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Emerging Market ETF's and Stocks. Make Lots of Money in China, Latin America and Beyond!
Have you traveled lately? Have you been to an emerging market like China, Mexico or Eastern Europe and seen the insane amount of construction, the growth in the middle class and all that comes with it - homes, cars, cell phones and restaurants. It is time for you to take advantage of that growth and invest in those countries.
Let me show you how to juice up your retirement fund by investing in the hottest regions and sectors in the emerging international markets. Asia, Latin America, India and even Australia are experiencing huge growth which is being reflected in their rapidly expanding stock exchanges. The upside is tremendous compared to the mature economy of the U.S.. I will help guide you into the next hot market, whether it is a country or industry sector.
Your broker or advisor is probably very timid when it comes to investing internationally. They cite the risk and the volatility involved. No denying that in the short term, emerging market etf and stock investments can gyrate wildly, but over time, they have been a solid growth vehicle.
Think You've Missed Out On All The Great Chinese Stocks?
Get Ready for the Chinese IPO Freight Train.
October 28, 2007Ok, so you're one of those investors who should have bought BIDU at $100 or $200 or $300. You get doubts and you miss the train. Same with Petrochina, China Mobile and a host of others. Don't worry, there will be more.
This week Alibaba and Longtop began trading on the HK. A slew of IPOs are poised to launch on the Chinese markets and in the US as ADRs.
Check out the new Chinese ADRs that will be available for you to miss out on. The rule of thumb is to pick an already successful business in growth mode. Doesn't that describe 90% of Chinese ADRs?
BOD: Buy on the Dips. Panic Creates Opportunity!
Cost / Value Averaging Your Way to Stock Heaven....and relax, dammit.
October 21, 2007About 10 weeks after my last post in this section, panic selling over the subprime meltdown's effect on earnings caused a huge drop across all domestic markets.
Had you bought BIDU on Aug 2nd you would have gone from 203 to 316 - over a 50% gain. AMX went from 58 to 65 - a 12% gain. FXI from 136 to 188. VWO from 93 to 106...well you get the idea.
Buying on the dips will not guarantee you great returns like these, but it will set you up for better returns once the market moves up again.
Remember, while some foreign banks had exposure to subprime loans, there is no direct connection to emerging markets. These markets and economies continue to be strong and provide a safe haven during stressful market conditions. Sure, because they are listed on U.S. exchanges, they are affected by broad market moves, it just creates more buying opportunities.
August 9, 2007
With today's panic selling over the subprime scare, I thought it would be good to re-post this section. Check the other postings and links to find some good bargains.
August 3, 2007
More opportunity created by falling markets. Many solid companies were dragged down today by a battered U.S. subprime loan market. What does this have to do with a Mexican phone company, AMX or the Chinese Google, BIDU - nothing. This is a great time to start buying into these rock solid ADRs at a price you can make money with.
August 2, 2007
"The best time to buy stock is when blood is running in the streets."
Nathan Mayer Rothschild (1776 - 1836)
Buy the Dips! Investing 101 tells you that the lower it goes, the more money you make if you buy on the way down, not on the way up. The further it drops, the more you buy to lower the average cost of the stock you own. This is called cost or value averaging. Pick a good stock being dragged down by the market as a whole or by non-related factors (like the subprime freakout). Since you can never pick the bottom of a stock, this is the way to get as close as possible, as often as possible. Investigate the stocks listed here and pick your battles. Try it in a small way and you will be pleasantly surprised. There is a way to make money on the way down - without shorting yourself to a premature stroke.
U.S. Economy Slips = Interest Rates Cut = Dollar Drops = Money Flows to Emerging Market = Emerging Market Stocks Soar
How Subprime Loans and Government Overspending Leads to Opportunity Overseas.
As if Emerging Markets need another reason to rack up double and triple digit gains, you can blame (or credit) U.S. government policy.This Article highlights the large amount of capital flowing from the US to emerging markets. Good video too.
How we caused the weaker dollar and its effect.
Books About Emerging Market Investments.
Read Books Before You Invest. You'll make more and so will I.
The more you know, the better you will do. Less guessing and more knowledge will do your portfolio good. It works for me.
A Bull in China: Investing Profitably in the World's Greatest Market
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Investing in Emerging Markets
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The Emerging Markets Century: How a New Breed of World-Class Companies Is Overtaking the World
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Exchange-Traded Funds For Dummies (For Dummies (Business & Personal Finance))
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Google vs. Yahoo vs. Baidu vs. MSN (or LiveSearch or whatever they call themselves....)
