Emerging Markets

Time to Take a Brazilian Chill Pill

Written by on January 30, 2011 in Emerging Markets with 0 Comments
Time to Take a Brazilian Chill Pill

I have been a big fan of Brazil since reading Jim O’Neil’s “Dreaming with BRICs” back in 2005/06.  The thesis is simple – Brazil has an abundance of natural resources Iron Ore, Nickel, Copper, Oil and you know who (China) needs as much as can be supplied.  Initially, I invested in the theme thru PetroBras […]

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Latin American Stocks Are Lighting It Up

Written by on September 14, 2010 in Emerging Markets with 3 Comments
Latin American Stocks Are Lighting It Up

US based investors have enjoyed the last few weeks, but Emerging Market investors have been lighting it up all summer.  Bespoke Investment Group posted an interesting chart on their blog on yesterday.  The chart shows the relative strength of the the MSCI Emerging Market ETF (EEM) compared to the S&P 500 ETF (SPY).  In the […]

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World Spotlight on South Africa – Next Up Brazil

Written by on June 13, 2010 in Emerging Markets with 0 Comments
World Spotlight on South Africa – Next Up Brazil

Several years ago I read Goldman Sachs’ research paper on the economic potential of the BRICs (Brazil, Russia, India and China).  Since then I have devised different investment strategies to capitalize on this trend. Search my archives for numerous posts on this topic. Recently two additional catalyst have caused me to shift my focus primarily […]

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