Are emerging small-cap stocks signaling a new risk environment?
The relationship of small-cap to large-cap stock prices is a noted indicator of risk appetite in the broad U.S. equity market. We can extend this logic to emerging markets as well.
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The relationship of small-cap to large-cap stock prices is a noted indicator of risk appetite in the broad U.S. equity market. We can extend this logic to emerging markets as well.
South Korean retailers are reporting huge jumps in imported beer sales thanks to last year’s free trade agreement between Korea and Europe. That’s great for Korean beer lovers, but what will U.S. agriculture companies bring to the party?
The fundamental basis of investing is the time value of money, and the investment that returns the most money in the shortest period of time will always be the favorite. That is why investing in emerging markets should form the foundation for all portfolios.
Bullion-hungry Asian consumers are often touted as the fundamental support for gold prices. But India’s demand for gold has weakened as the combination of high inflation and a weakening rupee sap the country’s collective buying power. China seems to be stepping in to fill the gap.