StarBiz- Nokia replaces CEO with Microsoft exec
- India's July industrial output surges 13.8 percent
- Harvard's endowment rises 11% to US$27.4bil
- Facebook beats Google for first time in US
- Asian, US, European shares rise as Europe worries ease(update)
- Apple publishes guidelines for app approval
- Hurd's Oracle gig: Is Ellison perk or problem?
- Business Times
- Bank Negara
Category Archives: EEM
Do Earnings Matter + Roundup
The thing about earnings which investors sometimes forget is that they do not automatically end up in the investor’s pocket, and that earnings which actually get paid out do. Hence the premium which dividend paying companies have over non dividend paying companies. If earnings are not paid out, then they must be used effectively. One of the ways in [...]
ETF Portfolio
Today I updated my portfolio allocations. Over the past few months I have sold a great chunk of my TIPs as well as some equities and some riskier bonds. My cash allocation is now at a whopping 56% of my total portfolio. It costs money to stay in cash because of the low interest rates [...]
Equity outlook for Jan 2010
Despite the fact that most investors (including myself) do not expect equities to perform as well this year as they did last year, there is still strength which showed the Dow breaking above the intermediate resistance level established in November ’09. This also occured in the emerging markets indices. Many traders (especially those who took profits in [...]
Also posted in DJIA, EWJ Leave a comment
Market Outlook
Top chart is the weekly “EEM” ETF, which comprises of indices of developing (or BRIC) countries – Brazil, Russia, India, Russia, China. For investors who believe that the global economy has decoupled, this should prove to be a useful indicator of investor sentiment. As you can see, the last two weeks have been negative, indicating [...]
Also posted in Periodic Outlook Leave a comment
Bottom Fishing?