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Any body like foreign markets
banjofred
Posted: 03 December 2016 07:35:11(UTC)
#21

Joined: 14/03/2011(UTC)
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Correction

three hundred and fifty million a year
Dian
Posted: 09 December 2016 23:34:45(UTC)
#22

Joined: 09/10/2016(UTC)
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Investor interest is shifting toward new sectors.

Out of the blue moon investors are creating demand for food and health related stock and defensive ETFs as well. Shares in defensive sector with steady earnings and dividends were in demand during last week.

Some movers in the USA market

Sanderson Farms, Inc.(NASDAQ:SAFM)
Pilgrim's Pride Corporation(NASDAQ:PPC)
Alexion Pharmaceuticals Inc (ALXN :NASDAQ)
Mosaic Co (MOS: NYSE)

They were up by more than 4% and my attention went towards above companies as well as few other food stocks including following.

SKY PLC(LON:SKY)

Do not underestimate both UK and Japanese markets as well. There are great opportunities at your door itself. Sudden takeovers can rocket stock prices in any type of market big or small. Next great opportunities should come from overlooked frontier markets. As I anticipated, Health care and consumer staples had good demand in global markets during past week.

If time permits, I will upload some attractive opportunities in frontier markets next.
Dian
Posted: 15 February 2017 08:27:43(UTC)
#23

Joined: 09/10/2016(UTC)
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Global markets are making new records. Even overlooked markets are bouncing back.
Some fresh rally should reward patient investors globally.

https://www.investmentwe...r-classic-opportunities
John Kennedy
Posted: 13 March 2017 00:19:53(UTC)
#24

Joined: 12/03/2017(UTC)
Posts: 1

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The NSE continues to deep in the wake of upcoming elections in August. Currently a majority of the listed stocks are significantly undervalued. It's a good time to be taking long positions on the market. However, I would be cautious about the equity mutual funds in this market.
Check this out: Investment Performance in Kenya: A comparison of performance of unit... https://www.amazon.com/d..._r_wa_awdb_mlDXyb79217F2
Dian
Posted: 25 March 2017 01:18:38(UTC)
#26

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Some 52 week high in international markets

Sanderson Farms (SAFM)
Lincoln Educational Services Corp(LINC)
iShares MSCI Global Impact ETF
(NASDAQ:MPCT)
Europe ETF (FEZ)
Panera Bread Co(PNRA)
Cancer Genetics Inc(CGIX)

http://stocknewsjournal....c-cgix-whats-the-story/

Akoustis Technologies Inc(AKTS)

It has climbed from $1.85 to over $10 over the past 12 months.

Out of above stocks, SAFM still has a low PE ratio. Currently it has a P/E ratio of 11.1.
Dian
Posted: 31 March 2017 06:01:52(UTC)
#27

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Dian
Posted: 24 April 2017 07:06:18(UTC)
#28

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Pakistan Market was the top performer in the Asian Pacific Region during past 12 months followed by markets like Bangladesh, India, Indonesia, Thailand and Vietnam. However, during past month small markets like Mongolia, Sri-Lanka and Philippine have outperformed other Asian markets.

What do you think about markets like Latvia, Lithuania and Kazakhstan?
gillyann
Posted: 25 April 2017 18:36:01(UTC)
#30

Joined: 19/04/2016(UTC)
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http://publications.cred...2-D712-45EA9C9DCA3F6E43

This is a link to the Credit Suisse Research Institute's Emerging Consumer Survey 2017. This publication traditionally explores the growth opportunities presented by the new consumer cultures developing across the emerging world, which continue to show vastly different, often more dynamic demographic profiles compared those of developed economies. The report reflects an ongoing collaboration between the Credit Suisse Research Institute and their research partner, the leading market research firm Nielsen, which has delivered data from 14,000 face-to-face interviews with consumers across the emerging economies of Brazil, China, India, Indonesia, Mexico, Russia, South Africa and Turkey as a basis for their research (Taken from the introduction of the publication)

It is a very long document but one I found most interesting when I was researching emerging markets.
3 users thanked gillyann for this post.
Sara G on 25/04/2017(UTC), Dian on 26/04/2017(UTC), Micawber on 29/04/2017(UTC)
Dian
Posted: 29 April 2017 04:06:19(UTC)
#31

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We saw new high for NASDAQ, Russell 2000, India's Nifty 50, and German DAX and so on. The global laggard is China's Shanghai Composite. The Nifty50 hit a fresh record high of 9,367 on Wednesday while the S&P BSE Sensex hit a fresh lifetime high of 30,167.09. New Zealand market has outperformed other developed markets in the Asian-Pacific region during past month. There should be some opportunities in Europe as well.
Dian
Posted: 27 May 2017 06:28:15(UTC)
#32

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As I mentioned before, selected frontier markets in Asia should do well in 2017/18. It may be time to target late risers in frontier markets. Both Bangladesh and Sri-Lanka markets underperformed badly during past four years. On the other hand both India and Pakistan markets rewarded investors handsomely. However, Bangladesh market had sudden surge as a result of strong foreign inflow during past eight months. Sri-Lanka is the latest addition and is showing initial strength along with foreign inflow.

http://www.atimes.com/ar...s-frontier-markets-map/

http://news.morningstar..../article.aspx?id=809669
1 user thanked Dian for this post.
sandid3 on 27/05/2017(UTC)
sandid3
Posted: 27 May 2017 07:13:05(UTC)
#33

Joined: 18/02/2013(UTC)
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I think the problem for anyone whose home currency is sterling is that it's difficult to get past the strong run we've had in UK small and mi-cap funds plus the European and European small cap sectors.

