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Global market update!
marketwinner
post Posted: Mar 19 2015, 05:21 PM
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In Reply To: marketwinner's post @ Mar 6 2015, 03:41 PM

http://www.fa-mag.com/news/leapfrogging-to...tier-21097.html

Leapfrogging To Asia's New Frontier


 
marketwinner
post Posted: Mar 6 2015, 03:41 PM
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In Reply To: marketwinner's post @ Jun 11 2014, 08:39 PM

http://marketrealist.com/2015/02/must-know...diversifiers-3/

Why Frontier Markets Are Good Diversifiers

 
marketwinner
post Posted: Jun 11 2014, 08:39 PM
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In Reply To: triage's post @ Jun 9 2014, 09:03 AM

Very interesting link.

Some small markets have become bit expensive mainly due to few over valued stocks. On the other hand majority of stocks are undervalued. In some cases there are stocks trading below the P/E ratio of five as well. Asian countries such as UAE, Pakistan, Vietnam and Philippine had some of the major rallies during last two years. Now they are having some pullbacks. Now we are seeing some strong up trend in India and Indonesia. In some point their markets also will have pullbacks or correction. In these frontier and emerging markets there are special opportunities as well. For example Tea companies are under the investment radar now. Because Industry experts expect higher tea prices due to expected drop in production. They are also looking forward to bright outlook for their tea industry. They think this could trigger rally in the listed tea entities. Among Asian developed markets Japan did well. Some smaller markets such as Bangladesh and Sri-Lanka didn't have any meaningful rally during last two years except some rally in few stocks. There are some buying interests in these small markets now.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.


 
triage
post Posted: Jun 9 2014, 09:03 AM
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Here is some analysis of a number of national equity markets using a couple of metrics fwiw.

http://www.telegraph.co.uk/finance/persona...ck-markets.html

I'm not sure they are comparing like for like though, for factors such as liquidity and sovereign risk (?).



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"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog
 
marketwinner
post Posted: Jun 8 2014, 12:36 PM
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In Reply To: wren's post @ Jun 7 2014, 06:47 PM

You are right. What I meant was just like dairy prices both NZD and AUD also will fall against USD in the coming months.

Both AUD and NZD are more vulnerable to bad news. I don’ think that the carry trade position for European and Japanese investors will be attractive hereafter due to uncertainty situation, potential for depreciation of AUD and NZD and the slowing both Australia's terms of trade and commodity prices. Any speculative leaving in long positions could lead to free fall in AUD and NZD.Fed Stimulus Withdrawal policy will also hurt both New Zealand and Aussie Dollar.AB forecasts predict the Australian dollar at US87¢ for the end of September and US85¢ by end 2014.Three is a concern around the sustainability of Australia's triple-A credit rating. According to some analysts the Australian dollar would fall in line with the dip in the iron ore price to below $US100 a tonne. Consumer confidence is also not that good.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.


 
wren
post Posted: Jun 7 2014, 06:47 PM
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In Reply To: marketwinner's post @ Jun 7 2014, 03:57 PM

Why would Dairy prices have any impact on the AUD? NZ Dollar yes,AUD,no.

 

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marketwinner
post Posted: Jun 7 2014, 03:57 PM
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In Reply To: marketwinner's post @ May 31 2014, 06:29 PM

Among tech and bio tech sector, analysts are bullish on GW Pharmaceuticals plc (ADR). We have to wait and see how Xero is going to perform in the market in the short run. According to some market analysts Sweden, Canada, UK, Switzerland, U.S and Germany markets are negative because the stock markets in these countries are trading above historical means. For developing countries, Indonesia and Mexico are negative. On the other hand some market players like Japan, U.S., select Asian countries and the U.K. Some are expecting higher returns from Russia and China too.

Still I believe there are opportunities in individual stocks having value and growth though overvalued markets have some risk of correction especially towards second half of this year. Meat companies are not as exciting as biotechnology or social media stocks. But there are great opportunities. Even there are meat wars in ETF. SAFM listed poultry company in the USA was one of the clear winners in the meat sector and in the broader stock market there. Globally listed meat stocks could have strong run in the coming months. There are listed meat companies with attractive valuations in other parts of world as well.

In the currency market The Canadian dollar traded at almost a one-month low The dollar gained against the euro after positive job reports. Finally it is time to identify emerging stocks, currencies and commodities. It is also time to pay attention to valuations. Rich valuations can be found in Stock markets which didn't have bull market yet. In the commodity market, Soybean production is expected to reach another record in 2014, Grain supplies are expected to keep rising in the coming year as well. The outlook for world grain supplies in 2014-15 has improved considerably. The market for dairy commodities is readjusting after exceptionally high prices in 2013 and early 2014. Dairy prices are falling now. NZD and AUD too will follow dairy prices.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

 
marketwinner
post Posted: May 31 2014, 06:29 PM
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In Reply To: marketwinner's post @ Apr 13 2014, 03:16 PM

Dubai was one of the world's best-performing markets. The UAE and Qatar are now trading at a 40 percent premium to emerging markets in general, compared with a 50 percent discount a couple of years ago. Foreign investors have already started to decrease their exposure to these overvalued markets. Inflows appear to be continuing in the other frontier markets now. Indian market too could have correction during next 18 months or so. Bull markets are moving one place to another gradually. Similarly market corrections are moving from one place to another. Still there are opportunities in undervalued global markets and markets which are trading discounts to overvalued markets.

http://blogs.wsj.com/frontiers/2014/05/29/...stic-investors/

Vietnamese Stocks Dived as China Clashes Spooked Domestic Investors

http://www.arabtimesonline.com/NewsDetails...de/Default.aspx

AE & Qatar Bull Runs May End With MSCI UpgradeForeigners Already Cutting Dubai Exposure: Data

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.


 
marketwinner
post Posted: Apr 13 2014, 03:16 PM
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In Reply To: marketwinner's post @ Apr 5 2014, 12:30 PM

I consider sectors such as biotech, Internet retail, health care technology and semiconductor equipment stocks as the most vulnerable. Now American subprime lending is back. It is not in relation to real estate, but this time it for another American passion – cars. So car sales increased dramatically in the USA. Asset managers are currently so desperate to find something. Savvy private equity firms and hedge funds have jumped into the fray. Some may be selling tech stocks and looking for something desperate now. They may park some of their money in USD as well. So we may see USD rally next. After tech we may see selling in other unsustainable sectors as well. It is time to adjust to the situation and take decision accordingly.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.


 
marketwinner
post Posted: Apr 5 2014, 12:30 PM
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In Reply To: joules mm1's post @ Mar 19 2014, 05:51 PM

It is a crucial time for the market. What are the options available in markets? Are we going to target value stocks, commodities or currencies? If it is so what are the value currencies, value commodities or stocks? Is it time to play defense? Will there be 10% to 20% correction? Is it a kind of buy the dip?

http://www.nasdaq.com/article/german-marke...-20140404-00062

German Market Up Before Jobs Report

Please note that I do not endorse or take responsibility for material in the above hyper-linked site. Please do your own research.

 
 


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