https://risksandreturns.com/category/emerging-markets/ In search of asymmetric trading opportunities… en-US https://risksandreturns.com/2016/06/28/india-the-standout-emerging-market-part-1/ https://risksandreturns.com/2016/06/28/india-the-standout-emerging-market-part-1/ Tue, 28 Jun 2016 19:44:58 +0000 I am a long-term bull on India, However, I do have some concerns that make me cautious in the near to intermediate term. As a result, I currently only have a tiny position allocated to Indian stocks, but am ready to increase my position substantially upon a significant selloff or once my confidence increases that the Indian economy is about to accelerate. https://risksandreturns.com/2016/04/18/im-not-betting-on-emerging-markets-yet/ https://risksandreturns.com/2016/04/18/im-not-betting-on-emerging-markets-yet/ Mon, 18 Apr 2016 12:52:30 +0000 After topping out between 2008 and 2010, emerging markets have woefully underperformed the US. I remember at the top the extreme amount of optimism that investors had towards China and other developing economies, while the US was shunned. https://risksandreturns.com/2014/08/11/closing-russia-nysersx/ https://risksandreturns.com/2014/08/11/closing-russia-nysersx/ Mon, 11 Aug 2014 04:22:42 +0000 Last Friday I closed my long position in the Russia ETF (RSX) at $24.80 which is equal to my initial buying price. As I mentioned in this post, if the RTS index were to have a weekly close below 1220 I would close the trade. As it turned out, the RTS finished the week on August 1st at 1212 for a second false breakdown this year making the triangle pattern unreliable. https://risksandreturns.com/2014/05/20/buying-russia-nysersx/ https://risksandreturns.com/2014/05/20/buying-russia-nysersx/ Tue, 20 May 2014 14:44:59 +0000 I recently bought the Market Vectors Russia (NYSE:RSX) etf at $24.80. I am bullish on Russian equities based on its terrible past price performance, negative sentiment, dirt cheap valuation, and attractive chart pattern. https://risksandreturns.com/2007/08/21/the-world-should-fear-a-us-slowdown/ https://risksandreturns.com/2007/08/21/the-world-should-fear-a-us-slowdown/ Tue, 21 Aug 2007 13:00:14 +0000 I am in the camp that believes the US will soon enter a period of economic stagnation or recession, which will significantly cut growth in most parts of the world. To elaborate, I am posting the following excerpt from the recent Quarterly Review and Outlook, Second Quarter 2007 from Hoisington Investment Management: https://risksandreturns.com/2007/02/25/beware-of-emerging-markets/ https://risksandreturns.com/2007/02/25/beware-of-emerging-markets/ Sun, 25 Feb 2007 20:52:12 +0000 Never before in history has the world experienced such synchronized growth. Improvements in communication and transportation, along with a reduction in duties and tariffs have made trade an important part of the global economy. When one country experiences rapid growth, its imports rise benefiting the economies of its trading partners.