Asia
A Look At The Impact Of Lower Energy Prices On Countries
A big question for investors is: have oil prices bottomed? For the past four days, WTI jumped 19% from its low reached on January 28th, giving some the conviction that prices are reverting back to prior high levels.
Sustainable Dividend Growers Turn From Europe To Asia
We dusted off our research from 2011 on dividend growers. Somewhat to our surprise, we found fewer qualifiers this time, and a shift from Europe to Asia.
Thoughts On Asia Investing: Performance & Valuation of Consumer Stocks
A look at Asian valuations show China to be fairly valued (neither overvalued nor undervalued), but there are other attractive (cheap) ways to play consumer stocks in Asia.
Bulls In The China Shop… How and Why We Are Increasing Exposure To Asia
In mid May, 4% of assets were shifted from U.S. stocks to Emerging Market holdings, buying a package of individual Asian stocks. This same package is being used to boost exposure to 70% in early June.
New Select Industries Group Holding: Asia Exposure...The Worst May Be Over
This group has quickly moved up the ranks of our SS Score work to become the second highest scoring sector.
Bargain Basement Investing...Asia and Emerging Markets
Most investors, including professionals, find it emotionally difficult to act independently and contrarian. It is emotionally comforting to be in tune with the consensus....after all, going with the consensus won’t get you fired.
Asian Emerging Markets...Adding To Unconventional Portfolio Holdings
This month, we plan to add the First Philippines Fund to our Unconventional Portfolio.
View From the North Country
Will the Asian Recession go global? “Gridlock is good", per a Jim Bianco study. Lottery mania, its history in the U.S., and potential effects on society. Also, the past suppression of women’s humor and “Northworst Airlines”.
Major Stock Market Positives and Negatives
A review of the significant stock market positives and negatives as I currently see them.
Asian Emerging Markets—Buying the Weakness
An update on our Asia Pacific Market Opportunity Index.
Asian Emerging Markets...Adding To Our Portfolio
Looking for a potential double? Take a look at our Asia Pacific market opportunity index. High risk markets, but still down big (adding in May). Risk is tempered by the beating these markets have taken.
Asian Emerging Markets
The Leuthold Group made no purchases in Asian emerging markets in March. Further purchases will be made on significant weakness, but in February and March the “gloom and doom” stories subsided.
Asian Emerging Markets...Swinging For a Double
Looking for a potential Double? Take a look at our Asia Pacific market opportunity index. High risk markets but risk is tempered by the beating these market have taken.
Bottom Fishing In Asia
Back in November 1997, the bottom fishing expedition began in the devastated Asian markets.
Emerging Markets: Bottom Fishing
Emerging market opportunities? Established first bottom fishing investments in Korea and Malaysia in November.
Catch the Falling Knives
Further global emerging market turmoil could provide tactical opportunity to accumulate positions at bargain basement levels via closed end country funds. Now at discounts to NAV.
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