Blog Archives

Frontier Markets: Investors Double Up on Risk

Money is flowing out of risky emerging market stocks (NYSEARCA:VWO), and guess where it’s going? Into even riskier frontier market debt and stocks (NasdaqGIDS:PMNA).

The Economist reports:

“Investors in America and Europe were hungry to buy dollar-denominated debt offering juicy yields. Zambia drew $12 billion of orders for a ten-year bond paying only 5.4%.

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Are Chinese Stocks Really a Bargain?

Chinese stocks are the bargain of a lifetime. That’s what pundits from Goldman Sachs to analysts at major media outlets have been reporting. Are they right?

The resurgence of borrowing money, led by world governments, has pushed global debt levels up 40% from $70 trillion in 2007 to around $100 trillion today.

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Chinese Stocks are a Wonderful Value Trap

When it comes to properly assessing China’s stock market, are financial experts bad or just blind? Here’s what they’ve been saying:

Buck the Trend, Buy Chinese Stocks – Forbes, Jim Oberweis, 7/9/13

Huge Reforms in China Could Lead to Big Upside for Top Chinese Stocks –

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The First Inning of China’s Bear Market

Never mind China’s reputation for cooking the books; its raw uncooked economic data is sagging.

China’s unexpected drop of 18.1% for February exports was the biggest decline in Chinese exports in almost five years and its biggest trade deficit ($23 billion) in two years. (Analysts, that over-optimistic bunch,

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Russia Isn’t Only Trouble Spot for Emerging Markets

As if war between Russia and Ukraine wasn’t bad enough, emerging market stocks (NYSEARCA:BKF) are still dealing with two other major problems: China’s unfolding credit crisis and Latin America’s currency and political turmoil.

Russia’s president Vladimir Putin said that Russian troops have the right to invade Ukraine, setting up the possibility for combat between the two countries.

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