iShares MSCI Taiwan Index (EWT)

All Comments on EWT

  • commenter
    Jun 22 10:32 PM
    Global Inflation Rates [view article]
    Incidentally, It does not appear that the median of the list was based on any form of weighting. Reply
  • commenter
    Jun 22 10:30 PM
    Global Inflation Rates [view article]
    Correction: Japan IS on this list (next to bottom) Reply
  • commenter
    Jun 22 10:29 PM
    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
  • commenter
    Jun 22 02:36 PM
    Global Inflation Rates [view article]
    We are a small mfg and our costs have been going up a lot faster than 4.2% Reply
  • commenter
    Jun 22 12:20 PM
    Global 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
  • commenter
    Jun 22 10:53 AM
    Global Inflation Rates [view article]
    How does Japan have such low inflation especially given that its currency is so weak and interest rates are barely above zero? Reply
  • commenter
    Jun 22 10:52 AM
    My Website
    Global Inflation Rates [view article]
    Thank you. Reply
  • commenter
    Jun 22 10:24 AM
    My Website
    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. Reply
  • commenter
    Jun 22 07:45 AM
    Global 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? Reply
  • commenter
    Jun 22 12:32 AM
    My Website
    In Search of Low (or Negative) Correlation Between Asset Returns [view article]
    There is a promising new website called Asset Correlation (www.assetcorrelation.c...) which shows the correlation matrix for a host of different asset classes over the past 90 trading days. I have been tracking it for a few months and it is amazing how all the asset classes exhibited far higher correlation during the recent panic. As normalcy has gradually returned to the markets it is interesting to see how the historical scenario of lower correlation between asset classes has returned.

    A few months ago almost all the cells in the matrix were green and correlations were hovering around 80-90% for most of the major classes. As of today, there is far lower correlation between the classes (indicated by the larger number of yellow and red cells). It will be interesting to keep an eye on this website over the next few months.

    Hopefully in the future they will add correlations for longer time periods because 90 days strikes me as too short a period.

    Reply
  • commenter
    Jun 18 04:30 AM
    Trade 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
  • commenter
    Jun 16 11:17 AM
    My Website
    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 Reply
  • commenter
    Jun 15 09:37 PM
    My Website
    Global 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. Reply
  • commenter
    Jun 15 08:41 PM
    Global 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
  • commenter
    Jun 15 07:44 PM
    My Website
    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 .. ;) Reply