This is an excerpt of ETF Battles between EEM vs. VWO on ETFguide TV – it’s a face-off between two ETFs focused on emerging market stocks Who wins the battle? EEM and VWO go against each other in key areas, including cost, performance and exposure strategy Both funds are among the largest emerging markets ETFs …
ETF Battles: EEM vs. VWO – Which Emerging Markets ETF is Superior? Read More »
The energy market has seen some record breaking moves in 2020. Never mind how the May 2020 crude oil contract went $37 negative, the magnitude of the ups and downs has been off the charts. In our latest analysis at ETFguide TV, John Love the CEO at USCF Investments provides historical context. Love points out …
This is an excerpt from our latest video, Investing Trends in 2020 and Where to Invest with Lynn Dolan at ETFguide and Dave Mazza at Direxion Investments. Lynn: As we head into a new decade, the market is already taking shape and new investment themes and trends are starting to take shape. Here to discuss …
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 …
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. And while the …
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 – 247wallst, 11/19/13 It’s Time to Buy China – MarketWatch, …
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, had forecasted a 7.5% rise.) In January, …
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 …
Russia Isn’t Only Trouble Spot for Emerging Markets Read More »
Depending on whom you believe, China is either on the verge of economic utopia or a major economic shock. And the data is leaning toward the latter. Non-performing loans made by Chinese banks soared to $97.5 billion in the final three months of last year, according to the China Banking Regulatory Commission. That matches levels …
China’s Busted Bank Loans Hit 2008 Crisis Levels Read More »
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 …
Emerging Markets and Parallels to the pre-2008 Crash Read More »
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 …
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 …