How Big is the Search Pie and Who Gets What Piece?
October 15th, 2007Google owns search. We know that already. How does a the Chinese search engine Baidu / BIDU fit in worldwide search stats? Of 61 billion searches (worldwide); Google has 37, Yahoo has 8.5 and Baidu/BIDU comes in 3rd at 3.3 billion. Baidu's reach is China and now, just starting, Japan.
How big is China and how fast is it growing? Petrochina is now the world's #2 largest company behind Exxon Mobil and just passing GE.
At the current National Congress, Chinese President Hu Jintao stated the goals are to increase per capita GDP four fold by 2020. The result is increasing everyones income 4X while the population grows by 200 million. If you think the Chinese are buying cell phones, computers and softwar, cars and other consumer goods now...just wait til they are making four times as much.
What the heck does this mean? Unlimited growth potential, not just in China, but around the developing world - Vietnam, Turkey, Brazil, Mexico and even Africa. Include the growing strength of these currencies (that is another post), and you start to get a vision where the money will be flowing. These no longer become risky investments, but the world's economic growth engine for years to come.
Google's Global Reach
PetroChina: We're number two.
Hu's on first and promising growth.
BIDU / Baidu: Ok, So Now I've Got Your Attention
BIDU gone crazy. Analyst Gives Back Handed Compliment. $400 - $450 a Share?
October 12, 2007I followed my own philosophy and bought more BIDU after yesterdays rollercoaster ride down. What Happened?
JP Morgan cut its third-quarter revenue estimate on Baidu.com (BIDU) on Oct. 11.
Analyst Dick Wei tells salesforce he's cutting Baidu's third-quarter revenue estimate to about $65.7 million from $67.9 million, as his latest checks suggest an in-line quarter. Wei believes the recent shutdown of some smaller websites in China and the Shenzhen distribution transition (to direct sales) will lead to slower growth in the second half of 2007, but will be positive in the long term. He notes, as of the Oct. 10 close, Baidu's share price had risen about 20% since Oct. 1. Believes any share price pull-backs on the back of these short-term issues offer an excellent buying opportunity for the leading Chinese search engine.
The analyst maintains his overweight rating, $400 target price, and third quarter GAAP EPS estimate of 62 cents
After yesterdays 10% dip:
Jim Cramer just said noted on CNBC's STOP TRADING segment that Baidu.com (NASDAQ:BIDU) is growing at 80% and the downgrades or cautionary comments aren't warranted. He even went as far to say "Baidu could go to $500.00," although that sounded more like conjecture than a formal target.
Target Price - Is it $400..$450 or $500?
I don't know and neither do you. However, Baidu reports third quarter 2007 financial fesults on October 25, 2007. From recent memory, BIDU always beats earnings predictions by a healthy margin and its stock jumps.
Emerging Market Stocks and ETFs: What Have You Done For Me Lately?
Even with the recent drops, Emerging Markets are Rock Solid (and still rock).
August 7, 2007The subprime pain could be your gain. Look for value in rock solid ADRs and ETFs with years of rock solid growth history. VWO, from Vanguard, is up almost 18% ytd. Below is iShare's EEM Emerging Market ETF ytd compared to other popular investments. EWZ Brazil is up 30% ytd and EWW Mexico is up 20% ytd. Is the table now set for strong growth until the end of the year?
The subprime pain could be your gain. Look for value in rock solid ADRs and ETFs with years of rock solid growth history.
AMX América Móvil: Carlos Slim part 2
Buy A Piece of The World's Richest Man at 14.6% off?
August 7, 2007New article from Fortune about Mr Slim. How can you not put money on this guy?
August 4, 2007
FYI, Part 1, July 14 is 1/2 way down the page.
If you have a subscription, check out the feature article today in the Wall Street Journal or www.WSJ.com, on Carlos Slim, his ruthless business methods and his huge Mexican empire. I'll sum it up for you in a few paragraphs, but it is worth reading yourself.
He's a numbers guy, who taught college algebra. He was a successful stockbroker with family bred business acumen. Mr. Carlos "Slim" Helú, took advantage of the 1982 Mexican economic meltdown and picked up dozens of companies for pennies on the peso. Always looking to buy on the cheap, he has recently bought a chunk of bankrupt MCI (sold to Verizon for $1.3 billion) and most recently bought a flailing CompUSA.
