(FNI)

All Comments on FNI

  • commenter
    Ho Len Bao
    Sep 03 07:22 PM
    Emerging Markets With Low Valuations [view article]
    The Chinese internet B2B portals are where the action is in now.

    My favorite is MYST.OB. A Google partner.     Reply
  • commenter
    zawy
    Sep 03 09:34 AM
    Emerging Markets With Low Valuations [view article]
    Malaysia is a play similar to Brazil: they have oil and food, and one of the safest markets, comparable to australia and singapore. Reply
  • commenter
    mtp
    Sep 03 09:24 AM
    Emerging Markets With Low Valuations [view article]
    would be helpful to have a reference point for the US market to understand relative value. brazil looks interesting though. Reply
  • commenter
    George
    Spritzer
    Aug 19 04:20 PM
    My Website
    Fundamental Analysis for Emerging Markets [view article]
    MXF has annual tender offers where you exchange your MXF shares at NAV in return for Mexican securities. This is a good deal, since MXF sells at a double digit discount to NAV.

    But in order to do this efficiently, you need a large position (at least 100K) and use a broker who can sell shares on the Mexican stock exchange.     Reply
  • commenter
    kaps
    Jun 27 02:12 AM
    Fundamental 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. Reply
  • commenter
    zawy
    Jun 26 12:45 PM
    Fundamental 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
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:22 AM
    My Website
    General Discussion on FNI
    Is this a buy or a sell? Reply
  • commenter
    hepp2
    Apr 02 10:13 PM
    My Website
    Chindia Fund: A Lot To Love [view article]
    We have shown some analysis of the Chindia fund and the Chindia story at indiafund.net Reply
  • commenter
    David
    Hepworth
    Mar 26 08:00 PM
    My Website
    Breaking Down First Trust's 3 New ETFs: Natural Gas, Water and Chindia [view article]
    Chindia is a recently coined term referring to China and India together. Although sometimes credited to Manjeet Kriplani of Business Week, the term was first coined by Jairam Ramesh, pictured above. Mr. Ramesh is a leading Indian politician and enonomist. A fund has been created to invest in Chindia.
    Reply
  • commenter
    hepp2
    Mar 24 12:03 AM
    My Website
    Chindia Fund: A Lot To Love [view article]
    Some of the background and investment predilections of these managers are discussed at indiafund.net Reply
  • commenter
    Richard Shaw
    Jan 17 12:51 AM
    My Website
    “Chindia”: A Misleading Portfolio Concept [view article]
    Semuren,

    You sound well informed and I appreciate your augmentation of this article.     Reply
  • commenter
    semuren
    Jan 16 01:15 PM
    “Chindia”: A Misleading Portfolio Concept [view article]
    First , I agree with your general argument that China and India are very different and so investors should treat them as such . But I have to make one point about the language situation. Arguing that:

    “India has numerous regional languages with English as the official government and business language. China has one basic language with regional variations. Mandarin Chinese is the standard language.”

    perpetuates a misconception about the language situation in China. The linguistic ecology of China is very complex. Even leaving aside non-Chinese language (many which have official status of one sort or another), and non-Mandarin Sinitic languages (e.g. Cantonese), variation within regional varieties of Mandarin is sufficient that native speakers do not understand well or at all the colloquial speech of people from different regions or even socio-economic groups. By no means is there universal command of the standard language, Putonghua. Generally, more educated, younger, urban speakers, especially from the North of the country, tend to have better command of the standard language, but exceptions abound. I do not know much about the situation in India, but perhaps the ecology of Putonghua is somewhat similar to that of English in India, each being related to class (urban residency, education, wealth), and used in cross-regional communication.
    Reply
  • commenter
    d_teller
    Jan 10 09:48 PM
    Morningstar Doesn't Get What ETF Investing Is All About [view article]
    i enjoy reading your frequent commentary. I commend you on your remarks about M* inadequacies. Unfortunately, my brokerage continues to rely on M* for its stock and fund ratings and tax info for 1099's. The misinformation on the 1099's is appalling. The lack of real research by M* into TIAA-CREF's special "life-time" expectancies and payouts; CREF's long and short subperformance vs benchmark indices, and the lack of correct information on qualified dividends from ADR's, to cite a few areas of poor analysis by M*, is just awful. M* doesn't have a handle on CEF's, and it doesn't have a sense of its own limitations. Reply
  • commenter
    goalposts
    Jan 10 06:59 PM
    Morningstar Doesn't Get What ETF Investing Is All About [view article]
    Glad to see you write this article, Matthew; someone has been needing to say this about Morningstar. They are buried in an old, traditional style of investing and don't take well to new ideas. Reply
  • commenter
    Indexor
    Jan 10 01:33 PM
    Morningstar Doesn't Get What ETF Investing Is All About [view article]
    Matt, I couldn't agree with you more. Unfortunately, you and I both know that Morningstar has a staff of very bright, investment-wise individuals who understand the markets. But Morningstar has a vested interest in mutual funds, not ETFs. They have carefully and craftily written negative articles over the past few years, likely to appease their main business partners - the traditional open-end mutual fund companies.
    Their stance on ETFs is simply too transparent for anyone who has been in the investment business for more than ten years to take seriously. They must not care very much about the increasing damage they are doing to their reputation as more sophisticated investment people eschew their star system for actively managed open-end funds in favor of a more intelligent choice.
    Had Morningstar embraced ETFs, their reputation as an unbiased and trustworthy provider of investment research would have grown considerably. But there actions over the past few years have left them with very little value other than being another statistical data provider of past returns. And the ETF providers already provide that service themselves.     Reply
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