September 23, 2010 –
Earlier this summer we got our hands on a few samples of Yongye International's Shengmingsu fertilizer product. In the interest of due diligence, I sent one to my master gardening father to test on his vegetable garden. Here's a photo of how it worked on his peppers in a controlled test. The bigger one is treated with Shengmingsu, so my dad was pretty happy with the product and its results.
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September 10, 2010 –
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RELATED TICKERS: EEM
Perhaps you know this, but the iShares MSCI Emerging Markets Index (EEM) is the most popular international ETF with more than $40 billion of assets. Yet that popular fund and our Global Gains team have a very different view of how to tap the potential of emerging markets. Just take a look at how differently we are allocated across sectors:
Here's EEM:
And here's GG:
Immediately you should see how overexposed EEM is to financials and commodities -- what I would consider the plays of emerging markets past -- and how we are overweight the consumer, infrastructure (industrials), and telecom (another consumer play). We also have much more healthcare exposure, which is one of the fastest-growing industries in places like China and India.
All told, I think EEM has it backwards, which is why its performance has badly lagged a broader emerging markets composite index over the past five years.
This, of course, begs the question. How are you getting your emerging markets exposure? [more]
September 09, 2010 –
Bearish on the dollar, wary of gold, and don't know how to preserve the value of your savings. This week's Global View column makes the case for a basket of emerging markets currencies: [more]
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