His best move by far, was befriending former Mexican leader Carlos Salinas. During Salinas pushed to privatize the public sector, Mr Slim picked up the national phone company, Telmex, under dubious circumstances. He used the national phone monopoly to crush any competition with tactics that would make Genghis Khan (one of his favorite historical figures) proud.
His cell phone company AMX América Móvil has 124 million customers and operates in more than a dozen Latin American nations. Carlos Slim's new construction company, Ideal SAB, is currently bidding to run some of Mexico's biggest highways and his new oil services company recently built the country's largest oil platform.
While you might not agree with his "winner takes all" business philosophy, you've got to love the idea of investing in a monopoly. Although, AMX has 73% of all Mexican cell phone business, it now gets 66% of its income outside of Mexico. The more you know about Carlos Slim, the more you'll want to check out AMX America Movil.
GAF: S&P Emerging Middle East and Africa ETF
And Now For Something Completely Different! Off the beaten path.
August 3, 2007This new State Street Fund follows the S&P Citigroup Index focusing on emerging markets in Egypt, Israel, Jordan, Morocco, Nigeria and South Africa. The Middle East and Africa is a region with overflowing recources that is the last frontier...for getting in on the ground (and I do mean ground) floor. Materials and Natural Recources, ever so scarce in today's worldwide expansion are where the action is. As these regions stabilize, they create opportunities. Is now the time or is it too early? As the resource grab becomes more intense, look for markets like these to prosper. Which is a very good thing for all of us. Seeking Alpha takes a look at GAF.
State Street GAF home page. Teva Pharmaceuticals is about 8.5% of GAF. It is up 50% in the last year. Here is the whole list of holdings for GAF. Dig in.
More: Baidu BIDU and Other Chinese Stocks (ADRs)
Whew! The Wild Chinese Internet Market Has Generated A Lot Of Interest Lately.
August 2,Sohu profit drops 20% and year over year revenue is down, but less than expected. SOHU stock rose nearly 10% yesterday including after hours trading. It has retreated from that 36 to the 32 - 33 range today. It has surged 61% since April, along with a slew of other Chinese internet stocks. Read more about SOHU in this Reuters article.
August 1, 2007
Despite the fact that the Asian and European markets were spooked (is 2% to 3% spooked?) last night, the U.S. market seemed to shake it off. Treasury Secretary Paulson, in China, tried to reassure the world that the subprime mini-meltdown was "contained". It seemed to work.
Thus, this morning The Street jabbers about Baidu, China Mobil, CDC, Shanda, Sina, Sohu and more. Everyone is trying to find the undiscovered Baidu BIDU.
Check out the SOHU earnings call at 5pm Pst tonight. Like all Chinese web stocks, it should blow past the whisper numbers. If you've never listened to an earnings call before and have nothing to do, you might find this interesting. Then, again...I'm a strange fellow.
Blammo: The Olympic Effect on The Exploding Chinese Economy.
Crazy Spending Propels Chinese Market. One More Year of Skyrocketing Growth?
July 30, 2007There are disagreements on whether Olympics provide a net gain for the hosting country. For a country like China, which is using the Olympics as a springboard to leap into the 21st century, the effect is very visable. China's stock market sprint is one obvious effect. Will this continue?
A look back to Australia and Athens bodes well for economies looking for increased visability. A needed infrastructure build and worldwide exposure should provide lasting effects.
Here are some other interesting looks at China / Olympics / Investment / 2008:
A look from a personal level.
The Olympics effects on China telecom and China media...texting style.
Interview with Chinese media executive about the Olympic effect on telecom and new media.
FXI China ETF: Is China The Next China?
Contrarian View to the Chinese Bubble?
July 31, 2007Interesting take from an American expat living in China, about the psychology of the Chinese stock bubble and the everyday Chinese investor. YouTube video, explaining the core value of the Shanghai market.
July 30, 2007
Not every Chinese ADR has been stellar. Here is a list of Chinese stock performance. From the same source is a report on profitability and analyst ratings of Chinese ADR's. Indeed, China is the next China, you just have to be selective. Always remember, buy on the dips. It will keep you sane for months to come.
July 23, 2007
Very interesting article on the Chinese economic expansion, government policies and the Olympics. Instead of investing in FXI, it might be time to cherry pick from the list of available Chinese ADR's.
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Kicking Butt: Baidu BIDU Blows Past Analysts Estimates. But Wait There's More...
