Malaysia Fund, Inc. (The) (MAY)

All Comments on MAY

  • 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
    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
    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
    David
    Jackson
    May 28 03:44 AM
    My Website
    Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
    Update: We just added the new Northern Trust Israel ETF to the list, the NETS TA-25 Index Fund (TAV). Heather Bell writes about this ETF:

    "TAV, however, is not the first of its kind. The iShares complex already offers the competing iShares MSCI Israel Capped Investable Market Index Fund (NYSE Arca: EIS), which charges 0.68%. In a departure for the NETS family, TAV is actually more expensive than its corresponding iShares ETF: It charges 0.70%. EIS was only launched in late March, so it hasn't had time to gain much of a foothold - Northern Trust may be looking to compete with it more on the basis of the underlying index than on price."

    Her full article is here:
    seekingalpha.com/artic...     Reply
  • commenter
    David
    Jackson
    May 19 05:04 PM
    My Website
    Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
    Update: We just added in the new China ETF from Northern Trust. Reply
  • commenter
    David
    Jackson
    May 19 05:00 PM
    My Website
    Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
    Thanks ETFlover -- we've added in the Thailand ETF.

    We've also added the new China NETS ETF from Northern Trust. There's an article comparing it to the other China ETFs here:

    seekingalpha.com/artic...     Reply
  • commenter
    etflover
    May 17 10:22 PM
    Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
    iShares MSCI Thailand Index Fund THD should be in Thailand Section. Reply
  • commenter
    David
    Jackson
    Apr 13 02:21 PM
    My Website
    Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
    Update: we just added the NETS (Northern Trust Exchange-Traded Shares) S&P/ASX 200 Index Fund (AUS) to the list, which covers Australian stocks.

    Index Universe explains that "the NETS family takes a slightly different approach to country investing than the iShares – Northern Trust has opted to use locally favored indexes in many cases, while iShares, the main existing provider of country-specific ETFs, tends to use MSCI’s country indexes, which are favored by institutional investors."     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on MAY
    Is this a buy or a sell? Reply
  • commenter
    David
    Jackson
    Mar 30 04:27 PM
    My Website
    Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
    Update: We just added three new Barclay's ETFs to this list: for Israel, Turkey and Thailand. Reply
  • commenter
    David
    Jackson
    Mar 06 10:56 AM
    My Website
    Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
    Update: we just added the PowerShares India Portfolio ETF (PIN), and included links to articles evaluating and comparing the India ETFs and ETNs. Reply
Loading...
Symbols:
Authors:
Quick Links: