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TTF Forum Topics
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- General Discussion on TTF
- Fundamental Analysis for Emerging Markets [view article]
- Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
- A 360 View of Returns (July 2008) [view article]
- Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
- Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
- Asian Market Outlook: Return to Positive Territory Here to Stay? [view article]
- Thailand's Not Doing Enough to Control Inflation [view article]
- We're Buyers of Emerging Markets Stocks on Thai Related Weakness [view article]
- Gold is Out, Big Pharma In [view article]
Recent TTF Articles
- A 360 View of Returns (July 2008)
- Fundamental Analysis for Emerging Markets
- Single Country Emerging Markets ETFs, ETNs and Closed-End Funds
- Asian Market Outlook: Return to Positive Territory Here to Stay?
- Uncertain Political Environment Makes Asian Investing Risky
- Thailand's Not Doing Enough to Control Inflation
- Avoid the Thai Market: There Are Better Opportunities Elsewhere
- Single Country Asia ETFs, ETNs and Closed-End Funds
- Tilting Your Emerging Market Exposure
- Thai Central Bank Deliberately Created Forex Uncertainty
- Full List of Articles »
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Spritzer
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
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. ReplyA 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! ReplyA 360 View of Returns (July 2008) [view article]
Thank you, very helpful. Replyng
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 ReplyFundamental 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. ReplyFundamental 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
Jackson
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
Jackson
Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
Update: We just added in the new China ETF from Northern Trust. ReplyJackson
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
Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
iShares MSCI Thailand Index Fund THD should be in Thailand Section. ReplyExchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
can you please update this list? thanks. ReplyJackson
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
Asian Market Outlook: Return to Positive Territory Here to Stay? [view article]
By talking china down is not going to solve your debt problem; you might wish there will be a civil war over tibet in china so you could rid of your debt to China? evil wishing will only destroys yourself first. ReplyEditors
General Discussion on TTF
Is this a buy or a sell? Reply