iShares MSCI South Korea Index (EWY)

All Comments on EWY

  • commenter
    Richard Shaw
    Oct 08 06:35 PM
    My Website
    31 Country P/E and PEG Ratios [view article]
    Arao:

    First, point is that the data is now completely out of date due to intervening circumstances, and is of little use at this time.

    Second, I have asked the data vendor, Thomson Analytics, a similar question. The simple answer is nobody knows, because they simply aggregate published numbers from the many investment research houses they survey.

    There is no defined standard for earnings projections. The methods may vary by source. Bad as it is, it's the best one can get in terms of broad survey data.     Reply
  • commenter
    arao
    Oct 08 05:40 PM
    31 Country P/E and PEG Ratios [view article]
    what do the earnings here refer to? Operating earnings or core earnings? The US market based on core earnings is still expensive but looks reasonable of operating earnings' basis.

    Thanks for sharing the info!
     Reply
  • commenter
    Richard Shaw
    Oct 04 04:24 PM
    My Website
    31 Country P/E and PEG Ratios [view article]
    ajelovsek:

    Those are the numbers as reported by Thompson One Analytics. They simply aggregate the data from the reporting investment analysis houses. Those are not my estimates. They are my report to you of published numbers.     Reply
  • commenter
    ajelovsek
    Oct 04 02:55 PM
    31 Country P/E and PEG Ratios [view article]
    Dear Richard
    Sorry, can you check again PEG for Thailand and Russia. The numbers are to good to be true in my opinion. Thailand earnings growth must be 77% and Russian earnings growth must be 45% to give the numbers you put.     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
  • commenter
    The World's
    Worst Stock
    Picker
    Sep 28 11:30 AM
    My Website
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    Oh course they will bounce. But that is it, only a bounce. Reply
  • commenter
    Russian Bull
    Sep 18 04:14 AM
    My Website
    Emerging Markets: So Much for 'Decoupling' [view article]
    I agree with the first commenter, Andrew.

    I think what we are seeing is simply economic collateral damage from the US. When the smoke and dust settles, I will still be a fan of emerging markets (including Russia) and the GCC markets. I am expanding positions where I can and am very dissapointed the Russian market is locked up--but could be worse, I could be a common shareholder of a Lehman or Fannie.     Reply
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