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  • South Africa Still Shines Among Emerging Markets [View article]
    Many may find it hard to believe, but Taiwan and South Africa are both plays on China growth story. South Africa benefits tremendously from close relationship with China, supplying much needed resources to fuel China's infrastructure stimulus. Gold hedge is another added kicker for EZA. FIFA 2010 can spur another wave of buying interest, but timing is key based on past experience ... don't forget how the 2008 Olympics party ended in China. The big negative is the very high correlation to US market, so it's hard to squeeze out the alpha from EZA, unless you also buy some SDS (double inverse of SPY) if you are entering EZA when US market is "overbought."
    Apr 23 11:58 am |Rating: +2 0 |Link to Comment
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