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EconGrapher (< 20)

December 2012



Green Shoots In Brazil - Is It A GARP Opportunity?

December 11, 2012 – Comments (0) | RELATED TICKERS: EWZ , BRAQ , BRF

Wind the clock back a couple of years and you wouldn't think of the Brazilian stock market as a value play - if anything it was part of the emerging market super-growth bloc that promised permanent double digit returns. But is it time to review the situation? Does the Brazilian stock market present a compelling value opportunity or has the market simply priced in a new lower-growth higher-risk environment?

Full story:  [more]



Bear No More - It's Time To Get Beta In China

December 03, 2012 – Comments (0) | RELATED TICKERS: FXI , MCHI , CHIQ

The Chinese stock market has had a volatile year, initially rallying before slumping as concerns about a hard landing culminated in speculation on the end of the Chinese economic growth model. If history shows us anything it's that people will always overreact; on the down side and the upside. But is it an overreaction to still be bearish on China?  [more]

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