Emerging Markets

Is the Turkey ETF a Great Emerging Market, or Just the Best of Europe?

October 21, 2012

Turkish stocks are some of the best-performing investments all around the globe. Helped by a rising Turkish Lira, falling dollar, and resilient economy, the MSCI Turkey Investable Market Index Fund (TUR) is up more than 47% percent year to date. Investing in Turkey Turkey is a unique foreign market classified as an emerging market by […]

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High-Yield International Bond ETFs without Currency Risk

May 20, 2012

Americans have a very different experience in the credit markets than international borrowers and investors. During the 2008 financial crisis –a US “export” to the rest of the world – credit simply disappeared. As Americans tend to borrow long and at fixed-rates, the crisis was far less detrimental to Americans than international investors and borrowers. […]

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Israel: Stock Market Returns Win on Risk-Adjusted Return

February 26, 2012

There was an interesting article in BusinessWeek this weekend highlighting how Israel’s risk-adjusted return over the past 10 years bested all other developed markets.  Overall, the Israel market as defined by the Tel Aviv 25 returned 161% including dividends vs. the “lost decade” in much of the rest of the developed world markets.  Rounding out […]

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1000 Best and Worst ETFs of 2011

October 19, 2011

With 2011 coming to a close, it’s a good time to take inventory of which ETFs fared the best which may lend some insight into trends and sectors to keep an eye on going into the close of the year.  With tax-loss harvesting, asset rebalancing, and the dreaded annual returns fund managers must report following […]

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5 Ways to Profit from Revolution in the Middle East

February 22, 2011

While most retail investors can’t locate Tunisia on a map (I couldn’t before last month), there are bound to be numerous substantial trading opportunities in the various sovereigns undergoing either crisis or complete overthrow of their government.  With Egypt falling shortly after Tunisia, there have now been massive demonstrations in Bahrain, Yemen, Libya, Morocco and […]

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20 Top Performing Country ETFs of 2010

January 4, 2011

In looking at 2010 stock market returns by country, we see some similar patterns to 2009, with higher beta emerging markets leading the pack.  This top 20 list was constructed to give a sense of where the money was flowing in 2010 so as to inform where we may continue to see momentum, while at […]

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30 Top ETFs of 2010

December 29, 2010

The top ETFs of 2010 hail from several different asset classes and strategies.  Since leveraged ETFs tend to benefit tremendously from sustained trends but make for poor long-term investments in volatile markets, I’ve included both conventional non-leveraged ETFs as well as leveraged ETFs.  As of December 30, 2010, here are the best performing ETFs of […]

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6 Reasons You Need More Emerging Markets Exposure – How to Play It

December 1, 2010

A friend of mine is in institutional sales of funds to 401(k) plans for major corporations.  We got on the topic of what sort of funds he sells markets to companies and why most major corporations have such lousy investment options for employees.  He had a very telling exchange with one Treasury officer at a […]

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7 ETFs That May Benefit from Election and QE2 Results

November 3, 2010

Now that the markets have largely digested the election results and the Fed’s FOMC meeting announcement, it was evident both outcomes were somewhat baked in as investors engaged in the typical front-running and anyone looking for a Black Swan Investment or binary trade on Wednesday was disappointed.   The Fed unveiled plans to purchase of an […]

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