iShares MSCI Emerg Mkts Index (EEM)

All Comments on EEM

  • commenter
    Lisa
    Aug 20 04:52 PM
    Barclays, Bring Down That Emerging Expense Ratio [view article]
    Excellent article. Reply
  • commenter
    jjc7477
    Aug 20 12:33 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Gabe,

    I'm in Detroit and believe me, we have inflation AND deflation here. Homes and businesses deflating while costs and taxes inflating. I think you should seriously take off those rose colored glasses you wear and take a good look around. It may be true that the European and emerging nations will feel dramatic pain, but if you think that's going to be our resolution here, you are very sadly mistaken my friend.     Reply
  • commenter
    Simple Simon
    Aug 20 09:32 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Very thorough outlay of the big picture. Thanks. And I like the metaphor of a 'stampede'. ( the cowboys of old used to chase down and 'rope and hog tie' the leader to stop the stampede; and don't we wish there were a few of those brave souls now! ) A flock of birds, or a school of fish also works. So, we knew the economy would contract...so when the figures come in, "we" ( they?) wheel like a school of fish even though there is no shark, just photographers ( bean counters ) . I freely admit that i , personally am not in the loop, nor an expert - hence the moniker, 'simple simon'...but there are cash rich ( cash drunk ) sovereign funds, and others, 'poised' , as the last commentator said, to ameliorate or 'deflate' the current panic. For those folks ( sovereign funds like Dubai ) 25% loss of a trillion here and a trillion there, doesn't matter that much, if there is a hundred trillion remaining to squander somewhere. It's the small potatoes 'flock' that needs realistic assessments via 'big picture' analysis like this here. Thanks again. Reply
  • commenter
    Umm, yeah
    Aug 20 08:52 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    @gabe - if you're going to count house prices deflating today, then you would've needed to count them massively inflating 3+ years ago. Reply
  • commenter
    gabe
    borenstein
    Aug 20 08:05 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Clearly ,the PPI is an abberation and it did not pick up the recent minor commodity price implosion.More important,at the CPI level the data may be overstating the rate of inflation.Almost 70% of Americans are (were),the home owners .The CPI includes changes in rents ,not the home prices.If home prices were substituted for the rent component ,the drop in the rate of inflation would be noticeable.In addition it is clear that other than gasoline ,just about every consumer item is on sale.The CPI is not picking this up..As the global deceleration becomes more pronounced,the crude prices will likely sharply decline.Tell Detriot about the inflation ,they are not likely to understand the word given the economic state of the automobile business.In fact I would argue that over the longer period of time,the high energy prices are deflationary as the decimate the real disposable income causing implosion of the consumer demand for the other goods.
    In the meantime we are on the way to recovery .The problems have been identified and addressed .The investors and economists should review the word monetary lag which would then eliminate the investment hysteria.
    On the other hand if the FED,the investors and some of the financial institutions had behaved more responsibly 18 months ,we would not have to experience the current" trauma". One more time ,it is not the U.S that will be the economic issue in the period ahead,it is Europe and Emerging market economies (includes many Asian countries),that are about to feel the unprecedented economic pain.
    As long as there are radically different opinions,the market volatility will continue.Market is consolidating and poised for a major rally in the period ahead .
    Reply
  • commenter
    Philly Jim
    Aug 20 07:09 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Anything can happen at any moment and the world economy seems to be a hair away from a global depression. Though the ECB, FED and BOE seem to be scratching each other's back at the moment, we can expect some commodities (oil & gold) to "decouple" from their presupposed levels and possibly get a mind of their own or rather a mind created by frustrated traders with little faith in the murky global financial system. I'd like to think China is doing wonderful and no longer needs the "West" to move forward; reality is, these emerging markets are running on vapors from the drunken buying binge westerners have been on for the past 10 years and those checks are gonna start bouncing from skyscrapers to the rice fields. Reality is hitting home and banks are waking-up with a severe hangover and serious lessons to be learned. I just really hope the U.S. gov't catches up and begins monitoring financial conditions in realtime rather than waiting for something bad to happen then making a move. A lot of lessons can be learned from the past decade that can "fine tune" the U.S. economy and get all cylinders firing again. The eastern allure has been demystified, the information age ushered in and now it's time for professionalism to reign and exceed expectations in the West. The states will need to sacrifice some welfare expenditures and expect a period of stagflation in order to balance their budgets and weather this credit storm. Reply
  • commenter
    GMiki
    Aug 20 01:20 AM
    On the Dollar and Commodities: Currencies Move Because We Let Them [view article]
    Why would one hold investments that are down? When one feels the underlying fundamentals for the investment remain in force. I've seen other charts of stocks that had steep declines and then became enormous winners. What are the fundamentals? These can be misunderstood until they're finally understood--such as the case for peak oil. Reply
  • commenter
    Daniel H
    Aug 20 12:54 AM
    Endowment Investing 2008, Yale-Style [view article]
    Thanks Mebane for your article. It's very good and to the point.
     Reply
  • commenter
    Xyrus
    Aug 19 02:50 PM
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    Frankfurt, SA took you out because of your bigoted anti-semetic comments, not because you think the DOW is going to plunge.

