Emerging markets are up 10% since our last article on the subject, but the FED’s rate action might quickly erase the gains. Valuations are starting to diverge, but don’t fight the trend. Keep an eye on China as it is relatively undervalued and still boosts economic growth of 6.7%. Introduction In May we discussed how… Read More »Emerging Markets Are Hot – Here Is Where You Should Put Your Money
Brazil’s economy contraction is slowing and the trend is turning positive. The political situation is currently stable but trouble is always around the corner. Fundamentals show potential but also risks as the price to book value is relatively high at 1.4. Introduction In April we wrote about Brazil and described it as a good risk… Read More »Have Recent Market & Currency Gains In Brazil Just Increased The Risks?
The U.S. and Europe are overvalued, especially seeing the current political situation and economic fragility. What’s about to hit Europe and the U.S. already hit emerging markets in 2015. There are opportunities in emerging markets now, but where? Bonds seem the riskiest asset of all with no yield and huge potential downside. Introduction After last… Read More »BREXIT Aftermath: Where to Look for Returns & What to Avoid Now
The political situation is corrupted but the country shows growth potential. From a long term perspective, the market is undervalued and currency effects can bring to gains of 80%. Brazil is still a developing economy with a young population and huge potential. Introduction On Sunday the Brazilian congress voted for the impeachment of president Dilma… Read More »Is Brazil an Investing Opportunity?