Analyst Raises Target Price to $235 from $137. Tell Me Something I Don't Know.
July 29, 2007Citigroup late to the game again.
July 28, 2007
Think BIDU is played? Think BIDU is the next Google? Check out the other Chinese internet stocks you can invest in. Chinese are all over the web, but still lack credit cards. Great article on the state of Chinese web activity.
July 27, 2007
I love when analyst try to jump on the train after it has already left. Everyone knows this stock will go higher, over time. It's still very early for the paid search business in China. Everyone else knows this too. This must be why BIDU BAIDU is showing unusual strength after a 27 point runnup. Do you BIDU?
There are still bears in the woods. Short sellers make BIDU investors very happy.
July 26, 2007
Baidu BIDU is here to stay. They are the only company on Earth kicking Google's butt.
Shares of BIDU Jump 20% in After Hours Trading: Up to $218.
BIDU earnings more than doubled from 7.75 to 18.8 million dollars. Revenue jumped from 25.15 to 52.7 million dollars.
Just to keep things in perspective, Google earned 925 million dollars on revenue of 3.87 billion dollars for the 2nd quarter. I see some growth potential here. Sarcasm? Just note, revenue crushed analysts estimates by 25%.
BIDU Baidu is moving quickly into music sales, social networking and Japan. As stated before, the Chinese buy very little online due to the lack of credit cards. This is changing faster than Lindsey Lohan's story. Look for similar growth for the next five years.
Am I hot on this stock? Can Baidu BIDU help set you up for retirement? This is the future - China + Internet = Unlimited Growth. For more solid info on Baidu BIDU and the Chinese market, check out the posts below.
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BIDU: The Chinese Google. Baidu Rockets over $200! And Then Falls.
Panic selling creates opportunities. Is it time to back up the truck on BIDU?
July 25, 2007BIDU up $8.18 today. Check out the live earnings call at 5pm PST.
July 24, 2007
Addendum: Baidu dropped from $210 last week to $175. Is it time to back up the truck? $145 - $160 looks like the sweet spot for BIDU, but they are releasing quarterly earnings on July 25. Earnings should be better than expected.
July 11, 2007
I bought this stock (BIDU, an ADR) late last year at $108 and all the talking heads were saying it was too pricy then. Is it too expensive now? I am always wary of a stock that has seen double digit growth in a half a month, but let's look deep into Baidu.
China has a middle class of about 300 million out of their 1.3 billion population. This emerging middle class will see amazing growth in their earnings as China's moves quickly into the 21st century. Look at the potential - 10% internet penetration and only 30 million credit cards issued. That is 30 million credit cards issued in a country of 1.3 billion people. Here are some more figures from their Q1 2007 Earnings Call.
Baidu (BIDU) revenue was 128 million dollars last year, with earnings growth of over 140%. That pales in comparison to Google, which did 10.6 billion last year. Yes, Baidu's p/e is high at 152 trailing and 65 forward. But look at the growth potential between $128 million and $10.6 billion, not including the disparities in populations and income growth. Over the long haul, this is a no brainer.
If you don't own this stock, it is definitely a buy. However, I hate buying on a huge runnup. Buy on a dip or even a correction. This will keep you sane for months to come.
Are there any pitfalls with Baidu? Yes, Google is already in China and owns 33% of the market (compared to 57% for Baidu). It recently announced the establishment of a larger Chinese footprint, with a research center. But the managment of Baidu is nimble and is increasing their internet offerings (community and music sites)and expanding into Japan and Europe.
IF Indonesia Fund: Timing Is Everything
Indonesia Closed End Fund, IF, Trades At A Premium To NAV
July 22, 2007There has been a lot of interest in Indonesia investment opportunities. Your only shot is the closed end fund (CEF), IF Indonesia Fund. IF has been on a run since 2002, but has been choppy this year. This is obviously not reflecting the 70% rise in their stock market over the last year.
You have to consider the NAV, net asset value with CEF's. The stock fund has had a huge run up in July (along with most global funds), which has put it at almost a 18% premium to NAV. I am not a CEF specialist, but the rule of thumb is to invest in funds whose stock price is selling under it's NAV price. Wikipedia explains CEF's, NAV's and Premium / Discounts.
Check out IF Indonesia Closed End Fund. Please note that 25% of the fund is invested in TLK, the huge Indonesia telecom conglomerate.
