About Tigers and Frontiers
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| Blog Name: | About Tigers and Frontiers |
| Url: | http://tigersandfrontiers.blogspot.com |
| Language: | English |
| Topics: | Investments, Emerging Markets, Developing Nations |
| Description: | The world is changing. We move from a two-block situation, dominated by North America on the one hand and developed Europe on the other, to one in which Developing Nations are becoming far more important. Led by the so-called BRIC nations (Brazil, Russia, India and China) the importance of this third block is clearly illustrated by looking at GDP's instead of stock market valuations. On a GDP-weighted basis the Third Block does already capture a weight of 30-35 percent. On a market-value basis it is only a mere 10-15 percent. With Europe and America getting older, their economies will grow slower. The Third Block countries will gain in market share and new stock market issues will ensure that the lower market-value based weighting will disappear as well. Be part of the Emerging Markets story. First, because it is good to empower these nations and create a better balance in the world. Second, because it will be good for your wallet too. In this blog we will follow Emerging and Frontier Markets via four live investment strategies that are suitable for everyone. The author - a professional investment advisor himself - uses online tools and databases that are also readily available for you. |
| Popularity: | 4 Followers |
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About Overreaction Stories and the Tower of Babylon (revisited)
Today financial markets all over the world dropped by 2-3 percent. That is quite a big, taking into account that major financial and economic news during the past few weeks has been quite good. All major investors, economists and decision takers seemed to agree that we were leaving the recession caused by the Global Credit Crisis behind us.But just as much as the Global Crisis was according to us at LMG a nice example of Overreaction, we're seeing a new example here! People will never learn! Time after time behavioral tendencies seem to lead markets into some kind of overreaction. Or like that famous German saying: ''Zum Himmelhoch Jauchzend, zum Tode
Today financial markets all over the world dropped by 2-3 percent. That is quite a big, taking into account that major financial and economic news during the past few weeks has been quite good. All major investors, economists and decision takers seemed to agree that we were leaving the recession caused by the Global Credit Crisis behind us.But just as much as the Global Crisis was according to us at LMG a nice example of Overreaction, we're seeing a new example here! People will never learn! Time after time behavioral tendencies seem to lead markets into some kind of overreaction. Or like that famous German saying: ''Zum Himmelhoch Jauchzend, zum Tode
Weeks 44-46; First the panic and then the recovery
After Panic the Rebound; Bulls Back?Or Markets still in a Freaky State?During weeks 45 and 46 financial markets recovered from the very bad final week of October 2009. A week that showed negative returns in a range from -4.10% in Developed Markets to -5.54% for the MSCI Emerging Markets. When looking at
After Panic the Rebound; Bulls Back?Or Markets still in a Freaky State?During weeks 45 and 46 financial markets recovered from the very bad final week of October 2009. A week that showed negative returns in a range from -4.10% in Developed Markets to -5.54% for the MSCI Emerging Markets. When looking at
Turkish PM Erdogan tries to position his country in mediator role
In an interview with Britain's Guardian newspaper Turkey's prime minister Recep Erdogan chastised the West on its Iran policy. According to the Turkish prime minister the West is treating the country unfairly over its nu
In an interview with Britain's Guardian newspaper Turkey's prime minister Recep Erdogan chastised the West on its Iran policy. According to the Turkish prime minister the West is treating the country unfairly over its nu
The week of the US Dollar and the Euro
This week it was about the US Dollar and the Euro, with the latter reaching its annual high versus the Greenback. For the first time in ages the Euro reached a value of more than USD 1.50. But unlike what we witnessed in previous weeks, it was not pure dollar weakness that caused the Euro increase. When looking at chart 1, with the currency overview, we see - when comparing things with last week - that most Emerg
This week it was about the US Dollar and the Euro, with the latter reaching its annual high versus the Greenback. For the first time in ages the Euro reached a value of more than USD 1.50. But unlike what we witnessed in previous weeks, it was not pure dollar weakness that caused the Euro increase. When looking at chart 1, with the currency overview, we see - when comparing things with last week - that most Emerg
What about the New Brazilian Tax?
This week we paid a lot of attention to Brazil. Reason being the fact that we could already take profit on our Vale holding. We replaced it by Petrobras, thereby keeping the exposure to Brazil stable.Later this week the introduction of a new tax that seems to hurt international investors led to some turmoil on Brazilian stock markets. Actually, BMF Bovespa - the stock exchange itself - was one of the biggest sufferers amongst listed shares (-8.5% on a day).Shouldn't we consider reducing the stake in Brazil?
This week we paid a lot of attention to Brazil. Reason being the fact that we could already take profit on our Vale holding. We replaced it by Petrobras, thereby keeping the exposure to Brazil stable.Later this week the introduction of a new tax that seems to hurt international investors led to some turmoil on Brazilian stock markets. Actually, BMF Bovespa - the stock exchange itself - was one of the biggest sufferers amongst listed shares (-8.5% on a day).Shouldn't we consider reducing the stake in Brazil?
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