As said earlier in this thread i jumped in - in 2008 and i’m still doggy paddling around...


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Well if you’re in equities, the interest rest is good.

Another nice bump today...

Who’s in?

I am still in - as you advised me too


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I am still in - as you advised me too


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Yeah, well I think if tRump gets wall funding it will be great for the US markets...

https://stooq.com/q/?s=^dji&d=20190108&c=10y&t=l&a=lg&b=0&r=eem.us

 

You think that your economy has grown so much in relation to EM ?
Basically, these two lines will exchange places in a few years time !

.

Edited January 9, 20197 yr by marqus12

.

Emerging markets are almost by definition high growth. Comparing them to a developed market is silly.

So what specific EM market investments do you recommend?

Why silly ? A decent percentage is a decent percentage, it doesn't matter where your research throws that up. However large funds obviously have guidelines which restrict them to western blue chips but as a personal investor EM should be a main plank of any investment strategy especially with the dual disaster of Trump/May in progress.
 
Obviously if you're a panic merchant you'll steer clear but I have always had a keen eye on EM though having said that I got in Amazon early and that stock alone has almost bought me a house !! But Amazons are once in a lifetime stocks.
 
 

So what EM vehicles are you in now?

Infosys has never left my side - though I handed over the angst of stock picking to a company called Vestra who charge me an enormous fee but are earning it at present meaning I could snap out of the routine of daily checking! They update me monthly on what they're doing with benchmarks.
 
Whilst it seems a bit daft to pay them a fee and then instruct them I can have input and the only snippets I have given them is I want to be in Asian comms (mobiles etc) due to insatiable demand (though last weeks Apple/China report bucked that granted) - also a geologist I once met told me there was more oil under Myanmar than Saudi Arabia though there wasn't a company on earth that had the cash to build the infrastructure needed to prepare to get it, let alone all the way to market. So to much bewildered looks from Vestra I asked them to steer 5% in any funds potentially connected. They did say it wouldn't pay off in my lifetime or will it ………[emoji848]
 
Wipro is getting glowing buy recommendations in a lot of places and almost anything Brazilian is worth looking at (don't want to set Marcushorribilis off there)
 
Trustnet is always a useful guide to confirm you are not making a stupid decision.

If you don’t know, just say you don’t know...

(just kidding)

1 hour ago, mogandave said:

So what EM vehicles are you in now?

 

Baht Buses.

15 hours ago, mogandave said:

 

Emerging markets are almost by definition high growth. Comparing them to a developed market is silly.

So what specific EM market investments do you recommend?

 

I would suggest ...... reading

I would suggest ...... reading

That’s what I thought...

Next

19 minutes ago, mogandave said:

 

That’s what I thought...

Next

 

there are many ETF on EM
different people different country ...it's different access and different prices
Thai shares are also EM

 

It's only interesting if it's a breakthrough now
or will it be sometime later in 2019

 

https://markets.ft.com/data/indices/tearsheet/summary?s=MIEF00000PUS:MSI

there are many ETF on EM
different people different country ...it's different access and different prices
Thai shares are also EM
 
It's only interesting if it's a breakthrough now
or will it be sometime later in 2019
 
https://markets.ft.com/data/indices/tearsheet/summary?s=MIEF00000PUS:MSI

Indeed

Well i have recovered in January from - 14 pc to - 8.5 pc - here’s hoping.
As i’m writing from Shanghai “ Happy Year of the Pig” to all.


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6 hours ago, strikingsunset said:

Well i have recovered in January from - 14 pc to - 8.5 pc - here’s hoping.
As i’m writing from Shanghai “ Happy Year of the Pig” to all.


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Yeah, it was a great month...let's hop it keeps moving in the right direction!

Go heavy on Alibaba - it's a sure thing

 

"BABA"

 

The boost when Trump and his Republican Corporate Congress friends gave a Trillion dollars to the wealthy has busted! As ever with Republicans in control the deficit is huge ! All those jokers who believed Trump was for the “ordinary working folk “ hahah suckers


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1 hour ago, wreckingcountry said:

The boost when Trump and his Republican Corporate Congress friends gave a Trillion dollars to the wealthy has busted! As ever with Republicans in control the deficit is huge ! All those jokers who believed Trump was for the “ordinary working folk “ hahah suckers


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Another well-thought-out reasoned response from the left.

Well - time has been a great healer - glad i didn’t panic - now just need an upside of 4.75 pc to get back to last September’s peak .....


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Q1 2019, the best quarter in many years.

 

Well guys - it’s been a good run - i’m now back to the heady days ( an a tad above) of last September -so recovered from a nerve racking 14 per cent drop!!!,glad i didn’t panic


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2018 was just as bad as 2011.

 

 

 

S&P 500 at record high with P/E of 16.8, here is  how it compares to historic P/E since 2000.

 

July 2 updated Yardeni Charts; https://www.yardeni.com/pub/yardenichartbookdaily.pdf

Edited July 2, 20197 yr by Thailand J

So - here we go again - have just recovered to last years position i’m now back down 3 per cent in 3 days- ouch


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It’s what it is. I’m pretty good for the year...

i agree i’m pretty good for the year - my weakness is is i look at the peak as the new starting point.


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i agree i’m pretty good for the year - my weakness is is i look at the peak as the new starting point.


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Yeah, it would be better if it only ever went up.,,

On 8/7/2019 at 12:36 PM, mogandave said:

Yeah, it would be better if it only ever went up.,,

like a bank CD?  ????

like a bank CD?  [emoji846]

No, like a tech company being scouted for takeover by Apple..