will be if China can somehow prevent a significant slowdown through domestic consumption, Lets hope 'decoupling' is a myth. ReplyBottle
Spanish PPI Continues to Pressure Consumer Prices [view article]
Edward, thank you for this artcile, tremedous value add.Clearly Spain is facing some of the same issues as the UA, namelly a slowing economy after the bursting of a real eate bubble and mounting inflationary costs. It will be very interesting to see how the spanish economy fares after a cycle of extraordinary growth. Reply
When Central Bankers Clash, Stock Markets Can Crash [view article]
No hope in the long run to save our nation, as we've known it.For as long as so many people want to keep leftists in power so that they can create more government to combat the problems and disasters that their government programs and legislation caused in the first place, we are eventually doomed economically.
And government bureaucrats do this over and over, but always wiggle out of what they've done by blaming private industry (Big Oil, Big Pharma, and the like, and of course a bogeyman such as Bush or Cheney or Rove), and the people for what they have brought about.
With the help of the Marxist media, the people then yell for the government to do even more, thus causing problems that will have to be faced in the future—and that means more government rules, regulation, and legislation that brainwashed parrots scream for.
And clearly, it doesn't help sending our forces around the world to carry out other nation's wars for them. You can't blame Bush for all of this either. The Dumborats in Congress voted to go get the Toy Tiger in Iraq (except for the members of the Black Caucus, which only votes for bills to punish American businesses and individuals); and Bush didn't put troops and bases in over 140 nations around the world. They were there when he took office.
Meanwhile, America has an invasion from the south, crashing stock markets and the dollar, along with hyper-inflation, declining property values, and energy and food prices nearly equalling Germany's in the 1920s.
Enjoy the ride, especially those of you who're calling for even more leftists to take over so they can create more government to punish businesses and anyone else who is succeeding in the private sector.
Parasites engender more parasites of different types, because when one begins its feeding, it weakens the host, which invites even more suckers to the party. The host soon withers to nothing. Consider the American people the host. Reply
When Central Bankers Clash, Stock Markets Can Crash [view article]
Raising interest rates to control inflation ! Correct me if I'm wrong but todays world economy and markets resemble 1929 . The roaring 20's (roaring 90's followed buy housing bubble ) produced inflation , bubble pop and then recession of which the feds responded by increasing interest rates and made money tight (reduced lending ) which then resulted in a severe depression . Whats worse , a depression where no one has a job or inflation where at least people have work but have to pay a lot more for things which they can control . In any respect I am not sure I understand how increasing interest rates is going to change the dynamics of an imbalance of demand supply in regards to energy (oil) and food (corn , meat etc ). ReplyWhen Central Bankers Clash, Stock Markets Can Crash [view article]
CLH - to say that the guys with all the guns will win does ignore plenty of history. The Romans had all the guns; so did the Dutch; then the Spaniards; then the English. For a brief time so did the Americans, but it seems the game is changing. Power follows money and the money gusher right now is flowing to those with oil. America's main asset right now seems to be entities that can borrow & consume: citizens and the government. Once that source is completely tapped (seemingly any day now), we will see how much Power remains under American control. And the Pentagon just announced they need $1.2 billion more this month due to rising oil costs...which of course the U.S. will need to borrow... Reply