Indonesia Fund, Inc. (The) (IF)

All Comments on IF

  • 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
    Qniform
    Aug 18 06:56 PM
    Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
    They left out the Swiss Helvetica Fund (SWZ, I think) the only single country CEF for Switzerland I know of. Reply
  • commenter
    apeakay
    Aug 06 09:24 AM
    A 360 View of Returns (July 2008) [view article]
    Finally, a universal overview that gives the reader direction for areas to research for future investment. Great job! Reply
  • commenter
    granger
    Aug 06 04:05 AM
    A 360 View of Returns (July 2008) [view article]
    Thank you, very helpful. Reply
  • commenter
    phinsuntanni
    ng
    Aug 05 04:56 AM
    My Website
    A 360 View of Returns (July 2008) [view article]
    very good job Richard, it gives a sectoral - global view, I learned a lot with the summary! Challenging times Reply
  • commenter
    Richard Shaw
    Aug 04 03:29 PM
    My Website
    31 Country P/E and PEG Ratios [view article]
    The data here is for the country indices and not for the ETFs. The ETFs are provided as investable proxies for the countries.

    The data is only available by subscription to various services which are quite expensive, in the thousands.     Reply
  • commenter
    Jim2008
    Aug 04 02:36 PM
    31 Country P/E and PEG Ratios [view article]
    Where can I find up-to-date country P/E (ttm) data? Also, is it possible to calculate the P/E ratio for each country's index rather than using a corresponding ETF?

    Thanks.     Reply
  • commenter
    Richard Shaw
    Aug 01 12:23 PM
    My Website
    Country Estimates: Revisions Ratio [view article]
    Not only have I though about frontier markets, but I have written several posts about them. The only liquid fund available in the US that makes sense to me for frontier investing is TRAMX (T.R. Price mutual fund) that invests primarily in Gulf Cooperation Council countries.

    Kazakhstan may or may not be interesting, but there is no practical fund investments.

    Clearly, the frontier markets will become the next emerging markets, just as the emerging markets will join the developed markets.

    Case in point, Russia was not a market at all in the 1980's, became a frontier market in the 1990's and is an emerging market in the 2000's.
     Reply
  • commenter
    Jmar11
    Aug 01 11:42 AM
    Country Estimates: Revisions Ratio [view article]
    While BRIC still offer opportunities, have you thought about the emerging markets (..frontiers) coming after BRIC? What do you you think of Kazakhstan?
    There's an article that lists Mexico, Korea, Bangladesh, Egypt, Indonesia, Iran, Nigeria, Pakistan, the Philippines, Turkey and Vietnam as the next big countries for investors: www.greenfaucet.com/th...
    While one should do their DD, it makes sense to look at other countries besides BRICs     Reply
  • commenter
    Jmar11
    Jul 31 06:15 PM
    31 Country P/E and PEG Ratios [view article]
    Hopefully things will calm down in Turkey; things haven't looked good politically or socially for some time now.If you're think about taking a risk with the fund (which is performing quite well right now) here's an article that gives TUR some support-- www.greenfaucet.com/et... Reply
  • commenter
    Richard Shaw
    Jul 30 09:24 AM
    My Website
    31 Country P/E and PEG Ratios [view article]
    Growth is in USD Reply
  • commenter
    User 211635
    Jul 30 09:00 AM
    31 Country P/E and PEG Ratios [view article]
    Are the growth rates for PEG in USD or local currencies? Reply
  • commenter
    User 211635
    Jul 30 08:59 AM
    31 Country P/E and PEG Ratios [view article]
    Are the growth rates for PEG ratio in USD or local currencies? Reply
  • commenter
    Richard Shaw
    Jul 30 07:48 AM
    My Website
    31 Country P/E and PEG Ratios [view article]
    rudi,

    Good catch!. Sorry about that.

    Germany has an estimated 2008 P/E of 10.9, not 1.9.

    We have corrected the data on our site and have requested an image substitution at Seeking Alpha which will likely be done soon.

    Corrected data: www.qvmgroup.com/inves...

    The P/E correction dramatically changed the calculated PEG to over 20.

    Germany is in an earnings growth slump in 2008 that is estimated to be only about 1/2% which with a 10+ P/E gives a PEG over 20..

    We added Thailand since we were modifying the table anyway to fix the typing error you found.

    Note that the PEGs in this articles are based on 2008 earnings and 2008 earnings growth. For many countries 2008 earnings and earnings growth is shaping up to be quite different than 2007 or projections for subsequent years.

    The data comes from Thomson One Analytics.

    Thanks again for a sharp eye.

    Richard     Reply
  • commenter
    rudi
    Jul 30 06:39 AM
    31 Country P/E and PEG Ratios [view article]
    Hi Richard,

    thanks for the research! 1.9 for germany seems to be a typing error, it should be around 12 I guess.
    Where did you get the data from?

    cheers
    Rudi     Reply

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