About three years ago now, right before the big August-September 2008 crash, I had bought some shares of Hinterland Metals, which I later regretted and explained why it became one of the stocks I wish I hadn’t bought.
If you had also bought Hinterland Metals, and you’ve checked into your brokerage account in the last week, [...]
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March 9, 2011 · 2 comments
in ADRs, ETF(s), FTSE, Latin America, commodities, diversification, emerging markets, energy, foreign investment, frontier markets, gold, international economy, international stock market, metals, mining, portfolio, rare metals, sectors
The Global X Funds Andean 40 ETF was launched barely a month ago and isn’t high yet on many analyst radars (volume is also still low). The Andean 40 (AND) is worth examining for your portfolio because Peru, Chile and Colombia are some of the fastest growing economies in South America, whereas by now everyone [...]
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February 13, 2011 · 1 comment
in Canadian, S&P/TSX, TSX, commodities, energy, exports, investing, metals, mining, resources, stocks, unconventional energy, uranium
Canadian uranium stocks run the gamut from junior uranium start ups to senior uranium dividend-payers. In a previous post I wrote about the largest Canadian uranium stocks by market capitalization (that was back in September 2009). It’s worth an update now, because Canada’s uranium stocks have grown quite significantly since then.
List of Canadian energy and [...]
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January 17, 2011
in ADRs, Africa, ETF(s), IPOs, Middle East, commodities, emerging markets, forecasts, foreign investment, frontier markets, gold, mining, resources
With all the global investment attention on China, India and Latin America, now’s a good time to research African equities and African ETFs for your frontier markets portfolio.
Most people still think of Africa’s wealth in terms of its natural resources – gold, diamonds, oil. This is true, but the fact is that capitalism has trickled [...]
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December 3, 2010
in commodities, gold, indicators, inflation, market reports, market trends, mining, oil, prices, technical analysis
You don’t see many analysts talking about the gold-oil price ratio. Usually it’s the gold-silver ratio, or gold-EUR or gold-AUD and other currencies that gold is measured against.
The past two days, following the settlement of the EU-forced bailout of Ireland (Ireland itself resisted as long as it could), have seen oil prices hitting fresh 25-month [...]
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October 28, 2010
in Asia, BRIC, China, ETF(s), bubble, commodities, exports, frontier markets, indexes, market reports, metals, mining, protectionism, rare metals
A new Rare Earths ETF is on the market today, to take advantage of the coming rare earths bubble as a result of China reducing its rare earth exports, and threatening to reduce rare earth exports, to Japan and other countries.
I’ve written about the top 40+ rare earths in another post, which I encourage you [...]
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September 27, 2010 · 5 comments
in ADRs, Africa, BRIC, agriculture, commodities, diversification, emerging markets, foreign investment, frontier markets, international stock market, market trends, mining
Remember, Africa’s not a country, it’s a continent. So you can’t directly compare it to “investing in Brazil” or Russia or some other emerging market.
But recent reporting has revealed that some managers are looking past the traditional emerging markets anyway – citing the lack of high-yield opportunies – and have turned their attention to the [...]
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