Core emerging markets assert leadership
After U.S. stocks suffered through the worst week of the year, emerging markets are picking up the baton. We are seeing broad-based leadership from the emerging world, and needless to say it bodes well.
Tag Archives: SPY
Maybe you should ditch the Mexico ETF for just two of its stocks
Mexico’s economy is growing at an estimated rate of 4.6% a year — faster than just about any other Latin market you’ll find a specialized ETF for. But what’s the best way to get exposure to that growth?
Build your own market-weight global ETF
A dirty secret of many ‘global’ funds is that they’re really the MSCI EAFE with some lip service paid to China, India and other markets that are generating the lion’s share of the world’s economic growth. Can you build a better portfolio on your own?
The Chinese coal company with both income and growth prospects
Like natural gas, coal is an energy sector that has suffered from declining growth around the world, particularly in China.
Best of the Wednesday web
Some observers are welcoming China’s shrinking trade surplus as a sign the country is finally rebalancing its economy to move away from export dependence and consume more imports. But China’s imbalances have actually worsened.