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- Why Is China Stockpiling Oil?
- Trader Mark submits: One thing you cannot say about the Chinese government is that they don't have a very long-term vision. This is an interesting article on Reuters about how the country has fully loaded its oil reserves and now is looking to load up ships for even more....
- External links 2009-03-10
- New Risk-Taking Is Good for Gafisa
- Trader Mark submits: It has been very difficult to stick with any mid-cap or smaller international names as they have been completely bludgeoned. Emerging market stocks seem to all trade in one big horde - and in a country like Brazil when commodities are in favor, any stock in the...
- External links 2009-03-31
- China: Recovery or Just Slightly Improved Data?
- Trader Mark submits: While I've been a proponent that emerging markets will actually lead this eventual global recovery, the evidence for recovery thus far is more or less all based around some slightly improved Chinese data. Since data from within that country is not so trustworthy, a common sense approach...
- External links 2009-04-14
- What's Gotten into Taiwan?
- Trader Mark submits: Some readers were asking about what had gotten into Taiwan last week; my first assumption was "semiconductors are the go-to play for early cycle advocates, and some of the largest semi co's on the planet reside in Taiwan," but it is much larger than that. China...
- External links 2009-05-04
- As the U.S. Struggles, the Russian Bear Is a Bull
- Trader Mark submits: This news could be applicable to any number of countries the past 10 weeks. Of the BRIC countries, the "R" gives me the most quakes, but you can't argue with the recent performance [May 20, 2009: Year to Date Returns by Country, Go Peru] ... you need...
- External links 2009-05-26
- U.S. Versus Japan Versus South Korea
- Trader Mark submits: Another in our search for countries who took their tough medicine, did not "kick the can" down the road, and now have a much easier long-term outlook than the United States. Who of course is not at all like Japan... just ask our leaders.The irony here folks,...
- External links 2009-05-30
- Buying Some Gafisa on a Share Offering
- Trader Mark submits: I was wondering why Gafisa GFA was only one of a few of my small or mid-cap international stocks on my watch lists that was down; apparently there is a share offering, but I didn't see that until after I purchased some shares. I picked some additional...
- External links 2009-06-03
- Latvian Debt Crisis Only an Issue If You Are Latvian?
- Trader Mark submits: Remember when Eastern European bank exposure was a major "Black Swan" event? Those were the days... way back when. Like 3 months ago. [Mar 2, 2009: NYT - Ukraine Teeters as Citizens Blame Banks and Government] [Feb 18, 2009: WSJ - Banks Reel on Eastern European's Bad...
- External links 2009-06-07
- Should Indonesia Be Added to BRIC?
- Trader Mark submits: I see Morgan Stanley research is now a regular reader of Fund My Mutual Fund - they now propose Indonesia should be added to the BrazilRussiaIindiaCchina. You heard it here first... ok, second. [May 22, 2009: Guest Post - Indonesia: A Must Own Emerging Market] ...
- External links 2009-06-15
- Will Malaysian Stocks Catch up to Asian Peers?
- Trader Mark submits: An interesting piece in Bloomberg Tuesday morning about the potential for Malaysia to "catch up" to its peers in Southeast Asia. I had not realized how much of a laggard Malaysia has been until I put the major countries into a 6 month chart (I should have...
- External links 2009-06-24
- A Look at P/E Ratios by Country: Taiwan Is in a High Rent District
- Trader Mark submits: About a month ago, we looked at Year to Date Returns by Country [May 20: YTD Returns by Country, Go Peru!]. Many of those top performers have since come back to Earth. In fact, as we noted Russia is by "official definition" back in a bear market...
- External links 2009-06-26
- Indonesia's Star Continues to Rise on the Back of Yudhoyono's Election
- Trader Mark submits: President Yudhoyono appears to be on the way to a striking victory in Indonesia's election, and this not very well-followed country continues to attract some fans. With the caveat that if Western markets take another plunge this summer, emerging markets most likely will follow, this country continues...
- External links 2009-07-09
- Emerging Markets Are Getting Dangerously Pricey
- Trader Mark submits: A few more warning shots over the bow of the emerging markets ship. Keep in mind "P/E" has become a very subjective topic - more important than any specific numbers are the comparative valuations. On one hand, you should pay a premium for growth (which is completely...
- External links 2009-07-14
- Gafisa Earnings Weaker than Expected, but Does It Matter?
- Trader Mark submits: You might be noticing a familiar refrain of late - a lot of things that used to matter simply do not anymore. If the emerging markets/commodities/inverse dollar trade is on - you pretty much are bulletproof buying anything in those groups and laughing to the bank. Earnings...
- External links 2009-08-03
- Buying Gafisa on a Bank of America Downgrade
- Trader Mark submits: I was wondering why Brazilian homebuilder Gafisa GFA was so out of the loop with the rest of the emerging market stocks; it appears Bank of America downgraded the company on a potential share offering "in the next 6 months". I bought a very small stake back...
- External links 2009-09-03
- Gafisa's Quick 20% Return in Two Weeks
- Trader Mark submits: Gafisa GFA made a pitstop about 2 weeks ago; it was a nice opportunity to add shares, and I wish more companies would have some news item that let us jump in on pullbacks - that is more our style. [Sep 2, 2009: Gafisa Downgraded on Potential...
- External links 2009-09-15
- Brazil's New Housing Proposals Look Familiar
- Trader Mark submits:The Bovespa is now up 60% for the year -I've had a limit order to buy Market Vectors Brazil Small Cap BRF [Jun 2, 2009: Market Vectors Brazil Small Cap BRF - a New ETF for Exposure to Brazil] for a good 6 weeks now, but my price...
- External links 2009-09-21
Additional Resources
- Ultrashort Emerging Markets Should Come with a Warning Label
- Trader Mark submits: Ultrashort Emerging Markets EEV should have a warning label on it; we were "fortunate" to have a 0.1% stake in it Wednesday but going back toWednesday 's discussion about how asset allocation is everything - just having this hedge on Wednesday alone can cost you nearly...
- External links 2008-10-30
- Why I'm Selling Shares of HDFC Bank
- Trader Mark submits: On cue with our weekend summary, all commodities exploded to the upside Monday and this is the sector de jour along with emerging markets, off of a positive factory report from China. While I find it amazing investors cling to the veracity to China's data, it is...
- External links 2009-05-04
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