Emerging Money Index

Image courtesy J Logan: http://commons.wikimedia.org/wiki/User:JLogan

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.

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emerging market funds

Emerging Money Global Index (EMGEI) Weight Shift

We have made changes to our Emerging Money Global Index to reflect changes in underlying prices of the components based upon our view of the remaining 2Q investment and allocation dynamics for these multinational companies who count EM as key to their revenue and growth vision.

Read Story Analysis Asia Banks Cars Charts China Consumer Emerging Markets Insight Emerging Money Index Energy Pharma Tim Seymour


Index Update – Emerging Money Country Allocator Index (EMCAI)

After a blistering two month period where the Ibovespa rallied 24% in USD terms (EWZ, quote) and the Istanbul XU 100 Bourse (TUR, quote) rallied 3-% we have downgraded these top overweights 20% and raised Russia (RSX, quote, 9% from 6.5%) and Korea (EWY, quote,14% from 12.3%)  on underperformance. 

Read Story Argentina Brazil Charts China Dollar Emerging Markets Insight Emerging Money Index ETFs Latin America Russia Tim Seymour Turkey Ukraine