Indonesia Fund (IF)
Closed-End ETFs
--------------------------------------------------------------------------------
Fund Quick Facts
As of 7/20/2007
Closing NAV: $11.96 Current Distribution Rate: 0.70%
Closing Share Price: $14.20 Premium/(Discount): 18.73%
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52 Week High-Low NAV: $10.80-$7.08 As of 6/30/2007
52 Week High-Low Share Price: $12.2000-$7.4500
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EWY South Korea ETF: Ahead of the Curve
What Do You Do When China FXI Peaks? Find The Next China.
July 20, 2007South Korea has always been somewhat unloved. Political problems and corporate behemoths are just a few reasons. When China peaks, look to other Asian tigers to find future gains. Malaysia EWM, Thailand TTF and Vietnam (no ETF yet) may present other opportunities in the near future.
Is South Korea the next China? Are you kidding me? No. However, it is the next growth engine of Asia and there is money to be made here. Does it matter that the China will (and is) dominate the world economy and South Korea will a reliable servant? No, all that matters is that you can make a chunk of change over the next few months or years on the basket of stocks that represents South Korea. You can and you will.
EWY iShares South Korea is up almost 39% year to date. With a ridiculously low P/E, there is room for growth in this industrial and tech heavy economy.
Emerging Market Companies: Built Like a BRIC House.
EEB ETF - Brazil, Russia, India and China: The Paradigm Shift in Global Business is Now.
July 19, 2007When you are thinking about the world's largest businesses (and we know you are); are you thinking BRIC? Brazil, Russia, India and China are no longer - vast reservoirs of natural recources, highly educated populations and chronic under performers. BRIC is home to some of the world's largest companies. In less than a decade, these countries have bulked up and flexed their economic muscle. According to a recent Goldman Sachs study looking at the energy industry: In 1991 of the 20 largest companies - 55 percent were American and 45 percent were European.
But in 2007, 35 percent of the 20 largest energy companies are from BRIC countries, about 35 percent are European, and about 30 percent are American.
The International Herald Tribune recently reported on the world's largest global companies by value - number 5 is China's Petrochina (PTR) and number 8 is Russia's Gazprom. Quickly moving up are the Commercial Bank of China and China Mobil (CHL).
Foreign investing is no longer fringe. It should not be just 3% to 5% of your portfolio. Expert investors have known this for years and are riding these global bull markets. Yes they bounce up and down like a rodeo, but this is a ride to portfolio heaven you should not miss.
AMX America Movil: He's The Richest Man In The World and You've Probably Never Heard Of Him.
If You Make A Phone Call In Mexico, Then You are Paying Mr. Carlos Slim.
July 14, 2007Born of Lebanese Christian parents, Carlos Slim and his 3 sons, control the national telephone systems in Mexico. In 1990, Carlos Slim bought Telmex in a government selloff. Now, under the symbols TMX (Telefonos de Mexico) and AMX, America Movil, he has expanded into the rest of Latin America. He was once the largest shareholder of MCI before he sold it to Verizon.
Mr. Slim is so wealthy, he controls 8% of Mexico's GDP. AMX is the mobil telecom vehicle that is driving his expansion. AMX has doubled in a year and is up 30% ytd.
How did I find this gem? Look into the holdings of the best performing ETF's and you will find the standouts that are the majority of these huge gains. In fact, when you look into most country specific ETF's you will find one of the leaders is usually a telecom stock.
Besides AMX, I like:
VIV, Vivo Participacoes S.A., Brazil's leading mobile telecom ADR has doubled in a 52 weeks and is up 25% this year to date.
VIP, Vimpel-Communications, Russia's mobile telecom juggernaut, which is up 155% in 1 year and just under 50% ytd.
I also like another Russian telecom, MBT, Mobile Telesystems, which has seen similar gains.
Finally, CHL, China Mobil has doubled in the last year and is up about 30% ytd.
Should you buy ETF, Emerging Telecomunications Fund or these 5 ADR's? It is your call. These are the cream of the crop. Downsides: Mr Slim is being accused of monopolizing the Mexican phone system and VIP is slowly being bought up by the Russian energy giant, Gazprom. Gazprom is 75% controlled by the Russian government. But, hey, these are emerging markets and you have to expect a little government pressure or private monopolies. That is why they pay the big bucks. In reality, these are huge publicly traded companies, which are listed on our stock exchanges and follow all the corporate reporting rules set forth by the SEC.
FXI, iShares China ETF: The Tide Is High.
