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- Friday Outlook: Commodities, Emerging Markets [view article]
- From an Age of Exuberance to an Age of Despondency [view article]
- Weapons of Financial Mass Destruction [view article]
- The Year of the Bear [view article]
- Wednesday Outlook: Commodities, Emerging Markets [view article]
- 31 Country P/E and PEG Ratios [view article]
- Tuesday Outlook: Commodities, Emerging Markets [view article]
- The Global Economy: Is Deflation the Next Macro Story? [view article]
- Friday Outlook: Commodities, Emerging Markets [view article]
- Global Stock Markets: In the Grip of the Bear [view article]
- Brazilian Real: Update to the Downside [view article]
- Thursday Outlook: Commodities, Emerging Markets [view article]
Recent EWZ Articles
- From an Age of Exuberance to an Age of Despondency
- Global Stock Markets: The Crash of 2008?
- Friday Outlook: Commodities, Emerging Markets
- The Year of the Bear
- Weapons of Financial Mass Destruction
- Wednesday Outlook: Commodities, Emerging Markets
- Tuesday Outlook: Commodities, Emerging Markets
- Key Asset Class Performance
- Global Stock Markets: In the Grip of the Bear
- Friday Outlook: Commodities, Emerging Markets
- Full List of Articles »
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Tuesday Outlook: Commodities, Emerging Markets, More [view article]
Yeah... where's the whole first page??I, for one, am glad the republicans threw their little tantrum. If hurting their little feelings is what it takes for them to recover their courage, maybe we need more of it. Reply
Tuesday Outlook: Commodities, Emerging Markets, More [view article]
Kinda bummed they didn't post Dave's image....check it out on his homepage. My fave is when he posts the "surrender dorothy" image. ReplySpackler
Tuesday Outlook: Commodities, Emerging Markets, More [view article]
This guy always does some great posts - always a must read. ReplyTuesday Outlook: Commodities, Emerging Markets, More [view article]
If you really think you have a voice in Washington, try contacting your Representative. I got this message just a few minutes ago - - and you trust them to know what they are doing on anything!Messaging Service Unavailable
The House of Representatives is currently experiencing an extraordinarily high amount of email traffic. The Write Your Representative function is therefore intermittantly available. While we realize communicating to your Members of Congress is critical, we suggest attempting to do so at a later time, when demand is not so high. System engineers are working to resolve this issue and we appreciate your patience.
Reply
Delusion
Tuesday Outlook: Commodities, Emerging Markets, More [view article]
I don't think that is the case, since probably the entire congress needs to be examined over their lack of oversight before the "crisis". It always amazes me how these people can get to congress but now we can evaluate whether these men and women can really lead. Hopefully, this lesson will not be lost within 2 weeks by the media.I'm against the bailout as well, and I hold stocks also. I think a correction is more beneficial to the global economy than the bailout. Corrections are needed to right inflated prices. Besides, the consolidation of banks probably mean that the good banks probably did enough homework to avoid going out of business anyway, so why do we need a 700 billion blank check now? Fishy right? Reply
Hoover
Tuesday Outlook: Commodities, Emerging Markets, More [view article]
Nancy hurt my feelings so I'm going to let 2$ trillion go up in smoke???????? Maybe we need more mature congressmen? ReplyTuesday Outlook: Commodities, Emerging Markets, More [view article]
Sorry MKW, I'm with Dave. We are getting noting but crises sound bites; remember Y2k, and Iraq/WMD. I thought the financial world would come to an end Monday or no later than Tuesday if the bail out wasn't passed. Looks kind of like it did last week and its Tuesday. Oh, now we have until Thursday or Friday. If the financial system is frozen, it may well be because they want to see how much free taxpayer money that can get before they make any decision on how to fix the problem themselves. AND, MKW, many years of experience in the corporate world has shown me that when somebody tries to intimidate me into doing something that I would rather not, its because their motives are suspicious/disingenuou... and they don't want you to know the details/facts! Thank you Nancy, you are such a wonderful leader. ReplyTuesday Outlook: Commodities, Emerging Markets, More [view article]
I'm sorry, Pelosi's speech was inappropriate, but any Republican congresspeople who decided to change their vote (and in the process risk setting dynamite at the foundation of the economy) due to it need to be demoted to something more appropriate to their judgment and maturity level. Junior High School comes to mind. ReplyEmerging 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
Emerging Markets Ready to Re-emerge - Barron's [view article]
Emerging market moves typically last for years, not months. ReplyEmerging 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
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
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). ReplyEmerging Markets Ready to Re-emerge - Barron's [view article]
Pedestrians who get hit by cars also bounce. Replyire
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