Something very, very important happened in the closing days of 2010, and very few people noticed. The “BRIC” club is expanding to include South Africa. Today I’ll discuss this development Read more…

NYSE:BRF, NYSE:EPI, NYSE:EWZ, NYSE:EZA, NYSE:GXC, NYSE:HAO, RSX, SCIF

On subdued volume, the major indices rallied on Tuesday to close near the session highs. Stocks gapped up at the opening bell and steadily churned their way to higher territory throughout the Read more…

NYSE:HAO, RWX

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NYSE:CZI, NYSE:FXI, NYSE:FXP, NYSE:HAO, PEK, YAO

Frustrated with the diminishing prospects for growth in the developed world, investors have flocked en masse over the last two years towards red hot emerging markets that now account for Read more…

NYSE:BRF, NYSE:DEM, NYSE:DGS, NYSE:EEM, NYSE:EWX, NYSE:GXG, NYSE:HAO, VWO

Once upon a time, exposure to the Chinese stock market was a binary decision for U.S. investors–they either had it or they didn’t. Thanks in part to increased flexibility in cross-border listings Read more…

NYSE:CHIB, NYSE:CHIE, NYSE:CHII, NYSE:CHIM, NYSE:CHIQ, NYSE:CHIX, NYSE:CHXX, NYSE:ECNS, NYSE:FXI, NYSE:HAO, PEK, YAO

Wednesday night brings new inflation numbers from China. After months of fretting about Asia getting too cold to keep the global economy going, get ready to see concerns that it is too hot. Read more…

NYSE:HAO

No matter where investors look in the developed world, the picture isn’t pretty. In the U.S. unemployment remains intolerably high, and uncertainty over the latest round of QE will continue Read more…

IDX, NYSE:BRF, NYSE:CEW, NYSE:EEB, NYSE:EEG, NYSE:EEM, NYSE:ELD, NYSE:EMB, NYSE:EPU, NYSE:EWX, NYSE:EWZ, NYSE:FRN, NYSE:FXI, NYSE:GXG, NYSE:HAO, PCY, PEK, RSX, THD, VWO, YAO

Maybe you’ve noticed that many of the stocks rising through the ranks of the broader market lately have a foreign accent. Read more…

IDX, NYSE:HAO, PCY

I recently ran some backtests (here and here) of ETF portfolios featured in  Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.  I used etfreplay.com Read more…

IFGL, NYSE:DBP, NYSE:DGS, NYSE:EPU, NYSE:EWH, NYSE:HAO, PXR, THD

If you read the business news or watch CNBC, you’ve been bombarded with a steady stream of experts warning you about China. Warning you about the Chinese stock market, warning you about Read more…

NYSE:CHIE, NYSE:CHII, NYSE:CHIQ, NYSE:CHIX, NYSE:CQQQ, NYSE:FXI, NYSE:GXC, NYSE:HAO, PGJ

Emerging markets ETFs have become tremendously popular in recent years, as investors frustrated by the stagnant growth in the developed world have been lured in by the impressive Read more…

LATM, NYSE:BRF, NYSE:DGS, NYSE:EEM, NYSE:EWX, NYSE:EWZ, NYSE:HAO, SCIF, SCIN, SKOR, VWO

You won’t be surprised when I say the U.S. markets are lousy right now. Can you find niches that are performing well? Sure — I often highlight these for you when I see them. But most U.S. stocks Read more…

LATM, NYSE:BRF, NYSE:DGS, NYSE:EWX, NYSE:HAO, SCHC, SCIF, SCIN, SCZ, SKOR, TWON, VSS

Double-dip? I’m not talking about an ice cream cone. I’m talking about economics. And not the U.S. economy, either, because I unfortunately believe that another recession is signed, sealed, and Read more…

NASDAQ:FCHI, NYSE:FXI, NYSE:FXP, NYSE:GXC, NYSE:HAO, PGJ, TAO

“The number of small cap country ETFs is exploding: the Market Vectors LatAm Small-Cap Index ETF (NYSE:LATM), the IQ South Korea Small Cap ETF (NYSE: SKOR), the IQ Canada Small Cap ETF Read more…

LATM, NYSE:CNDA, NYSE:EWT, NYSE:HAO, SCJ, SKOR, TWON

In trading on Thursday, the UltraShort MSCI Pacific ex-Jpn ProShares (JPX) outperformed other ETFs, up about 12.6% on the day. Also showing good gains on such a strange day are the Direxion Daily Financial Bear 3X Shares (FAZ) which was up Read more…

JOX, NYSE:BVL, NYSE:DPK, NYSE:DRV, NYSE:FAS, NYSE:FAZ, NYSE:HAO, PFF, TAN, UXJ, VXX