China and India have become the top source of new arrivals into the US overtaking immigrants from Mexico according to a WSJ article yesterday. While in the past Mexicans were the largest group of migrants in recent years migration from Mexico has slowed. From the article: Chinese and Indian newcomers to the U.S. are now …
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The Callan Periodic Table of Investment Returns for various Emerging Market indices from 2006 to 2015 are shown in the chart below: Click to enlarge Source: Callan Associates Emerging markets are hot this year with many markets having soared by double digit percentages so far. These markets were also the top performers before the Global Financial …
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China follows a unique form of political system called “market socialism”. In this system, the economy is capitalist to some extent but the political system is communist. Under this system only one party runs the country and no other party is allowed to exist. The state plays a major role in the functioning of the …
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Global investors used to consider emerging market as mainly commodity plays. Unlike developed markets other sectors such as banking, healthcare, IT, consumer staples, telecom, airlines, etc. did not get much attention from most investors. But today’s emerging countries are much more than just commodities, For instance, the Chilean economy is not confined to just copper, …
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Commodity investing have gone mainstream these days with investors bombarded with marketing materials promoting them as an alternative investment sector. However investing in commodities like copper, soya bean, orange juice, iron ore, etc. is not a wise strategy for most retail investors. Unlike stocks, commodities are highly volatile and it is very easy to lose money …
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