Value-oriented thinkers have labored to persuade investors to invest in Europe for nearly three years. Specifically, they’ve pushed forward the idea that miraculously low price-to-book ratios offer compelling bargains in European ETFs, in spite of the ongoing sovereign debt crisis and negligible economic growth. However, deep discount investing during financial crises is a recipe for failure. [...] [...more]
All eyes will be on Africa this summer as the World Cup takes center stage. Could the spectacle be the impetus Africa needs to make good on IMF estimates of 4.5% growth in 2010? If so, which ETFs may be set to take 1st place? Also, with many European ETFs recieving the “risky” label, could a tour of French-related ETFs prove to [...] [...more]
A “strong” euro-dollar may be bad for Old Europe’s economic positioning. Yet, one would expect currency strength to help companies earning euro-based profits. (And by extension… currency strength would benefit international investors.) While the projections for Euro-area GDP growth for 2010 may be less than the projections for North America, South America or Asia, neither the Germans nor [...] [...more]
