Emerging Markets

  • 31 May
    Emerging Markets – Time to Buy?

    Emerging Markets – Time to Buy?

    • Emerging markets have rebounded but are still neglected.
    • Their fundamentals are way better than those of the S&P 500.
    • Volatility and currency risks are omnipresent but a good strategy can increase returns in such an environment.

    Introduction

    Only positive news comes from the US economy, from housing growth to the Federal Reserve Chairwoman Janet Yellen signaling a rate hike. All this news is pushing the S&P 500 towards reaching new highs. Yet a stronger dollar in the longer term will mean cheaper imports and more expensive exports. This perspective inevitably leads toward contemplating investing into emerging markets as they are currently shunned by the investment community due to their relative underperformance and slump in commodity prices. But, going by the maxim that the best returns are made by going where no one wants to go, this article is going to provide analysis on emerging market opportunities. More →

  • 25 Apr
    A Broader Perspective on the Global Economy

    A Broader Perspective on the Global Economy

    • Easing monetary policies go on globally but do not seem to fuel sustainable growth.
    • China is slowing, Japan is looking toward another recession, and the global outlook is adjusted downwards.
    • Bad news might be around the corner, but good news is as well.

    Introduction

    News is usually focused on the latest happenings. The fact that the human brain is set up in a way that it always tries to focus and eliminate marginal information brings to the consequence that most people do not objectively analyze the world around them. An example: How many blue cars have you seen today? Probably none because you were not looking for them, but as soon as you focus on them you will be surprised by how many you will see. The same applies to finance. More →

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