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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...
- External links 2008-10-30
- 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...
- External links 2009-05-31
- Paying Close Attention to Indonesia
- Carl T. Delfeld submits: Indonesia IF has been one of this year’s top performers. Indonesian President Susilo Bambang Yudhoyono outlined Wednesday his domestic agenda for the next five years, predicting that if re-elected later this year, Indonesia would record 7 percent annual economic growth by 2014. Analysts are...
- External links 2009-07-02
- Japan (And Its ETF): Continued Weakness
- Carl T. Delfeld submits: Japan has notched up five sequential quarters of decline. This is due to more than slipping demand from overseas. Orders from manufacturers, which tend to focus on exports, rose in May from the previous month. By contrast, orders from sectors such as construction and telecommunications...
- External links 2009-07-10
- China Leads Japan in Market Cap
- Carl T. Delfeld submits: China has overtaken Japan to become the world’s second biggest stock market by capitalisation as investors pile into the fast-growing economy. China’s listed companies had a market capitalisation of $3,210bn as of July 15 compared with Japan’s $3,200bn, according to Bloomberg data. It is the first...
- External links 2009-07-20
- 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,...
- External links 2009-07-31
- Questioning the China Growth Story
- Carl T. Delfeld submits: As China-related ETFs end the month continuing to lead year-to-date returns, an army of strategists, including myself, are chipping away at the China growth story questioning the validity and sustainability of economic data coming out of the mainstream financial press. The tripling of lending during the...
- External links 2009-08-05
- 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....
- External links 2009-08-11
- Japan Markets Fueled by Foreign Investment
- Carl T. Delfeld submits: It always seems that any rallies on the Japan markets are fueled by foreign investors rather than by domestic investors. Twenty years after the Nikkei peaked in 1989, Japanese investors are still wary and apprehensive that Japan's economy has not yet bottomed out. Overseas investors,...
- External links 2009-08-13
- Three Strikes Against the Vietnam ETF
- Carl T. Delfeld submits: The new and long-awaited Vietnam ETF has hit the market with much fanfare. Unfortunately, it has three strikes against it. But first here is some basic information on the Market Vectors Vietnam VNM as the first U.S.-listed ETF dedicated to Vietnam....
- External links 2009-08-19
- 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...
- External links 2009-10-12
- Singapore Showing Strong Growth
- Carl T. Delfeld submits: Singapore EWS is a high quality, geographically well placed market at the center of the Asian growth story. It is also a smart way to play what for now is a sharp recovery in the region's share prices and economic activity. Singapore's economy surged for...
- External links 2009-10-15
- 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...
- External links 2009-10-22
- 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...
- External links 2009-05-26
- WisdomTree Emerging Currency ETF 'Fills Void in ETF Landscape'
- Carl T. Delfeld submits: WisdomTree (WSDT.PK) and the Dreyfus Corporation, part of BNY Mellon Asset Management, announced today through a press release the listing of the WisdomTree Dreyfus Emerging Currency Fund CEW on the NYSE Arca with an expense ratio of 0.55%. Bruce Lavine, WisdomTree President &...
- External links 2009-05-06
- Natural Gas ETF Has No Mojo
- Carl T. Delfeld submits: This week, natural gas futures fell to the lowest price in more than six years on weakening demand during the recession. The heating and industrial fuel has tumbled 73% from the 2008 high reached in July as consumption contracted. Gas futures for April delivery fell 31.6...
- External links 2009-04-03
- 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...
- External links 2008-11-24
- China ETF Battle: FXI vs. FXP
- Carl T. Delfeld submits: The battle between China ETFs such as FXI and the ProShares Ultra Inverse China ETF FXP has been an interesting one with wide swings during the past year. FXI is up about 40% from its low but FXP is still substantially ahead on a year-to-date...
- External links 2008-12-11
- China ETF Battle: FXI vs. FXP
- Carl T. Delfeld submits: The battle between China ETFs such as FXI and the ProShares Ultra Inverse China ETF FXP has been an interesting one with wide swings during the past year. FXI is up about 40% from its low but FXP is still substantially ahead on a year-to-date...
- External links 2008-12-15
- Germany Faces Declining Growth
- Carl T. Delfeld submits: Two weeks ago, Wolfgang Muchau of the Financial Times forecast that the German economy would contract between 2 and 4% in 2009. What looked to some like an offbeat forecast has now become conservative. Last week, two of Germany’s large economic institutes forecast a decline...
- External links 2008-12-18
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