Alcoa: Sexy Again?
After a 47% move higher in the stock since October 1, this former US bellwether has zoomed to life.
Investing
Nike: If the Shoe Fits, Buy It
Nike (NKE, quote) is an anchor stock in the Emerging Money Global EM Index (EMGEI) and also a key component of the Emerging Money Global Consumer Index (EMGCI).
Warming up to South African retail
The hottest sector for three years in South Africa — retail — has been taken out and beaten in 2013. Beaten hard! We highlight this because it is worth doing some work and making a call as the market has had a large move.
Major funds increasing emerging market allocations
The December edition of aiCIO Magazine, a publication dedicated to institutional chief investment officers, profiles a number of CIOs and the portfolios each is responsible for. Many of these massive portfolios are increasing their allocation towards emerging markets.
The SEC sanction on China auditors may be an opportunity for investors
Monday’s enforcement action by the U.S. Securities and Exchange Commission against the China-based affiliates of the Big Four accounting firms sent Chinese stocks tumbling on Tuesday, many to multi-year lows.
Time to buy China ETFs?
Billions of investment dollars have started flowing back into China recently. Indications are that the Chinese economy is stabilizing and that investors are becoming concerned they might miss the recovery. Challenges persist however and the short term future is uncertain.
