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6 Resources for

carl t. delfeld and emerging markets

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Economic Factors Affecting Indonesia ETF: Carl T. Delfeld submits: The Indonesian stock market's benchmark index IF is down 60.8% since it peaked in January, and the rupiah has fallen 30% in the last month. James Bryson, of HB Capital Partners in Jakarta, told the Financial Times this about the ten point market support package announced by...; Tags: Subsidy, Indonesia, Seeking Alpha, Carl T. Delfeld, Government, Vertical Industries, Investment, Enterprise Software, Software, Finance, Emerging Markets; External links 2008-10-30
As U.S. Dollar Weakens, Brazil and China Deal: Carl T. Delfeld submits: The US dollar has fallen 10% since it hit a three-year high on a trade-weighted basis in March of 2009. This week it reached its lowest point against a basket of currencies since December. That has prompted fears that just as the dollar...; Tags: Emerging Markets, Carl T. Delfeld; External links 2009-05-26
Indonesia: A Hidden Gem: Carl T. Delfeld submits: Long-time members know that Indonesia IF has been a favorite of mine that is oftentimes overlooked by even savvy global investors. This year, it is one of the best performers in the world with a growth rate just a bit behind China....; Tags: Emerging Markets, Carl T. Delfeld; External links 2009-08-11
Emerging Markets May Have a Way to Run: Carl T. Delfeld submits: Another sign that emerging markets EEM may have a way to run is that the average pension fund only allocates an estimated 5 percent of its portfolio to emerging markets, yet they make up 30 percent of the world’s GDP, according to the International Monetary...; Tags: Emerging Markets, Carl T. Delfeld; External links 2009-10-12
Thailand ETFs Fare Poorly, But Still Engender Optimism: Carl T. Delfeld submits: Thailand ETFs TF THD have taken a beating this year but perhaps offer some opportunity for long-term investors. The SET index of Bangkok’s 50 largest stocks is on course for its worst year since 1997, while the baht has erased all its gains against the dollar...; Tags: Emerging Markets, Financial, ETF, Carl T. Delfeld; External links 2008-11-24

Hong Kong: Exports Fall Along with ETF: Carl T. Delfeld submits: Export-dependent economies in Asia and the exchange-traded funds that track their markets are vulnerable to declining and oftentimes negative growth. Hong Kong’s EWH exports fell for the first time in five months in November according to Bloomberg, worsening the outlook for an economy already in...; Tags: Emerging Markets, Carl T. Delfeld; External links 2008-12-30

Additional Resources

Emerging Market ETFs Experience Major Outflows: Carl T. Delfeld submits: Wednesday, emerging markets were up almost 2% but for most of this year it has been much more comfortable for investors to be in the ProShares Emerging Market inverse ETF EUM rather than the iShares MSCI Emerging Market EEM ETF. Outflows from emerging...; Tags: ETF; External links 2008-09-11
Emerging Market Bonds Gain Record Fund Flows: Carl T. Delfeld submits: Brad Durham of EPFR Global reports that although the benchmark Dow Jones index regained the 10,000 mark as the 3Q09 earnings season kicked off with a bang, money kept flowing out of Money Market and US Equity Funds during the second week of October with...; Tags: ETF, Carl T. Delfeld; External links 2009-10-22
RSX and Russia's Escalating Risk Premium: Carl T. Delfeld submits: The Russian market RSX is now down 36% since May and trades at about a 25% discount to the emerging market index on a price to earnings basis. Unfortunately, global investors are viewing Russia with a jaundiced eye as it overplays its hand in the...; Tags: ETF; External links 2008-08-28
Does India's Election Signal an Upturn?: Carl T. Delfeld submits: While the Congress party led coalition strong showing is heartening, it does not in my view signal a dramatic change in economic and market prospects. First, India’s market had already made a nice run in 2009 and valuations relative to other...; Tags: India, Carl T. Delfeld; External links 2009-05-31
ETF Pick of the Week: Sweden: Carl T. Delfeld submits: The main rationale for recommending iShares MSCI Sweden EWD, which is weighted only 1% in the MSCI World index, is its relative value despite being right at the top in terms of performance this year – up 33%. Trading at just over ten times earnings,...; Tags: ETF, Carl T. Delfeld, CurrencyShares Swedish Krona Trust; External links 2009-07-31