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- 31 Country P/E and PEG Ratios [view article]
- New Short-Selling Regulations in Asia: Can American Investors Profit? [view article]
- Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit [view article]
- Global Stock Markets: In the Grip of the Bear [view article]
- Emerging Markets Ready to Re-emerge - Barron's [view article]
- Bespoke's International Equity Snapshot (9/10/08) [view article]
- A 360 View of Returns (July 2008) [view article]
- Financial Markets: The Era of Caution [view article]
- Key ETF Performance [view article]
- Total Returns by Country Since March 2003 [view article]
- Hong Kong To Face Challenging Second Half [view article]
- Hard Times in Hong Kong? [view article]
Recent EWH Articles
- New Short-Selling Regulations in Asia: Can American Investors Profit?
- Key Asset Class Performance
- Global Stock Markets: In the Grip of the Bear
- Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit
- Another Day, Another Dollar
- Emerging Markets Ready to Re-emerge - Barron's
- Bespoke's International Equity Snapshot (9/10/08)
- ETF Insights: Hong Kong, Megacaps
- Friday Options Update: SNDK, VMED, UST, SKS, RIMM,EWW, ALU, EWH, WLP
- Key ETF Performance
- Full List of Articles »
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Global Inflation Rates [view article]
A lot of this depends on the health of your currency. If your country's currency gains in value -- as it did here in Canada last year -- then it makes everything imported cheaper to buy. Of course if your dollar is dropping like a stone -- such as in the USA -- then things get a lot more expensive to buy. ReplyGlobal Inflation Rates [view article]
What you fail to mention is the method that was used to compute these inflation figures, do the other countries deduct fuel and food? ReplyTrade and Environment Likely to Top US-China Strategic Economic Dialogue [view article]
Not sure about Taiwan, if you keep watching their political farce/show via TVBS...Not sure about pure Hong Kong Plays, since the direct flight would bypass the place.
Not sure if there is a tipping point for China's domestic demand after the earth quake, but sure that China is still on the up trend mode Reply
Global Returns: Stocks Down, Bonds Down [view article]
Indicating wether the currency factor was local or converted back to dollars would be helpful. Otherwise, put it all in Zimbabwe for mega returns....ex currency mises.org/story/2532 ReplyGlobal Returns: Stocks Down, Bonds Down [view article]
You should also add the currency depreciation/appreciat... into the chart. Compare index returns without that is meaningless. You will reconsider South Africa market as a winner if you look at the dismal performance of its currency as of late. ReplyGlobal Returns: Stocks Down, Bonds Down [view article]
Trading Russia/Brazil is the same as trading commodities.If commodities carry on their rise or stabilise then Brussia is the way foreward. You start getting a drop in oil etc, then China is the market to be in.
Shortly we will start to see PE ratios in the region of 13-15 in some stocks in China. That suggest that China will improve its dismal performace, we just need the market to capitluate.
Reply
Global Returns: Stocks Down, Bonds Down [view article]
Interesting. Makes you think if there are any "Brussia" ETFs .. that is BRIC without China or India .. ;) ReplyResearch
How Much Should We Make of the "Misery Index?" [view article]
Please do a better job of understanding the subject before you go to the trouble of writing it.See the below article for something at least well thought out
"Hedonically-Adju... Well-Spun, Nominal Misery Index" at
See bigpicture.typepad.com/ Reply
How Much Should We Make of the "Misery Index?" [view article]
"Another 'Great Depression?' Unemployment at 5.5% today versus 25% in the 1930s?" But wait a minute, with this comparison; the 1930s' numbers represent what happened after the Great Depression had grown its full roots. This Depression is just now starting to sink in. And try to remember that "unemployment&quo... figures handed out, now, by the U.S. government do not include workers who have exhausted their unemployment benefits, nor do they include persons who are out of work, due to job-related injuries, nor do they include those who are not registered with the government as looking for work, (usually because they have given up hope, after a long and fruitless job-search) through the ESC. Therefore, true unemployment is always at least twice as high as the U.S. government claims. So in reality ( a completely foreign concept to government beancounters), we are at about 11%, unemployment, and climbing, now. Replyspeculator
How Much Should We Make of the "Misery Index?" [view article]
The author is wrong. If you look at the numbers closely. Inflation and Unemployment are figured in a different way than they were figured when the "misery index" was popular. Bill Gross say inflation is unstated by 1%. Other economist say unemployment is understated by 2% compared to the early 80s. But I would bet that inflation and interest rates are going higher, not lower. I will tell you why @theinvestingspeculator... Reply
Divagator
How Much Should We Make of the "Misery Index?" [view article]
Ask Mikhail Khodorkovsky if Russia is a "low-tax nation." ReplyGDP Growth vs. P/E for International ETFs [view article]
@Brian - Thank you for good source for fundamentals ReplyHow Do International ETFs Compare with Their Countries' GDPs? [view article]
ETFs for Chile, Israel and Turkey have short history. I promise next time I put them to my research. Replyocks
Calendar Year Country Fund Returns: 1997-2007+ [view article]
The Swiss ETF - EWL seems to always an average performer.Others like EWG,EWD are probably better bets. Replyocks
Keeping Score of Global Stock Markets' Returns and Valuations [view article]
Bill - I agree with your comment.I don't think that the US and British economies are tied to one another like everyone thinks. In the housing market, they have stricter lending standards than the US and even today house prices are not crashing as they are here.Reply