...from the perspective of Asian and EM investors. Well, nearly a year anyway. This after the ratios got bombed after the 2020 COVID hysteria faded into the inflated global recovery.…
US now finds itself on outside of two massive Asia-Pacific blocs From Nikkei Asia: Five RCEP takeaways: Asia cements grip as free trade torchbearer In my opinion at exactly the…
Welcome to yet another new look for nftrh.com. I like the crisp, clean look of the thing and hope you do too. I actually changed the theme because images simply…
Another ‘+’ update serving as a trade idea for traders and a global macro view for all subscribers. I like the idea of backing out Japan (using the AAXJ iShares) because I am not at all sure the BoJ is going to be able to subjugate the Yen in service to pumping its stock market, which still looks bearish to me. The rest of Asia however, looks constructive, much like the Emerging Markets (EEM) as reviewed last week.
Sorry, I couldn't resist the headline. D for Dragon. The Templeton Dragon fund, my preferred actively managed way to be long China/Asia, is declining within the would-be Handle of the…
With reference to an earlier public post showing the EEM breakout today, you may recall that I use EMF for Emerging Market investment and TDF for China/Asia. Both are managed by Marc Mobius of Templeton.