A Rising Tide LIfts All Boats...or.. When Will The Dam Break and Sink My Portfolio... and other mixed metaphors.
July 16, 2007It is coming. You know it is. Crazy returns over the last 3 years with just a few stumbles. Is this a bubble, irrational exuberance or just real companies making real money? Can you time the market? Can you predict the future? If so, please email with the date of the "correction".
Is it a worldwide bubble or just regional? In China, people are borrowing money to invest in the market and businesses are making 23% of their corporate profits by investing in the stocks of other companies. Sounds bubbly doesn't it? But China is exploding in historical purportions. We are a year away from the Bejiing Olympics and China is putting on it's best face and even updating their horrible public toilets.
The government is doing all it can just to keep the economy the rails as it negotiates corners at dangerous rates. Or is it?
Here are some historical comments. They are amazingly similar, even though years apart. If you would have followed their advice in 2004, you would have missed one of histories greatest runs. When will the tide turn? Here are some answers....
April 2004: All hell breaking loose.
May 2004: All hell breaking loose, redux.
September 2006: The Great Bubble of China.
January 2006: The China Bubble.
June 2007: An Elephant Riding A Bicycle.
June 2007: Playing China's Bubble.
Next, we'll discuss what you can do to protect yourself, without missing the wave. Meanwhile...Surf's Up!
Have you ever been to an Emerging Market country?
Now that you know what one is, you can answer this question. Yes, Mexico is an Emerging Market.
Last Poll: Which one of these is an Emerging Market?
2 votes Whole Foods
10 votes Clean Energy
7 votes Turkey
0 votes Flat Screen TVs
2 votes France
Turkish telecom TKC is a great bet (and the only availble Turkish ADR) and TKF Turkish Investment Fund is on the rise, yet 33% off it's high 1 1/2 years back.
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IXP and ETF: Wow, What A Day. 2.09%
Where To Go Next? Telecom!!!
Aug 1, 2007Nice Fortune article on China Mobile, CHL. Nice insight into a government controlled "public" company, that is truly massive.
July 13, 2007
This stock market will not quit. I keep waiting for my international stocks and funds to soften up after this amazing run up in early July. Some of my holdings are just crazy. EEM up 72%. EWW Mexico up 67%. EWX Brazil up 82%. FXI China up 111%. Malaysia, Singapore, Korea have all gone to the moon. India and Russia have been a little tougher than expected.
What do you do when you are trying to find a different angle on Emerging Market investments, after all the good countries have been taken? You go sector shopping, that's what you do.
When I dig into the holdings listed in my country specific ETF's and Broad ETF's, there are a few standout industries that are consistant in every market. I am going to focus on one in particular, Telecomunications.
Everybody has a cell phone and I don't care where you are. Americans are wimps when it comes to cell phone addiction. The broad Telecomunication funds are - Ishares Global Telecomunications IXP (up 16% ytd.) and Emerging Markets Telecommunications Fund (ETF) is up 20.5% and has doubled in 1 year. ETF is the pure Emerging Market play with holdings in Mexico (19.86%), Hong Kong (16.04%), Russia (10.22%) South Africa (7.56%) and Brazil (6.08%).
Top holdings are China Mobile at 16.04% of assets; Mexico's America Movil at 14.46%; South Africa's MTN Group, 6.43%; and PT Telekomunikasi Indonesia, 4.69%. Check out ETF, Emerging Markets Telecomunications Fund.
IXP on the other hand, has holdings that are 35% U.S. stocks and 65% foreign. Here are the holdings for you to dig through. I own this ETF, but wish I would have invested in ETF. My broker talked me out of it. I never learn.
ETF is a closed end fund and there are risks involved with these funds and their limited float. It can skew a market. Right now, it's price to book and sales ratio is pretty flat, so this should not have any influence. I strongly believe in ETF. Should you buy it today after a 283 market explosion? That is up to you. Think long term. Telecom in Emerging Markets is a no brainer.
EEM and VWO: Always Follow the Money!
Can $3.7 Billion Be Wrong?
July 31, 2007Hey, you're not the only one investing overseas. The largest U.S. stock funds are way more into International Diversification than your stockbroker is advising. This is the dirty little investing secret they don't want you to know.
July 12, 2007
International ETF's gain 24% in assets year to date. Are these things sky high and due for a dip? This explains why they are so resiliant, even after huge first half gains. This is why emerging market ETF's have had the best gains this year.
