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Frank Holmes: My debate with Gordon Chang on China‘s future at the Vancouver Resource Investment Conference was a stimulating, intellectual exercise. A healthy market needs a compromise between the bid and ask, and discussions between people who strongly disagree is a great way to promote critical Read more…
I just returned from a great Oxford Club summit on emerging markets held in tropical Nicaragua (nice to be back in cold Colorado). One of the speakers was a friend of mine, Doug Clayton, CEO of Leopard Capital, a leading frontier markets Read more…
Chris Aylott: Of all the emerging markets, Russia has the most complex relationship with the West. The Russia Market Vectors ETF (NYSEArca:RSX) reflects this, and its unusual mix of natural resources and modern technology is a snapshot of Russia itself. Read more…
Jared Cummans: Emerging market ETFs were hailed as a must buy for all portfolios after 2010 watched a number of these product produce eye-popping returns. But last year had other things in mind, as the majority of these products felt the pinch of volatile markets and endured a hefty slide. Read more…
Tony Sagami: In last week’s video issue, we talked about the World Bank’s discouraging view of Europe (NYSEArca:VGK) and the United States, and its optimistic view about China (NYSEArca:FXI) and its Read more…
Sara Nunnally: Emerging markets (NYSEArca:VWO) are hot. But when it comes to the best of them all, there’s one relatively undiscovered country you need to know about. Read more…
Tim Seymour: We are big fans of the Turkish market around here, but it says something when the world’s second-biggest economy, growing at a rate of nearly 9% a year, is trading at the same Read more…
Yiannis Mostrous: Emerging market equities (NYSEArca:EEM) had a great run in January, with the MSCI Emerging Markets Index gaining 11.2 percent. This performance dovetails with our commentary from mid-December: Read more…
Don Miller: The never-ending hunt for higher yield is leading investors to bet record amounts on emerging market debt. In just the first two weeks of 2012, governments of undeveloped economies from Asia to Africa sold more than $30.6 billion in dollar-denominated bonds Read more…
David Gillie: For those of you in my generation, the thought of Vietnam brings up visuals of military carnage as seen on the nightly news of the 1960′s. This is what Vietnam looks like today. Read more…
Rudy Martin: Many of the best emerging-value dividend plays today are traded on the U.S. exchanges. That’s not just my opinion — my proprietary indicators are clearly telling me that’s the Read more…
Chris Ciovacco: A golden cross occurs when a market’s 50-day moving average crosses above its 200-day moving average. We believe conditions have improved since central banks have cranked up the printing presses, which means the recent “golden cross” in the S&P 500 (NYSEArca:UPRO) may turn Read more…
Jim Trippon: US China watchers are eager to gauge the presumed next leader of China, Vice-President Xi Jinping, when he visits the White House next month. The visit, announced by the Read more…
Shah Gilani: You want to know the truth? The truth is that Wall Street has stacked the deck against you. That’s why you need to understand how the game is played. Otherwise you’ll end up a Wall Street patsy. Read more…
Jared Cummans: The ETF industry has long been known for the many advantages that it offers over competing mutual funds and other investment vehicles. One of the most significant upsides that exchange traded products have is their relatively low expenses; investors can gain exposure to asset Read more…
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