Emerging Markets

Colombia ETF Up 50% YTD – Here’s Why

September 9, 2010

While much talk of hot Latin American economies has focused around the Frontier Markets up 22% on the year, Colombia’s ETF (GXG) is up even more on the year, just breaching a 50% gain for the year.  This, in a roughly flat to down market for most developed world bourses. About the Colombia ETF The […]

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Playing Emerging Markets – Without Stocks

April 7, 2010

CNBC published an article today outlining how investors can take advantage of the rampant growth in emerging markets without investing directly in individual stocks and taking on individual company risk.  However, they left out what the instruments are to do so, so I’ll fill in the blanks: Currencies: As the US and Europe continue to […]

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1 Year Post-Crash: Biggest Winners and Losers by Country, Sector

March 9, 2010

It was one year ago today that the complete capitulation of retail and institutional investors alike ended and on March 10, 2009, the money started pouring in again.  During that time, virtually all asset classes rocketed up with annual gains that haven’t been seen in decades.  For investors savvy enough to either stay the course […]

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ETF Returns for All Countries 2009

January 5, 2010

I’ve reprinted this from Darwin’s Finance, my other broad-based finance/investing blog.  Since this article covers all ETF returns for 2009, certainly relevant here: Following the most tumultuous investment environment many have seen in their life, it’s worth reviewing the 2009 stock market performance for equities globally. Interestingly, the US (ticker SPY) ended up toward the […]

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ETF Review: Frontier Markets

December 30, 2009

The Claymore/BNY Mellon Frontier Markets seeks to replicate the Bank of New York Mellon New Frontier Index. What makes this ETF especially unique is the country holdings. The top 5 Holdings are: Chile, Poland, Egypt, Colombia and Kazakhstan. With BRIC ETFs getting all the attention in international funds for years, as investors seek the next […]

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ETF Review: New China Tech Fund Looks Promising

December 9, 2009

This newly launched ETF will be extremely volatile for two reasons: Tech and China, each of which carry high Beta on their own in contrast to US equities at large.  This fund will perform well as long as the long term economic growth and prosperity in China continues, coupled with rising speculative stock purchases in […]

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