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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.
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.
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.
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.
I recently had the opportunity to participate in a conference call with Aberdeen Asset Management. The topic of the day was their Indonesia Fund (IF, quote).
The euro zone crisis has been going on now for two years and the worst is not over yet. This has sent traders looking for vehicles to profit from the crisis as well as hedging their portfolio. One vehicle that traders turned to has been ETFs. ETFs are a great way to gain exposure to markets with a stock market account without having a futures/commodities or forex account.
Of the many buzzwords that get thrown around when discussing emerging markets, “BRIC” may be the most common. What is a BRIC, and why is it important?