I only use Unit Trust/OEICs, not Investment Trusts, and I don't have a 'portfolio' approach. However I do have a list of preferred funds and regularly chart relative performance. The only other sectors that are holding my attention at the moment are Japan and Tech. India and Emerging Markets are still not outperforming.

There's a good Robert Shiller interview here:
Yale Nobel Prize Winner Robert Shiller Thinks Tech Stocks Are Cheap
2 users thanked sandid3 for this post.
Sara G on 27/05/2017(UTC), Dian on 28/05/2017(UTC)
Dian
Posted: 28 May 2017 09:25:26(UTC)
#36

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sandid3;47215 wrote:
I think the problem for anyone whose home currency is sterling is that it's difficult to get past the strong run we've had in UK small and mi-cap funds plus the European and European small cap sectors.

I only use Unit Trust/OEICs, not Investment Trusts, and I don't have a 'portfolio' approach. However I do have a list of preferred funds and regularly chart relative performance. The only other sectors that are holding my attention at the moment are Japan and Tech. India and Emerging Markets are still not outperforming.

There's a good Robert Shiller interview here:
Yale Nobel Prize Winner Robert Shiller Thinks Tech Stocks Are Cheap


Sandid3

It is a very interesting link.

According to Yale Nobel Prize Winner Robert Shiller by using the cyclically adjusted price-to-earnings (or CAPE) ratio, consumer staples, industrials, healthcare and even technology are undervalued stocks. But he wants to avoid some of the tech stocks.
dyfed
Posted: 28 May 2017 09:35:24(UTC)
#34

Joined: 01/09/2016(UTC)
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sandid3;47215 wrote:
I don't have a 'portfolio' approach. However I do have a list of preferred funds and regularly chart relative performance. The only other sectors that are holding my attention at the moment are Japan and Tech. India and Emerging Markets are still not outperforming.




Be interested to hear more about "not having a portfolio approach"?
Dian
Posted: 23 June 2017 20:59:50(UTC)
#37

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Some of the worst performing frontier markets in 2016 are rebounding.

https://frontiermarketne...rming-frontier-markets/

https://frontiermarketne...rming-frontier-markets/
Dian
Posted: 01 July 2017 00:13:18(UTC)
#38

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1 user thanked Dian for this post.
gillyann on 01/07/2017(UTC)
sandid3
Posted: 01 July 2017 10:08:37(UTC)
#35

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dyfed;47241 wrote:
Be interested to hear more about "not having a portfolio approach"?

Apologies for delayed reply, dyfed. A few years ago I spent a lot of time experimenting with Technical Analysis. In particular, I used Amibroker software because it is inexpensive and programmable. Amibroker allows backtesting of buy and sell signals. I concentrated on the S&P500 index because of the very long dataset covering over 20 bull and bear markets. As a result, I have a set of optimised parameters for various indicators. For anyone who can program, I strongly recommend Amibroker.

The only problem I had is that I only use UT/OEICs and there is no downloadable data for the funds. However, Interactive Investor provide fund charts with some basic TA options. So I wrote a Javascript program (Chartvista) to display the TA charts and other performance charts. It then occured to me I could learn Wordpress Theme design and create a blog as a front-end to Chartvista. I got as far as creating http://fundvista.altervista.org

That was three years ago, at which point a Development Application notification landed in our letterbox. It was to turn 500 acres of koala-habitat rainforest next to our house into an adrenalin theme park. We have been fighting the developer and the Planning system ever since. The fight should end this year. I thoroughly recommend becoming a grey activist. We have met some wonderful neighbours and worked with experts in ecology, bushfire, traffic, noise, planning and economic needs.

Software development, however, was frozen. I still use Chartvista daily but I'm really just hacking about rather than using a system because of lack of time.

Still, if you like, you can go to the fundvista website and click on the Chartvista button. You will have to guess how it works from trial and error.

Apart from the sectors in the dropdown menu, these watchlist files are available: Watchlist (capital W, my general collection), Aberdeen, BaillieGifford, Blackrock,Invesco, JPM, LandG, MandG. But all the fund lists are three years old.
3 users thanked sandid3 for this post.
dyfed on 01/07/2017(UTC), Tim D on 01/07/2017(UTC), Dian on 02/07/2017(UTC)
Dian
Posted: 30 July 2017 04:36:10(UTC)
#39

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Dian
Posted: 02 September 2017 23:16:20(UTC)
#40

Joined: 09/10/2016(UTC)
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Stocks which shouldn’t’ have sold in May 2017.

Sanderson Farms, Inc.(NASDAQ: SAFM)

Deutsche Lufthansa AG (LHA-DE:XETRA)

Dow Jones STOXX Basic Resources (.SXPP:STOXX)

Antofagasta PLC (ANTO-GB: London Stock Exchange)
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