iShares MSCI Mexico Index (EWW)
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EWW Forum Topics
- All Comments on EWW
- General Discussion on EWW
- Mexico’s Guillermo Ortiz: The Anti-Greenspan [view article]
- Total Returns by Country Since March 2003 [view article]
- Emerging Markets: Ready to Rebound? [view article]
- Fundamental Analysis for Emerging Markets [view article]
- Russia's Too Risky - Barron's [view article]
- A Look Inside the Mexico ETF [view article]
- Three Worthwhile Investments in Mexico [view article]
- Global Market Snapshot [view article]
- Minefields in LatAm: Dodging Political Pitfalls [view article]
- A 360 View of Returns (July 2008) [view article]
- 31 Country P/E and PEG Ratios [view article]
- Country Estimates: Revisions Ratio [view article]
loading ...Recent EWW Articles
- Mexico’s Guillermo Ortiz: The Anti-Greenspan
- Total Returns by Country Since March 2003
- Emerging Markets: Ready to Rebound?
- Mexico ETF: Strong Peso and Latin American Presence
- Russia's Too Risky - Barron's
- A Look Inside the Mexico ETF
- Three Worthwhile Investments in Mexico
- Global Market Snapshot
- Minefields in LatAm: Dodging Political Pitfalls
- A 360 View of Returns (July 2008)
- Full List of Articles »
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ng
Mexico’s Guillermo Ortiz: The Anti-Greenspan [view article]
same as central banks in Brazil, Chile, Australia, New Zealand, China,India, etc. When food prices explode and more than 60% of household expenditures goes to food, you have no option: inflation is more important than growth or you are fired. That is why emerging markets are cooling, global liquidity is dying, export taxes are going up, tariff are going down and globalization is history, at least for some time. And that is a good reason to sell your gold if you have any, to buy food or, if you can save, to get a 8% deposit in pesos (13% in Brazil) and wait for better times... Reply
Total Returns by Country Since March 2003 [view article]
Indonesia (Jakarta Composite Index) up 443% for that period, better than Brazil. ReplyTotal Returns by Country Since March 2003 [view article]
Why omit Norway? The index has gone from appx. 98 to 420. In my book that is not too bad. ReplyTotal Returns by Country Since March 2003 [view article]
Jim Rogers has been saying to invest in Taiwan. Its one of the most depressed markets and has a lot of potencial.jimrogers-investments.... Reply
Total Returns by Country Since March 2003 [view article]
I'd like to see the exchange rate adjusted returns as well. And to note also that Brazil was pretty much starting in the sub-basement to generate such returns. ReplyTotal Returns by Country Since March 2003 [view article]
Bespoke needs to go over to Gannett and hire an out-of-work copy editor to edit its copy. This is poorly written.What's being compared to what here? If the "MSCI World Index Local Currency" index is up 68%, how come the 22 listed components are up far more than 68% on a "total return" basis? Isn't this perhaps a story on currency inflation?
Fill in the gap in the logic here, I am not a mind reader. Reply
Total Returns by Country Since March 2003 [view article]
Interesting. Good stuff. How much of this is due to the currency exchange rates/weak dollar? ReplyTotal Returns by Country Since March 2003 [view article]
Interesting article, I think that it is also important to look at the break down between different sectors and sub-sectors.bullishbankers.com Reply
Total Returns by Country Since March 2003 [view article]
Thanks for posting. I was also surprised by China performance. No one would say that it is as much as US. ReplyEmerging Markets: Ready to Rebound? [view article]
Mr. Greenstein... I think being a contrarian is fine if there is a solid reason behind the contrarian thinking. If you had said 'everything returns to its mean', or 'it'll be a pendulum', I'd at least accept your explanation. I do have to say that your explanation here doesn't make much sense to me. If it is true that:- Decoupling is a myth
- That American equities are beginning to pick up and foreign equities are dropping
- That foreign markets and economies have been suckling at the teat of the American consumer
I just don't see how foreign countries are going to have the income to support their workers. Your argument that the workers in these countries are going to benefit from cheaper food and oil reminds me of Carly Fiorina's exhoratation that sending jobs overseas is good for the American consumer because merchandise will cost less. A recent TV expose showed a bewildered unemployed factory worker trying to explain the benefit of buying at Walmart while she was running out of unemployment insurance.
Just doesn't jive to me.... jegan ;-) Reply
Spritzer
Fundamental Analysis for Emerging Markets [view article]
MXF has annual tender offers where you exchange your MXF shares at NAV in return for Mexican securities. This is a good deal, since MXF sells at a double digit discount to NAV.But in order to do this efficiently, you need a large position (at least 100K) and use a broker who can sell shares on the Mexican stock exchange. Reply
or
Russia's Too Risky - Barron's [view article]
I think we are all forgetting that Russia is an EMERGING MARKET. It is not a developed market and simply cannot be compared to the US or the Eurozone on any real level. Of course there is risk and the threat of geopolitical instability. People don't invest in Russia because of stability and low volatility. They invest because the perceived gains in individual investments are believed to outweigh perceived risks. There are great companies in every country on earth...some are easier to find and invest in than others. Even Zimbabwe has great companies...In a broad, macro context, I'm extremely bearish on Russia in general...but some individual companies look great to me. However, if commodity prices slow down, I think the Russian economy will see the current problems magnify, as well as the emergence of new issues. I don't think the economy is diversified enough and a lot of new wealth is leveraged on the commodity boom...
Cheers Reply
or
Russia's Too Risky - Barron's [view article]
Most of the time a comment about Russian markets turns into political discussion. My view: 1) Dont buy Russian blue chips. It doesnt matter whether Russia started or Georgia started, US is right or Russia is right etc. - the decisive factor is that many investors especially from US think Russia is not safe and overreact to negative news which are already inflated by western media. 2) Buy Russian small caps because Russian fundamentals are fairly solid, it is ridiculously cheap market and the small caps are traded primarily by locals and some european investors who see the political risks more realisticaly. Replyfor you
Russia's Too Risky - Barron's [view article]
If Russia was such a great place to live, why are 70% of pregnancies being aborted? Reclaiming lost territory is their growth engine.Source: Mark Steyn, America Alone: The End of the World as We Know It Reply
Investor
Russia's Too Risky - Barron's [view article]
Why so much noise? Russian bubble popped even before invasion in Georgia. Make no mistake, it's not "peacekeeping action": one of the sides can't be peacekeeper. It's blunt and shameless attempt to restore old USSR using military power.Investment in Russia is as good as lost. Russian budget goes into red if oil below $110, Russia claims currency reserves of 600 billion dollars, but Russian government companies owe Western banks close to 400 billion. Investors started running away more than a month ago. Russia is between sell and sell short right now. If government continues current policy, it will nationalize most of industries in couple of years (oil and gas are already nationalized for all practical purposes). If you think that investors are going to be compensated, read about Yukos.
Read more in my blog, starting Nov last year. Reply