Aberdeen Emerging Markets Smlr Co Opps
EM Fundamentals Look Healthy Despite Recent Volatility
The title of Shakespeare’s sixteenth century play “Much ado about nothing” is now a common phrase that translates to making a big fuss out of something insubstantial. How might this relate to current market noise on emerging markets? Emerging markets (or EM) continue to face volatility in today’s investment environment, but these swings are perennial […]
Why Israeli Stocks Look Attractive
Israeli stocks (ISL) are trading at attractive valuations. The Tel Aviv 25 Index is trading at 15.7 times its trailing-12-month earnings.
Why Central Bank Decisions Are More Unpredictable Now
Central bank decisions are more unpredictable now. The US economy has been steady for a while and doesn’t warrant the zero interest rate policy.
Why Monetary Policy Is Actually a Bright Spot in Mexico
Monetary policy is actually a bright spot in Mexico. Since inflation rates touched 4.5% in January 2014, the central bank has done a good job keeping inflation in check.
How the Mexican Government Has Pleased Investors
Oil (USO) prices have plunged by over 60% since last summer while other commodities have taken similar hits.
Successful Oil Auctions Have Boosted the Mexican Peso
Successful oil auctions have boosted the Mexican peso. Since the second auction on September 30, the peso has appreciated by 2.9% against the US dollar as of November 2.
Look for Pockets of Value within Emerging Markets
Emerging markets (ABE)(FEO) as a whole may not be attractive. Where can you find value within emerging markets?