EEM
VWO
For starters, check out both EEM and VWO, Ishares' and Vanguard's Emerging Market Exchange Traded Funds. Both have been exceptional this year, with WVO besting EEM by 3 points. WVO is the low cost leader - .30 vs. .77 and has a slightly better yield of 1.48 to 1.20. Both funds cover the hottest emerging markets: Korea, Taiwan, Brazil, China, Russia, South Africa, India and Mexico...down to Thailand (the next hottest market) and Peru.
Both EEM and WVO are easy ways to invest in Emerging Markets. You should definitely have one of these for diversity. The next next phase is to start selecting individual markets, sectors and eventually, pick the hottest stocks from these, in the form of ADR's.
*By the way, EFA, EEM and VWO are in funds that I manage.
ETF, ADR and CEF: Research Central
Do your own research. You are smarter than you think.
July 16, 2007Yahoo Finance is easy to use. Check out ETF's under investing.
CBS Marketwatch covers Emerging Markets and ETF's.
iShares are some of the best performing ETF's.
ETF Connect covers most foreign index ETF's and CEF's.
ETF Trends is a good ETF blog.
MustFeed pulls it all together.
Claymore is coming out with innovative funds. Check out BRIC.
JP Morgan's ADR site will make you money.
Comprehensive ADR site, but not easy to use.
Always Google it! Check out Google's Finance Site.
Primer on ADR's, ETF's and CEF's.
How in the heck can I invest in Malaysia, India or Brazil?
July 10, 2007
Investing internationally is easy. I am talking about stocks and stock funds that trade on the major U.S. stock exchanges. You can do the research yourself. Yahoo Finance has lots of information that is easy to digest and set up.
ADR's are American Depository Receipts. They are how a foreign company can list themselves on an American exchange and take advantage of the capital and exposure here. Major Japanese companies have been doing this for years (Panasonic/Matsushita, but now you can find the Chinese "Google", Baidu and the Mexican AT&T, America Movil. *Both of these stocks are in funds that I manage.
ETF are Exchange Traded Funds, which are similar to Mutual Funds, but have lower management fees, are managed less and trade openly on U.S. stock exchanges - just like stocks. Quite often they follow popular regional indexes like MSCI (Morgan Stanley Capital Internatioal) EAFE - The Europe, Australia, and Far East Index. *I manage a stock fund that has EFA (the symbol for EAFE). Sometimes they are country specific indexes such as the MSCI EWY (Korea). Sometimes they cover industries such as IXP, I-Shares Global Telecomunications Fund, which I manage in an investment fund.
Closed End Funds CEF's) are similar to ETF's but they are limited to a set amount of stock. Thus you are dealing with overbought or oversold situations.
I am going to show you how to fun picking the next hot region, country and industry to make money globally. Let's go!
Investing internationally is easy. I am talking about stocks and stock funds that trade on the major U.S. stock exchanges. You can do the research yourself. Yahoo Finance has lots of information that is easy to digest and set up.
ADR's are American Depository Receipts. They are how a foreign company can list themselves on an American exchange and take advantage of the capital and exposure here. Major Japanese companies have been doing this for years (Panasonic/Matsushita, but now you can find the Chinese "Google", Baidu and the Mexican AT&T, America Movil. *Both of these stocks are in funds that I manage.
ETF are Exchange Traded Funds, which are similar to Mutual Funds, but have lower management fees, are managed less and trade openly on U.S. stock exchanges - just like stocks. Quite often they follow popular regional indexes like MSCI (Morgan Stanley Capital Internatioal) EAFE - The Europe, Australia, and Far East Index. *I manage a stock fund that has EFA (the symbol for EAFE). Sometimes they are country specific indexes such as the MSCI EWY (Korea). Sometimes they cover industries such as IXP, I-Shares Global Telecomunications Fund, which I manage in an investment fund.
Closed End Funds CEF's) are similar to ETF's but they are limited to a set amount of stock. Thus you are dealing with overbought or oversold situations.
I am going to show you how to fun picking the next hot region, country and industry to make money globally. Let's go!
Emerging Market and ETF Videos (updated weekly)
Good ETF, ADR and Emerging Market 3rd Party Videos.
ETF's trade like stocks, so they have brokerage fees. Management fees tend to be very low compared to Mutual Funds, however. They are usually in the .30 to .70 range.
Share Your Ideas, Experiences and Knowledge.
A 5 Star Vote Would Be Nice Too. LensRoll Me If You Are Related.
