When you hear a mention of Turkey, it conjures up certain mental images. The Aya Sofya in Istanbul…ships passing through the Bosphorus…mustachioed men selling doner kebabs out of pushcarts. And, unfortunately, military coups d’état and baton-wielding riot police. Turkey has become a little softer around the edges over the past decade as economic growth and [...]
There are still a few weeks left in 2012, but focus has already shifted to 2013. The next year will be a “make or break” one for some of the investment themes we’ve been tracking, but in others it will be more of the status quo. I’ll start with Europe. I spent much of 2012 [...]
The post Investing Outlook for 2013 appeared first on Sizemore Insights.
In terms of generating raw frustration among investors, India is a hard country to beat. It has the second-largest population in the world, but unlike number one China, it also has a young, English-speaking workforce. The country has a large and successful diaspora scattered across the globe and old trade ties that date back to [...]
The post Are Indian Stocks a Buy ? appeared first on Sizemore Insights.
China has what I like to call a “high quality problem.” The Chinese economy grew by 7.4 percent in the third quarter. This was the country’s worst quarter since early 2009, but it was in line with market expectations. Only in China would 7.4% growth constitute a severe slowdown. I don’t have to tell you [...]
The post China’s GDP: A High-Quality Problem appeared first on Sizemore Insights.
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In recent weeks, I’ve urged readers to maintain positions in some of the potentially most volatile markets in the world, including emerging markets (see “Bullish on India” and “Access to Africa”) and crisis-wracked countries such as Spain (see “ECB Could Trigger Monster Rally in Spanish Stocks”). My rationale was simple enough. In a market being [...]
The post It’s Time to Go Beyond BRICs appeared first on Sizemore Insights.
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Over the past month, I’ve maintained a bullish stance and have recommended that readers put their trading capital to work in some of the world’s more speculative markets (see “ECB Could Trigger Monster Rally in Spanish Stocks” and “Access Africa”). Today, I’m going to reiterate my position that, in the age of competitive quantitative easing [...]
The post ETN Play: Bullish on India appeared first on Sizemore Insights.
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September 18, 2012 was a noteworthy day for students of history. King Juan Carlos of Spain stepped into the political fray for the first time in more than 30 years, calling on all Spaniards to stick together during the hard times in front of them and to avoid chasing unrealistic pipedreams (those who can read [...]
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In case you had any concerns about the safety of Russian stocks, you can now set those fears aside. By Kremlin decree, Russian stocks will now start paying higher dividends. As the Financial Times reported this week, “One of the reasons why Russian companies trade at a discount to their global peers is their historically [...]
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The problem with taking a vacation is that, alas, you eventually have to come home. And given the ubiquity of smart phones and wifi access, you’re never really “away” to begin with. This is good and bad, of course. When you have capital at risk, you need to be able to trade in a hurry [...]
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Mexico gets no love. It’s not quite a developed market, but being next door to the United States it’s not quite remote or exotic enough to be an alluring emerging market either. And starting with the letter “M,” it doesn’t fit into any popular acronyms. Lest you think I am joking, the four countries that [...]
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Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. 
