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	<title>Michael K Dawson . com &#187; Emerging Markets</title>
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	<description>Spotting Stock Market Trends and Riding &#039;em to the Bank</description>
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		<title>Time to Take a Brazilian Chill Pill</title>
		<link>http://www.michaelkdawson.com/2011/01/30/time-to-take-a-brazilian-chill-pill/</link>
		<comments>http://www.michaelkdawson.com/2011/01/30/time-to-take-a-brazilian-chill-pill/#comments</comments>
		<pubDate>Mon, 31 Jan 2011 03:17:01 +0000</pubDate>
		<dc:creator>miked</dc:creator>
				<category><![CDATA[Emerging Markets]]></category>

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		<description><![CDATA[I have been a big fan of Brazil since reading Jim O&#8217;Neil&#8217;s &#8220;Dreaming with BRICs&#8221; back in 2005/06.  The thesis is simple &#8211; 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 [...]


Related posts:<ol><li><a href='http://www.michaelkdawson.com/2010/06/13/world-spotlight-on-south-africa-next-up-brazil/' rel='bookmark' title='World Spotlight on South Africa &#8211; Next Up Brazil'>World Spotlight on South Africa &#8211; Next Up Brazil</a></li>
<li><a href='http://www.michaelkdawson.com/2010/09/14/latin-american-stocks-are-lighting-it-up/' rel='bookmark' title='Latin American Stocks Are Lighting It Up'>Latin American Stocks Are Lighting It Up</a></li>
<li><a href='http://www.michaelkdawson.com/2007/01/05/pimcos-gross-says-fed-will-slash-rates-to-425/' rel='bookmark' title='Pimco&#8217;s Gross Says Fed Will Slash Rates to 4.25%'>Pimco&#8217;s Gross Says Fed Will Slash Rates to 4.25%</a></li>
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		<title>Latin American Stocks Are Lighting It Up</title>
		<link>http://www.michaelkdawson.com/2010/09/14/latin-american-stocks-are-lighting-it-up/</link>
		<comments>http://www.michaelkdawson.com/2010/09/14/latin-american-stocks-are-lighting-it-up/#comments</comments>
		<pubDate>Wed, 15 Sep 2010 02:43:26 +0000</pubDate>
		<dc:creator>miked</dc:creator>
				<category><![CDATA[Emerging Markets]]></category>

		<guid isPermaLink="false">http://www.michaelkdawson.com/?p=3830</guid>
		<description><![CDATA[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&#38;P 500 ETF (SPY).  In the [...]


Related posts:<ol><li><a href='http://www.michaelkdawson.com/2011/01/30/time-to-take-a-brazilian-chill-pill/' rel='bookmark' title='Time to Take a Brazilian Chill Pill'>Time to Take a Brazilian Chill Pill</a></li>
<li><a href='http://www.michaelkdawson.com/2006/10/28/week-in-review-1027-stocks-fizzle-on-gdp-results/' rel='bookmark' title='Week in Review 10/27 &#8211; Stocks Fizzle on GDP Results'>Week in Review 10/27 &#8211; Stocks Fizzle on GDP Results</a></li>
<li><a href='http://www.michaelkdawson.com/2008/05/25/american-oil-crisis-congressional-finger-pointing-growing-old/' rel='bookmark' title='American Oil Crisis:  Congressional Finger Pointing Growing Old'>American Oil Crisis:  Congressional Finger Pointing Growing Old</a></li>
</ol>]]></description>
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		<title>World Spotlight on South Africa &#8211; Next Up Brazil</title>
		<link>http://www.michaelkdawson.com/2010/06/13/world-spotlight-on-south-africa-next-up-brazil/</link>
		<comments>http://www.michaelkdawson.com/2010/06/13/world-spotlight-on-south-africa-next-up-brazil/#comments</comments>
		<pubDate>Sun, 13 Jun 2010 12:22:23 +0000</pubDate>
		<dc:creator>miked</dc:creator>
				<category><![CDATA[Emerging Markets]]></category>

		<guid isPermaLink="false">http://www.michaelkdawson.com/?p=3284</guid>
		<description><![CDATA[Several years ago I read Goldman Sachs&#8217; 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 [...]


Related posts:<ol><li><a href='http://www.michaelkdawson.com/2011/01/30/time-to-take-a-brazilian-chill-pill/' rel='bookmark' title='Time to Take a Brazilian Chill Pill'>Time to Take a Brazilian Chill Pill</a></li>
<li><a href='http://www.michaelkdawson.com/2007/04/10/is-it-time-to-double-up-on-brazil-in-your-bric-portfolio/' rel='bookmark' title='Is it Time to Double Up on Brazil in your BRIC portfolio?'>Is it Time to Double Up on Brazil in your BRIC portfolio?</a></li>
<li><a href='http://www.michaelkdawson.com/2010/09/14/latin-american-stocks-are-lighting-it-up/' rel='bookmark' title='Latin American Stocks Are Lighting It Up'>Latin American Stocks Are Lighting It Up</a></li>
</ol>]]></description>
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