Help us put our heads together and find the next growth area. Have you traveled somewhere that you feel is ready to breakout or do you work in an industry that is ready for international growth? If so, add your thoughts. Also, leave an note and I'll vote back at ya! If you like my site - Stumble It!
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Bacony
I am very glad to go through this lens related in International Investor. May I suggest to step into what is 1031 exchange gives you comfort in all types of tax generator. I was very much helpful from this site. Posted April 16, 2008 |
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scotty6
Thanks to lens, really i am amazing to read on Stock Exchanges. From this lens I got very usefull knowledge of international market. I hope you also get benefitted from Toll Free 800 even it will helps you to get involve in various activities. Posted April 06, 2008 |
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LillianSmith25
I definitely agree that emerging international markets are good places to make investments. Aside from the lower cost of living, you also save up on taxes. However, you can easily meet success in leading international markets, especially the U.S., if you're familiar with the tax system. For example, a 1031 exchange permits the sale and purchase of two like properties without the need to pay taxes. Here's an extensive resource about tax and the 1031 exchange. Please drop by! Posted April 03, 2008 |
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adamsparker37
Hi !! nice lens you have. Very good and useful information. You are absolutely right that the Stock Exchanges ( Stock Markets) of China, Mexico, Eastern Europe & India are emerging and growing rapidly. Especially China & Indian markers are growing more. Good analysis you have done. Nice presentation. Do you know 1031 Exchange . The Federation of Exchange Accommodators of the 1031 exchange was formed in 1989 for several reasons like enforce ethical standard of conduct and to offer education to improve the knowledge. Thanks for giving opportunity. Posted March 25, 2008 |
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AllMarketTrader
ETF's can be a profitable addition to your portfolio and also IRA, if you know what you're doing! I am going to get Bill Poulos's new home study course on ETF trading 'ETF Profit Driver', as soon as it becomes available in April 2008. More info: Posted March 01, 2008 |
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AllMarketTrader
This is a nice lens. I'm just getting into ETFs in conjunction with my IRA. I've just heard about a new ETF home study course coming from Bill Poulos who is well known and respected in forex and stock trading circles for his training programs. It's called ETF Profit Driver and there's more info at http://www.etf-ira.com Posted February 29, 2008 |
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WealthCreationMentors
Great information...thanks for sharing. I would also like to invite you to my site: www.WealthCreationMentors.com Posted February 06, 2008 |
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Silver_Lotus
I like your lens! Good job, and thank you. Posted January 24, 2008 |
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BFuniv.com
A great collection of information. I was glad to see a Jim Rogers book here; all of his books inspire a global outlook. Posted January 03, 2008 |
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Aika
wonderful lens! great information and resources that can be a helping hand. I'll come back again! :) Posted December 20, 2007 |
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Alllovely
really useful and informative lens. If you ever have a credit card from American Express if not get it from Amex credit card Posted November 04, 2007 |
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YardsaleSurfer
Wow! You have one heck of a lot of content here! I am going to have to come back to finish reading it! 5*s! Yardsale Surfer ~ The Online Market Place For People Who Know Their Stuff Posted November 03, 2007 |
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OfficeRocket
Fantastic lens. This info is of real benefit to me. Posted October 25, 2007 |
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gearon_garlic
Soo interesting and informative lens, thanks! Posted October 16, 2007 |
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GOLDSMITH
Hi awesome lens, I have voted you 5 stars, here is my lens online business visit it once if you like it vote my lens. Thank you... Posted September 12, 2007 |
Bill Murray
With the population of China, its fast growth, and their support of a local search engine, Bidu can't go anywhere but up. I think it will hit 220 in less than six months. I don't mind telling you that I bought it almost a year ago and plan to hold it. It will be bigger than Google.
Posted August 19, 2007
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ShowingYouHow
Tons of great information! Definitely five stars! For some useful mortgage refinancing info check out the Mortgage Refinancing lens. Posted August 17, 2007 |
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RichardStooker
Hi, I especially like the emphasis on exchange traded funds over mutual funds. I don't know why anybody still puts money into mutual funds. I do trust income investments over growth, so my lens is ">Canadian income trusts Posted August 15, 2007 |
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SalesPractice
This lens is packed with information. Thumbs up! 5 Stars :) Posted August 02, 2007 |
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FESA
Hmmm .... great lens. If only I knew then, what I know now!!! Thanks, Fran (FESA) Posted August 02, 2007 |
