On the Ground Report: Brazilian Investment Opportunities
A short video on Brazilian investment opportunities by Michael Konstantinov, Portfolio Manager of the Allianz RCM Brazil fund: Click here to watch the video.
A short video on Brazilian investment opportunities by Michael Konstantinov, Portfolio Manager of the Allianz RCM Brazil fund: Click here to watch the video.
Generally small caps yield higher returns over large caps over long periods. In the last decade small cap stocks easily beat large cap stocks in terms of returns. From an article I wrote in May: The S&P 600 Index, a small-stock index, gained nearly 100% in the decade that began Jan 1, 2000Â , producing …
Continue reading ‘Small-Caps may offer better Investment Opportunities for an Economic Recovery’ »
The MSCI Emerging Market(EM) Index has posted an annualized return of 10.2% over the past 10 years thru the end of 2009. Due to this solid performance and other factors investors are increasingly attracted to EM equities. However many studies have proven that economic growth does not automatically translate into higher stock market returns. In …
Continue reading ‘Emerging Markets: Correlation Between Economic Growth and Stock Market Returns’ »
The world’s best stock in terms of returns is not a U.S.-based company stock. Many people assume that Warren Buffet’s Berskhire Hathaway is the world’s best stock. However that is not true. According to the Swedish business daily Dagens Industri’s stock market expert and author Björn Wilke, Sweden’s Handelsbanken is the best stock in the …
ETFs offer one of the simplest and easiest ways to gain exposure to emerging markets.Investors have poured billions of dollars in emerging market funds making them some of the largest in the fund universe.However investing in emerging markets via ETFs or an index fund is not the best way to capture the growth of these …
Continue reading ‘Why Country ETFs Are Not the Best Way to Invest in Emerging Markets’ »