Emerging Markets

Emerging Market Stocks: Bargain or Value Trap?

I was recently lectured on Twitter by a Wall Street strategist about why emerging market stocks (NYSEARCA:EEM) are a raging buy. Among his top arguments for being and staying long were extremely negative sentiment and chart patterns. He was particularly adamant about “depressed values” in Chinese stocks. Interestingly, the view among other strategists that emerging …

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Will Shadow Banking Take Down China?

To China, shadow banking has been both a blessing and a curse. It’s been a blessing, because it’s created an immediate steroids like impact on China’s economy of  falsified strength and growth. It’s been a curse, because the art of gaming economic growth through credit expansion never has a pretty Hollywood ending. In China, credit …

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