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TMFMmbop (40.06)

September 2010

Recs

44

My Dad's Experiment with Shengmingsu

September 23, 2010 – Comments (27)

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.

  [more]

Recs

10

Global Gains v. iShares MSCI Emerging Markets

September 10, 2010 – Comments (5) | 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]

Recs

8

Don't Be Decimated by a Declining Dollar

September 09, 2010 – Comments (0)

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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