iShares MSCI Hong Kong Index (EWH)

All Comments on EWH

  • commenter
    Whidbey
    Oct 03 11:04 AM
    Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
    Maybe your analysis is factually workable, but it overlooks the problem with US consumers who are literally out of the market for anything beyond subsistence goods. This says the US recession will become the central problem and one the US and worldwide are not willing to acknowledge and deal with presently. We can agree that the policy makers missed the target badly. The credit default swaps are the lose end of the derivatives market and the one that will lite the fuse for the final blow. The Treasury deal is just a diversion to avoid, if we can, the house of cards in CDS. Reply
  • commenter
    SuperBOB
    Oct 03 09:18 AM
    Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
    @ Andy
    Governments don't set interest rates. Central banks do. In theory, they're independent from each other. In practice, it probably varies.

    Re the housing bubble, governments didn't instruct banks to lend more than 100% of the house value to low income creditors. The banks figured this out on their own. Again, not the governments' fault.

    Reply
  • commenter
    Andy1234
    Oct 03 09:12 AM
    Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
    incompetent. Reply
  • commenter
    Andy1234
    Oct 03 08:57 AM
    Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
    capitalism isn't to blame. Its the government. They are the ones who urged lenders to have lax lending standards....plus they set interest rates. This all started in 1999 under the clinton administration for to increase home ownership rates among minorities and low-income consumers. Ground zero started at Fannie Mae as a pilot program.

    Capitilism is not the cause of these failures....its the government. They set up the conditions for the housing bubble...and even encourged it.

    and the sad part is.....they tried making homes more affordable....and they did the exact opposite. I don't think the government tries to create bubbles....they are just THAT encompetant.     Reply
  • commenter
    Pauly B
    Oct 03 08:26 AM
    Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
    The base cause of this is greed. It infected every part of the capital system whether it be homeowners, politicians, banks, rating agencies, and regulators. We have all experienced the ugly side of capitalism and now we need to fix it.

    This contraction is going to be brutal and humbling. Dr Enzio I like your point of accountability of holding German bankers accountable and this should be applicable here in the states. My other question where were the board of directors on these investment decisions by these CEO's of these banks?

    Reply
  • commenter
    The hand
    Oct 03 04:14 AM
    My Website
    Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
    watched your interview on channel news asia (singapore). i had one question: why cannot the majority of the most explosive derivative contracts be legislated as null-and-void (all payments to be returned)? Reply
  • commenter
    MistaWhite
    Sep 29 09:12 AM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    The loan-to-deposit ratio in Hong Kong (ETF: EWH) is 57.4%, in China (ETFs: FXI, PGJ) p 65%; Indonesia 72% (IF); the Philippines 73%; Malaysia 74% (EWM), and Taiwan 78% (EWT). The loan-to-deposit ratios in India (INP), Korea (EWY) and Thailand (THD) all exceed 100%.

    If I am correct, doesn't the higher ratio mean the banks rely on borrowed money? If this is the case, aren't these historically high? or at least high enough to be worried with all the credit crisis going around?

    Thanks     Reply
  • commenter
    huangjin
    Sep 29 08:28 AM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    Emerging market moves typically last for years, not months. Reply
  • commenter
    theoilyboy
    Sep 29 12:24 AM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    my best strategy over the past few months.... do exactly the opposite of what Barrons said. Gonna stock up on more EEV based on this latest Barron 'insight'

     Reply
  • commenter
    vrspace
    Sep 28 05:07 PM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    - The full Barrons Article (Free Access)

    online.barrons.com/art...?

    -Washington Post on emerging markets: Sept 13

    www.washingtonpost.com...


    -Marc Faber on emerging markets Sept 26

    www.bloomberg.com/avp/...


    -EMM Chart 5 year

    tinyurl.com/4h58qd     Reply
  • commenter
    MarkC704
    Sep 28 03:35 PM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    Contrary to popular wisdom as exemplified above, not all emerging economies live or die on exports. One may quibble how "emerging" China's economy is, but exports are a minor (albeit significant) element of it's growth. In fact, "...even if the contribution from net exports fell to zero, China's GDP growth would still be close to 9% thanks to strong domestic demand." (Economist, Jan 2008). Reply
  • commenter
    Curbs-In
    Sep 28 03:30 PM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    Pedestrians who get hit by cars also bounce. Reply
  • commenter
    cabaretvolta
    ire
    Sep 28 03:00 PM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    El-Erian may be right but I think too early to recommend buying into the emerging market. It's like catching a falling knife with bear rally along the way. Better wait for bottoming out process or confirmed breath-thru from bottom than to get in early. Reply
  • commenter
    jmkeynes
    Sep 28 02:59 PM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    Countries that have trade surpluses, high savings rates, and high GNP growth figures are in good shape.

    If their trade surplus starts to go down (due to recession in developed countries, for example) they can stimulate their economies with fiscal policy. In some countries, the high savings rate is due to government policy, so they can reduce the savings rate and increase consumption by changing government policy.

    The US is in bad shape because we've been running a huge trade deficit and borrowing money from abroad to invest in housing. Unfortunately, we can't use our houses to make goods and services to sell goods and services to foreigners.

    To work off the US trade deficit, we need to invest in something (e.g. windmills) that will allow us to work off our trade deficit (e.g. reduce energy imports by reducing our dependence on oil).

    So, developing counties will do fine if they are in a position to stimulate domestic consumer spending, and many are in this position.

    Developed countries (the US in particular) will do better as soon as we come up with a viable industrial policy (e.g. we kick the housing habit and switch to building out our alternative energy infrastructure).     Reply
  • commenter
    vrspace
    Sep 28 02:15 PM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    Perhaps El-Erian has been drinking from the same Kool-Aid cup that Bill Gross was drinking from after the Fannie Freddie bail out, when he stated that the Cat 4 economic storm had been downgraded to a Tropical Storm. Every interview I have seen featuring El Erian in the past two weeks suggested that global conditions will continue very weak into 2009 and beyond. Exports are key to most emerging economies - exactly where will they be exporting to, the US and Europe? Reply
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