Tag Archives: Emerging markets

Emerging markets

It`s all green and it`s all up in the European markets today. It`s mixed in Asia. Today, everyone has their eyes on the Twitter IPO. A very risky investment for investors right now. You all know what went wrong with Facebook. Twitter is about 50% more risky than Facebook.

Befor the Twitter IPO I will write about the Emerging Markets. Three new investment opportunities today:

Turkey

GDP growth, 2013 to 2017: 21.2%.

Inflation rate: 5.4%.

Government debt as % of GDP: 36.3.

Thailand

GDP growth, 2013 to 2017: 25.9%.

Inflation rate: 2.7%.

Government debt as % of GDP: 49.4.

South Korea

GDP growth, 2013 to 2017: 22.9%.

Inflation rate: 2.9%.

Government debt as % of GDP: 27.3.

South Korea, together with Mexico and Czech Republic are among the most attractive countries. That`s because they are less reliant on foreign finance. That`s good news for investors because they don`t know what`s gonna happen in Capitol Hill and the White house.

Some of the nations in the EM`s will see more capital outflows in the next months as the investors starts to break it down to good EM`s and bad EM`s. The prospect of the Fed reducing its stimulus is a “persistent” external risk, South Korea Finance Minister Hyun Oh Seok said.

I look forward to write about Twitter tomorrow. A risky stock, and I am just waching the trading session now. News today: Crude oil inventories at 10:30am. Forecast: 1,7M.

emerging-markets-sign

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Where is the bull?

Where is the shiny bull? That`s the question if you don`t know where to invest your money. BRIC is well known, but is it other opportunities than the BRIC`s? Yes, it is. The International Monetary Fund estimates that emerging markets will grow two to three times faster than those of developed nations in the coming decade.

I was looking at different cases and have identified three more emerging markets that represent rich opportunities for investors. This is emerging markets that no other people are talking about. It’s time to start looking beyond BRICS! There’s a whole new world out there. Have a look at this:

Czech Repubic

As I have mentioned earlier, Europes P/E is 10, and is very attractive. Czech Republic has a projected GDP growth rate of 21,1% by 2017. It`s a good market for specialist retailers, and sales in this sector is CZK 103,244.9 million in 2011. It`s expected to increas to CZK 366,014.3 million by 2016. Food and grocery is the main earners, followed by electrical and electronics. Furthermore, it is expected that the latter will generate annual sales of CZK61,920.7 in 2016.

Peru

Take a look at this; GDP growth of 27,4% from 2013 – 2017. Peru is perfect for food and drink speciality manifacturers. They account for 33,4% with sales of PEN19,134.9 million in 2011. The three fastest growing specialist retailer categories are apparel, accessories and luxury goods. This sectors grow by 7,71% and food and grocery grow by 7,24%. Electrical and electronics grow by 7,02%. Construction industry expanded by 18,4% only in january this year.

Malaysia

This is better than China. This Asian country is predicted to rise it`s GDP growth by an astonishing 24,8% by 2016. In 2011, food and drinks was their speciality retail with sales of MYR18,907.2 million in 2011. It is expected to be a huge increas in the sales of music, video and entertainment, and that is the quickest growing categories in Malaysia in 2016.

There are more interesting cases in the emerging markets that should be on our radar, but I consentrated on only three of them right now. I will talk about three other interesting investments opportunities later. I told you earlier that P/E in Europe is 10, and in USA it is 20. But I am alerting you right now: P/E in Indonesia is 30!

Today I will look at this news: Personal Spending & Core PCE Price Index at 8:30am, Revised UoM Consumer Sentiment at 9:55am.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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