Blog Archives

Did You Miss This Year’s Biggest Investment Themes? Here’s Four

Keeping track of global macroeconomic trends is a daunting task.

For that reason, each month we organize and rank the key market trends in our Mega Investment Theme Report by order of significance.

Here’s a few of this year’s biggest themes:

Commodities Get Crushed
All of the hyper-inflationary dreams of commodity bulls have been shot dead.

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Don’t Get Hit By a Falling BRIC

A credit bubble (China), inflation (Brazil), and the threat of war (Russia) have made BRICs a dangerous place to invest. Is the worst over?

“BRIC” is an acronym for Brazil, Russia, India, and China that was introduced in 2001. Enthusiasm for investing in stocks from BRIC nations rose in the mid-2000s as mega-emerging markets outperformed developed stocks (NYSEARCA:EFA).

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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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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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Emerging Markets and Parallels to the pre-2008 Crash

Are there parallels between the pre-2008 U.S. stock market crash and emerging markets today?

Emerging market bulls (NYSEARCA:EDC) say that cheap market valuations are a reason to own stocks from countries like China (NYSEARCA:FXI), Brazil (NYSEARCA:EWZ), Russia (NYSEARCA:RSX), and India (NYSEARCA:EPI). Are they right?

AUDIO: Listen to Ron DeLegge @ The Index Investing Show

A similar argument was made about U.S.

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