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Posts related to ‘Emerging Markets’

Troublesome Redemption Data in Equity Funds, Where That Money Goes…

Posted: July 19, 2011 at 11:04 am

Troubling data keeps coming out of the old world mutual fund universe.  Battered by two bear markets in a decade, mutual fund investors have continued to flee positions in ...
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Why U.S. Bond Investors Should Look Internationally (GMDFX, GAMDX, PEBLX, RPIBX)

Posted: July 18, 2011 at 8:19 am

Bonds should be a part of almost all portfolios through time, particularly for those getting more elevated in age who need safety.  It is no secret that U.S. bond yields ...
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Many ETFs and Mutual Funds at Risk over Chinese Bank Stock Holdings (FXI, GXC, PGJ, MCHFX, FHKAX, TCWAX)

Posted: July 18, 2011 at 8:01 am

Estimates of the amount of Chinese bank lending total nearly $7.5 trillion. Of that total about 30%, or $2.2 trillion, has been lent through a central government program that puts ...
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Newest Gold Boom Could Aid Big Miners (GLD, GDX, GDXJ, NEM, ABX, AUY, GG)

Posted: July 12, 2011 at 1:47 pm

The price of gold topped 1,100 euros/ounce yesterday, its highest point ever against the single currency. The yellow metal is also threatening its US dollar peak, having risen to more ...
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Swapping BRICs, ETF Funds Leaving China and Going to Brazil (FXI, EWZ, GXC, HAO, BKF)

Posted: July 11, 2011 at 12:35 pm

Fears of inflation and increased oversight into accounting practices are causing US investors to pull funds from China-focused ETFs, with a parallel interest in putting more funds into Brazilian equity ...
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Privatizations to Share Sales, Russia Wants to be China (XOM, BP, RDS-A, BIDU, LDK, TSL, YNDX)

Posted: July 7, 2011 at 1:15 pm

Russia's President Dmitry Medvedev told an economic conference last month that he had ordered the government to reduce its controlling interests in some of the country's biggest companies. He wants ...
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Beyond Greece & ECB, Debt Woes Only Growing Elsewhere in Europe (TI, PT, EWI, AIB, IRE, NBG, EWP, SNF)

Posted: July 7, 2011 at 7:18 am

Greece saved itself with its latest austerity measures.  For a few months, maybe.  If you have read about Greece's woes and read about the bailout and rescue process, the real ...
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China Delivers Yet One More Rate Hike

Posted: July 6, 2011 at 6:45 am

You have been reading all year that China has been hitting the brakes to curb inflation and to fight an overheating economy.  They are at it again.  Now the People's ...
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Commodities Watch: Deep-sea Rare Earth Mining Likely a Long Ways Off (MCP, AVL, REE, SHZ, REMX)

Posted: July 5, 2011 at 3:25 pm

The announcement that Japanese scientists have found high concentrations of rare earth minerals on the Pacific Ocean sea bed could be far less than meets the eye. The report estimates ...
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New Bond Mutual Fund Theme: A China Bond Fund For U.S. Investors

Posted: June 30, 2011 at 12:20 pm

U.S. investors are now getting a Renminbi (Yuan) and bond fund to invest in via an open-ended mutual fund structure.  An announcement has been made by Guinness Atkinson Asset Management ...
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Should Short Sellers Be Allowed To Publicize Trades? (SPRD)

Posted: June 28, 2011 at 2:31 pm

Having positions and covering them openly on a near-live basis is a tricky business.  At issue is not so much an insider trading question, but when financial transactions meet issues ...
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Water Investing Long-Term Stock Picks Out to 2012 & Beyond (GE, MMM, AWK, WTS, INSU, TTEK, CCC, VE, SBS, DGW, PHO, PIO, ERII, CGW, FIW, CFWAX)

Posted: June 28, 2011 at 9:05 am

Water may be the source of life, but it is also perhaps one of the most misunderstood and most “under-invested” themes for those investors who want income and growth year ...
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Major Options Bets in iShares MSCI Emerging Markets Index (EEM)

Posted: June 23, 2011 at 12:34 pm

Emerging markets are cumulatively supposed to make up a catch-all investment sector for investors seeking true growth in the next decade.  If you have been watching the ticker tape of ...
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Winners as China Opens Up Mutual Fund Sales From Foreign Banks (C, HBC, BAC)

Posted: June 23, 2011 at 8:55 am

China has loosened up its regulations and will now allow banks to distribute foreign mutual funds later this year.  Winners are expected to be Citigroup, Inc. (NYSE: C) and HSBC ...
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Emerging Market Fund Watch: MSCI Index Reclassification Doesn’t Change Much (MSCI, VEIEX, VWO, EEM, DREGX, PRMSX, NEWFX)

Posted: June 22, 2011 at 12:34 pm

In yesterday's article about emerging market funds, we noted that three of the funds that track all or most of the stocks in the MSCI Emerging Markets Index could be ...
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