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Dominique de Kevelioc de Bailleul: Reports of the USS Enterprise aircraft carrier battle group setting course to join battle groups USS Lincoln and Vinson in the Arabian Sea and today’s back-to-back announcements regarding the complete termination of Iran’s financial transactions through SWIFT Read more…
Monty Agarwal: As investors, most of us have looked in the rearview mirror and dreamed of owning Microsoft, Google, Apple or Amazon when they were still unrecognized and unloved … long before they multiplied in value and turned their early owners into millionaires, multiple times over. Read more…
Joseph Hogue: Emerging market funds recorded a tenth week of inflows last week, the longest run since 2010, as investors put global risk (pronounced eurozone crisis) behind them. Despite the continued inflows, the average emerging market (NYSEArca:VWO) equity portfolio lost 3.1 percent as investors Read more…
NYSE:ECH, NYSE:EPI, NYSE:EWM, NYSE:EWW, NYSE:FXI, NYSE:VWO, RSX
Martin Hutchinson: The re-election of Vladimir Vladimirovich Putin last week means even more crony capitalism in Russia (NYSEArca:RSX). With Putin in power nothing will change. Read more…
Michael Johnston: Most risky asset classes have generally posted impressive three year performance figures at this point, delivering huge gains in the 36 months or so since equity markets bottomed out during the last financial crisis. Just about every equity index is well in positive territory for the latest three Read more…
Russ Koesterich: As expected, Vladimir Putin claimed victory in Russia’s presidential election Sunday. Assuming the disputed election results don’t lead to greater civil unrest, there are four reasons why I continue to advocate overweighting Russian equities through instruments like the iShares MSCI Russia Read more…
Rudy Martin: The world’s leading economies are working to line up a deal in April on a second global rescue package, worth nearly $2 trillion, to stop the euro-zone sovereign debt crisis from spreading and putting at risk the tentative Read more…
NYSE:EWG, NYSE:EWW, NYSE:EWZ, NYSE:IEV, NYSE:VGK, NYSE:VWO, RSX
Tim Seymour: Record amounts of money are coming back into emerging markets ETFs and mutual funds after massive outflows last year. The biggest funds — like the Emerging Markets ETF (NYSEArca:EEM) — are reaping the biggest rewards. 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…
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…
Michael Snyder: When it comes to government debt, it is not just new debt that is the problem. Every single year, governments around the world must “roll over” gigantic mountains of debt that Read more…
Mitchell Hall: Brazil is wary of opening up its $350 billion in foreign exchange reserves for IMF aid until it receives a political commitment to reform that would give emerging market nations greater representation and influence over the fund’s decisions. Read more…
Jared Cummans: Cocoa, one of the most popular soft commodities, has been surging to start off 2012 after a rough end to last year. From their high point in March, cocoa futures endured a drop of more than 41% through the end of 2011. But this year is already looking up, with futures up approximately Read more…
Martin Hutchinson: Don’t let the headlines fool you, there’s lots of money to be made in global investing in 2012. You’re just going to have to be careful – more so than in years past – because right now the line drawn between successful markets and markets that are in danger of collapse is treacherously Read more…
Kevin Kerr: Hello once again from historic Tallinn, Estonia, here in Eastern Europe (NYSEARCA:VGK) — about an hour or so from the Russian border. There are big changes under way in this region as Russia, after an 18-year wait, joined the World Trade Organization (WTO) in mid-December. Read more…
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