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- International ETF Update: Single Country ETFs, Latin America, Poland, and China-Taiwan Relations [view article]
- Asset Allocation and the All ETF Portfolio [view article]
- Top Country PEG Ratios: Russia, Singapore, Malaysia [view article]
- Fundamental Analysis for Emerging Markets [view article]
- Energy Use Per GDP Unit by Country [view article]
- Global Inflation Rates [view article]
- In Search of Low (or Negative) Correlation Between Asset Returns [view article]
- Global Returns: Stocks Down, Bonds Down [view article]
- Fixing Target Date Strategies: 'Target Date Folios' [view article]
- Calendar Year Country Fund Returns: 1997-2007+ [view article]
- Is the Malaysian Stock Market Due to Fall? [view article]
- Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
loading ...Recent EWM Articles
- International Equity Market Snapshot
- International ETF Update: Single Country ETFs, Latin America, Poland, and China-Taiwan Relations
- Emerging & Developed Markets Country Weights
- Fundamental Analysis for Emerging Markets
- Bespoke's International Snapshot (6/24/08)
- Energy Use Per GDP Unit by Country
- Global Inflation Rates
- Global Returns: Stocks Down, Bonds Down
- Most Overbought and Oversold ETFs
- International ETF Update: Single-Country ETFs, Investing in Mexico
- Full List of Articles »
International ETF Update: Single Country ETFs, Latin America, Poland, and China-Taiwan Relations [view article]
FXI doesn't fully represent China but only the H share and Red Chip companies. ReplyConsidine
Asset Allocation and the All ETF Portfolio [view article]
It has been a year since I published this--so I wanted to check in. By my calculations, this portfolio is in the black for the 12-month period through June 08, and it has exhibited much lower volatility than the S&P500--as it was designed to. One year is too little time to judge a portfolio, but a down market is a great stress test... ReplyTop Country PEG Ratios: Russia, Singapore, Malaysia [view article]
Lots of variables to consider other than just PEG but it is a place to start research. To that end, I'm looking for a service that tracks the PEG of all stocks on the NYSE and NASDAQ on a daily basis. Anyone know if there is such a service? Thanks. ReplyFundamental Analysis for Emerging Markets [view article]
Inflation in Spore is 1%?? Check your stats again..it is nearly 6-7%. 0.5-1% is the central bank target. ReplyEnergy Use Per GDP Unit by Country [view article]
Interesting analysis, and worthy of further investigation. Perhaps too simplistic to try and boil it down to ETF/CEF investing strategies. ReplyFundamental Analysis for Emerging Markets [view article]
Don't forget singapore. PE is 14, inflation is a shockingly low 1%, and growth is among the best. It's the new new york. A uniquely independent and mixed center of Asian business and culture and one of the most trusted markets in the world. Housing has always been expensive there and has not gone up much in the past 8 years. A fantastic place for the young and food lovers, it will continue to be a center of biomedical research and the business and cultural elite. What country has a better personality and looks so happily towards the future?Another bet similar to the Brazil play (good growth and net exporter of oil and food), Malaysia is in a similarly great situation with a 23% lower PE than Brazil and lower inflation and equal growth. Malaysia surprisingly (to me) has one of the most trusted markets in the world, better than Brazil and Australia. Malaysia also has better P/B and dividends. FSLR chose it as it's home for new high-tech solar plants. Also compare Malaysia to Thailand: similar PEs even after a recent 20% drop in Thailand, Thailand is oil-dependent, higher inflation, similar growth, less-trusted market, and current political risk. Only thing good about thailand is that it makes a lot of cars (for foreign companies) that could get sold to china. Reply
Global Inflation Rates [view article]
What are you talking about? There is no absolutely difference between our country and the rest of the world. We are not "special." You are not special. I am not special.The world through the eyes of our English-language media is our own fantasy. If you want reality, learn a foreign language.
On Jun 25 02:19 AM Did U Think The Ponzi Scheme Would Last? wrote:
> Oh I feel so much better that we are better than a bunch of 3rd world
> countries. Our ridiculous inflation rate seems right at home with
> our new, pretty, bananna republic colored money. Why not just get
> Parket Brothers to replace the federal reserve and the treasury?
> Parker's monopoly money is just the right size for a smaller wallet. Reply
The Ponzi
Scheme
Would Last?
Global Inflation Rates [view article]
Oh I feel so much better that we are better than a bunch of 3rd world countries. Our ridiculous inflation rate seems right at home with our new, pretty, bananna republic colored money. Why not just get Parket Brothers to replace the federal reserve and the treasury? Parker's monopoly money is just the right size for a smaller wallet. ReplyGlobal Inflation Rates [view article]
User 166668:The inflation rate given is for consumers. Producers typically experience the worst end of inflation, probably an average of 7.3%, if I were to venture a guess (or regurgitate what a very competent finance professor said last week). It's entirely possible that you are getting burn worse than that, depending on exactly what industry you are in and a million other variables.
Being a small mfg. only adds to the burn due to economies of scale, decrease in demand for goods in general, and rising wages.
Richard:
definition of median:
The midpoint of the range numbers that are arranged in order of value.
Of course it did not take into account any sort of weight, because doing so would make it and average (mean) instead of a midpoint (the middle number).
I'm not saying that knowing the median does us any good, just that it's not what you seem to think it is.
Dr Bagel:
Excellent point. China's currency is also pegged to the USD, but they are experiencing higher inflation (at least according to these numbers). China's government subsidizes prices to hold them steady, allowing them some control over inflation despite lacking control over their own monetary policy. However, they also have the ability to increase fuel prices 17-18% across the nation over night (they just did). I don't know if these numbers reflect that change, in fact I doubt it, but my point is the same as toofan's, nations with pegged currencies do not necessarily follow the base value.
Aside from all that, who the heck can determine what a basket of goods should include for each country and come up with figures that can meaningfully compare one to another? I definitely agree with the general consensus that inflation is typically understated and inaccurate in my own country (US) and find it hard to imagine that even a minority of the rest of the world is capable of measuring their own.
Also, unrelated, core inflation is meaningless. Perhaps some of you do know someone in the US who does not drive or use fuel, but everyone eats food.
Then again, what do I know? I'm just somekid Reply
Global Inflation Rates [view article]
DrBagel - Some price effects are country/location specific, real estate, fuel, subsidies - however such a big difference can only be explained that the real inflation data is being supressed. Everyone knows the methods of calculations have changed over the years and many items dropped or weightages changed. User 166668 has a point - ask/feel the pulse, the govt. is BS ReplySchweitzer
Global Inflation Rates [view article]
Incidentally, It does not appear that the median of the list was based on any form of weighting. ReplySchweitzer
Global Inflation Rates [view article]
Correction: Japan IS on this list (next to bottom) ReplySchweitzer
Global Inflation Rates [view article]
Bill Gross had some telling commentary in the June PIMCO Report on the point of an understated U S inflation rate.In fact the global inflation rate may be inaccurate.
Try 7%. A good measure is the number of hours of work (usually at some median wage net of taxes - direct and indirect) is required to obtain the basics of given standards of living.
Discl: Long YEN futures (Japan is not on this list!!) Reply
Global Inflation Rates [view article]
We are a small mfg and our costs have been going up a lot faster than 4.2% ReplyGlobal Inflation Rates [view article]
How can Saudi Arabia have more than double the US inflation rate if their currency is pegged to the USD? Reply