Keep Buying Europe Your EuroStoxx Basket Update

With the credit cycle turning and earnings cycle in full form (with a huge boost from the Euro), we are seeing European stocks hits 7yr highs. Somehow this isn’t terrible exciting with the SPX and NASDAQ also just off highs, and the NASDAQ 5000 mania is all the US investors hear about. Well, Europe is a better story and one we have written and talked about for 2 months.

Analysis Emerging Markets Insight Emerging Money Index ETFs Euro Europe

India – Budget Has World Watching

Can India truly deliver on the promise of the best demographic and consumer growth story in the world? India is the BRIC country without any other members.  India is delivering “China like” growth and has been one the best performing major EMs in the last 12 months (+36%).

Analysis BRIC ETFs India

Crude Oil Update – Brent-WTI spread Widens While Sentiment Worsens

Brent pulling back today albeit well off the lows as of early afternoon as we hear headlines of an OPEC meeting potentially called early (although the sources of this meeting seem to be only forces who benefit from the cartel holding an emergency meeting) but also now having digested last week’s inventory and rig count data.

Analysis Commodities Emerging Markets Insight Energy ETFs Oil