Posts Tagged 'BRICs'
Tags: Brazil, BRICs, Crisis, debt, economy, ETF, Euro, forex, fx, Greece, High Yield, infrastructure, Interest Rates, junk bonds, market, PIGS, Sovereign debt, stocks, Utilities, Water
Since March 9th of last year, the Standard & Poor’s Composite 1500 index, a broad-based, capitalization-weighted benchmark of 1,500 U.S. companies, has rallied 75%. As it happens, all but one industry group in the index, which is comprised of the S&P 500, the S&P 400 (mid cap), and the S&P 600 (small cap), has seen a double-digit percentage rally over the span
ETFDesk users see this as a potential opportunity to: buy PowerShares Water Resource Portfolio (PHO)
Greece faces the threat of state bankruptcy. No longer is there any illusion that membership of Europe’s economic and monetary union provides protection from harsh realities. Since it entered the euro area in 2001, Greece has sacrificed competitiveness and amassed enormous trade deficits. Theoretically, to make up the economic ground lost in less than a decade, the Greeks would need to devalue by 40 per cent. But in a monetary union, that is impossible.
ETFDesk users see this as a potential opportunity to: buy iShares MSCI-Germany (EWG)
SAO PAULO, March 25 (Reuters) – Yields on Brazilian interest rate future contracts for shorter maturities jumped on Thursday over expectations the central bank would hike borrowing costs in April for the first time in two years.
ETFDesk users see this as a potential opportunity to: buy WisdomTree Dreyfus Brazilian Real Fund (BZF);
March 26 (Bloomberg) — Former Federal Reserve Chairman Alan Greenspan said the recent rise in Treasury yields represents a “canary in the mine” that may signal further gains in interest rates.
ETFDesk users see this as a potential opportunity to: sell iShares Lehman 20+ Year Treasury Bond Fund (TLT)
March 29 (Bloomberg) — Junk bond sales reached a record this month as rising profits and record low Federal Reserve interest rates foster lending and investment to the lowest-rated borrowers.
ETFDesk users see this as a potential opportunity to: buy iShares iBoxx $ High Yield Corporate Bond Fund (HYG)
The unemployment rate remains locked in a range that recalls the economic doldrums of the early 1980s. Housing is stuck in a ditch, with foreclosures rising. And consumers are still reluctant to part with the little cash they do have.
ETFDesk users see this as a potential opportunity to: sell S&P 500 SPDR (SPY);
Tags: banks, BRICs, bubble, china, currency, economy, Emerging Markets, ETF, Euro, Europe, Financials, forex, fx, market, stocks
We cautioned a few weeks ago that a little perspective was probably needed when discussing the “everyone is shorting the euro” story.
sell Rydex Euro Currency Trust (FXE)
Fed up with the tight supply of credit, state and local governments across the U.S. are starting to punish big banks.
sell KBW Bank ETF (KBE)
sell SPDR-Financial (XLF);
March 17 (Bloomberg) — China is in the midst of “the greatest bubble in history,” said James Rickards, former general counsel of hedge fund Long-Term Capital Management LP.
Tags: BRICs, china, economy, Emerging Markets, Energy, ETF, gasoline, gdp, growth, heating oil, India, Inflation, market, Oil, stocks, widowmaker
MUMBAI, India — Just how fast can India grow? Ask Manal Farooq, who can’t make gloves quickly enough.
buy India Fund (IFN)
March 11 (Bloomberg) — China’s inflation reached a 16- month high, industrial output climbed and new loans exceeded forecasts, adding to the case for the government to pare back stimulus measures.
A bold trade is unfolding in the energy markets, dubbed the “Widowmaker.” Traders play the spread between gasoline and heating oil, as seasonal demand shifts with the warming weather in the Northern Hermisphere.
Tags: Bangladesh, Brazil, BRICs, china, currency, economy, ETF, ETN, Euro, Europe, Eurozone, Greece, India, Russia, sovereign debt crisis, Yuan
“Brazil enjoys more favorable demographics than China. If the latter hopes to transition to a broad consumer economy, it had better get a move on: China’s fertility rate is already below the replacement rate for the population and the prime 15 to 64-years-old age group will peak in 2015, according to World Bank projections. Brazil’s is set to keep rising until 2045. Such resources trump anything lying beneath Brazilian soil.”
Collapse of the euro is ‘inevitable’: Bailing out the Greek economy futile, says FRENCH banking chief
The European single currency is facing an ‘inevitable break-up’ a leading French bank claimed yesterday. Strategists at Paris-based Société Générale said that any bailout of the stricken Greek economy would only provide ‘sticking plasters’ to cover the deep- seated flaws in the eurozone bloc.
The Chinese Yuan is just begging for a home run. Any doubts that it is a huge screaming buy should have been dispelled last week when news came out that China had displaced Germany as the world’s largest exporter.
Emerging market investors are weighing increasing their exposure to a tiny market: Bangladesh.
Check out how others are using ETFs to capitalize on this news or add your own opinion