Motivational speakers frequently explain that the Chinese word for “crisis,” or “wei-ji,” represents a combination of “danger” (wei-xian)¬†and “opportunity” (ji-hui). That said, how much opportunity can be found in crisis after catastrophe after¬†calamity?
For instance, the¬†PIGS (Portugal, Italy, Greece, Spain) have been responsible for staggering levels of market volatility for¬†24 months. Time and again,¬†one or more [...] [...more]
Nearly every visitor to the CNBC microphone¬†is making the same proclamation; that is, emerging markets can’t handle commodity price inflation as well as developed markets.
The problem with this analysis is the conclusion that each¬†is providing. Specifically,¬†stock assets from the¬†U.S, Japan and the Euro-zone will outperform the industrializing world.
This has been true for the previous 6 [...] [...more]
State Street didn’t¬†invent the concept of dividend-oriented exposure to emerging markets. The Matthews Fund family has been ultra-successful with its Matthews Asia Dividend Fund (MAPIX) for many years. What’s more, WisdomTree’s¬†Emerging Market Equity Income ETF (DEM)¬†tracks an emerging market dividend index and has been a mainstay since¬†July of 2007.
With that said, MAPIX focuses exclusively on [...] [...more]