    There are plenty of people on here who think the DOW is going to crash. The difference is they don't post racist blather on what is supposed to be a financial site.

    If you want to spew your narrow-minded views on race and religion, there are plenty of KKK, white-power, or whatever boards for you to post on.

    This isn't Seeking Hitler, it's Seeking Alpha. Keep the comments to financial matters and the mods will leave you alone.

    ~X~     Reply
  • commenter
    Geoff
    Considine
    Aug 19 12:07 PM
    My Website
    Defining a Set of Core Asset Classes [view article]
    I will try to cover a range of questions here. With regard to bonds vs. bond funds, this depends very much on your personal situation. In a hypothetical world, bond funds and bonds accomplish the same thing in a portfolio.

    With regards to infractructure, if you look at my All ETF model portfolio, you will see that I have utilities, transport, and materials as specific allocations--these are all infrastructure. These come up simply because they have such nice portfolio effects via QPP. I am awaiting a copy of Mr. El-Erian's book to see how he motivates these asset classes in depth.

    With regard to the recent losses in commodities: the whole point of asset allocation is offsetting risks. Commodities have had a great run but they cannot out-perform forever. Also, risk and return go hand in hand--you cannot have the returns of commodities unless you take on the volatility. This brings us to the broader issue of whether timing makes sense, etc. I have written about this elsewhere: of course relative value is important--but history suggests that it is secondary to some other factors.

    Geoff     Reply
  • commenter
    pitaking
    Aug 19 11:15 AM
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    Thanks again David, always good stuff. Reply
  • commenter
    chick
    Aug 19 10:40 AM
    Defining a Set of Core Asset Classes [view article]
    Thanks for the comment Xu tiu. In my IRA accounts, I can see it makes sense but not sure about the taxable accounts. Perhaps,still better for the equites and mutual funds. Reply
  • commenter
    kkin365
    Aug 19 09:08 AM
    My Website
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    Somehow, I did not see postings by "the Frankfurt guy." Where to find his postings? Reply
  • commenter
    gabe
    borenstein
    Aug 19 08:57 AM
    My Website
    Tuesday Outlook: Commodities, Emerging Markets [view article]
    Yesterday was simply another outburst of the mass hysteria.
    Any problems that the FRE and the FNM may have , have been discussed for months.Both agencies have been addressing the market concerns.They will continue to provide liquidity to the mortgage markets as originally defined by the Congress.
    Time for concern was at least two years ago ,and I have expressed those concerns then-now it is a matter of a bit more time.
    Commodity prices will continue the downward spiral as the evidence of the global deceleration become increasingly pronounced.
    The decline in the commodity prices (fuelled by the record speculation not the final demand),will allow the FED to continue(accelerate?) with more accomodative monetary policy.
    The U.S economy/marketsare consolidating .Even the questionable housing market is receiving an investment focus from some "mega funds".
    It is the ECB that is behind the curve with its high rates policy ignoring the signs of a major deceleration in Europe which is heading for recession.This will enhance the flows into dollar denominated assets.
    The events in Georgia which show that being too close to Russia(geographically) may not be good for your health will further increase demand for the dollar assets(flight to quality).The ultimate beneficiaries of these inflows will be housing sector and the stock market(two assets with the most relative value).
    The dollar spike will continue,the stock will move sharply higher ,the real estate market will stabilize shortly and the home prices should be higher by the early 2009(10% higher mean aaverage price).In the meantime the volatily and the paranoia willcontinue.     Reply
  • commenter
    buyitcheap
    Aug 19 08:54 AM
    Currency Impacts Are Huge When It Comes to Investment Returns [view article]
    The currency impacts are definitely huge. Consider the South African gold miners -they sell gold in dollars and pay their bills in Rand. That spread is enormously profitable.

    I would argue that the bulk of foreign returns (in USD terms) can be explained almost completely by a depreciation of the dollar NOT by outperformance in earnings in foreign markets. And as the dollar strengthens the vast proportion of performance in the emerging markets will be lower than the US markets.     Reply

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