The outlook for emerging markets in 2013
While clearly a lagging indicator by definition, fund flows are kicking in and momentum for emerging markets remains strong in a world where the U.S. and Europe aren’t caving in.
Tag Archives: Brazil growth
Options traders taking positions in emerging markets ETFs
We’ve been harping on about the emerging markets vs. domestic market trade now for over two months. It’s working out very well for those following Tim Seymour’s pair trade of going long EEM (quote) and short SPY (quote).
Is Brazil ready to rebound in 2013?
Brazil has never seen more constructive domestic macro conditions: record low rates, mild inflation, 5.5% unemployment and a government attempting to fix massive bottlenecks in the economy.
Rebounding Brazilian economy not as strong as it appears
Brazil cheered the market last week when second quarter GDP growth implied government stimulus is finally helping the Brazilian economy rebound.
Emerging markets week ahead: Bernanke can’t save the markets this week
Emerging markets were set for losses of up to 3.0% last Thursday until Federal Reserve Chairman Ben Bernanke saved markets with his comments at Jackson Hole, Wyoming on Friday.
Summer is over for emerging market ETFs
The Labor Day holiday is approaching in the United States. Many Wall Street professionals have been vacationing for a good part of August, and their return is often expected to bolster volume and be a potential catalyst for higher prices — including emerging market ETFs?
Will increased stimulus for Brazilian transport infrastructure be sufficient?
The Brazilian government last week announced its largest ever stimulus package aimed at increasing private investment in an outdated transport infrastructure system of roads, rail, and air transportation.
Hedge fund titan goes big on Brazil ETF
Prominent hedge fund manager Ray Dalio runs Bridgewater Associates, a $120 billion hedge fund. Close attention is paid to his buys and sells, and Dalio’s most recent SEC filing revealed an acute interest in the Brazil ETF.
Time to buy BRF, the Brazilian small cap ETF?
While the Brazilian economy sure is facing some near-term headwinds, the long-term outlook is good. Given the pounding some Brazilian investments have taken you might think the country is a disaster. It may be time to revisit one such ETF: BRF.
