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  1. #161
    Advanced Member Valuegrowth's Avatar
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    Markets such as Pakistan, Vietnam and Philippines hit all-time high. After that Pakistan market ended as one of the worst markets in 2017. Vietnam and Philippines markets are also falling now. Investors and traders had some great opportunity in above frontier markets over the last five years. It seems they are going to get their bear market after their great bull markets. It is time to find out some new bull markets.

    https://www.philstar.com/business/20...arket-dropping

  2. #162
    FEAR n GREED JBmurc's Avatar
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    OCT17 ....is couple qtr old-- but very good article



    The financial markets currently are much more focused on the shiny veneer. Equity markets are simply not suffering any downside price action to speak of and volatility is essentially at record low levels. This seems dichotomous with the vulnerabilities in the real economy. We believe that without real change in the way the economy is managed and the way monetary policy is conducted, the system will breakdown at some point.

    If policymakers get ahead of the curve, and start implementing wide ranging reforms, then the process of tackling the real problems will be a lot less painful. If, however, we remain on the currency policy setting, we fear that we are headed for a great reset that will be painful for the vast majority. At the moment, policymakers are still wedded to their models which even they worry are broken. As a result, we fear that we will have to endure a great reset.

    The timing of such a reset remains as elusive as ever, and with centrals bankers still trying to inflate everything, it is possible that the reset is years away. However, markets have a history of sucking in the vast majority of players just before the turning point. Anecdotal evidence suggests that in the big picture, more and more investors are getting swept up every month by the most hated bull market in history. All we can say is that the higher the market goes without an underlying improvement in the health of the broad economy, the worse the next bear market will be.

    Stewart Richardson
    RMG Wealth Management






    https://www.marketviews.com/rmg/cent...il-ft-article/
    Last edited by JBmurc; 02-05-2018 at 10:57 PM.
    "With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu

  3. #163
    Advanced Member Valuegrowth's Avatar
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    Iran Deal: Short term winners and losers

    Winners
    Russia, the USA, Turkey and China in some trading areas. For example Russia will export more oil and Agriculture products. Europe also could benefit if they get more trade.

    Losers
    Iran, Europe, especially for some companies in Germany, France, Italy and the UK. Some companies in the USA as well.

    https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12048585

    https://www.bloomberg.com/news/audio...f-oil-to-china
    https://www.verdict.co.uk/global-lea...-nuclear-deal/

    In short, some countries will get more trading opportunity and some countries will get less trading opportunity.

    Stock market

    Some stocks to watch

    https://www.cnbc.com/2018/04/30/food...-earnings.html

    Food, Photos and music

    https://www.nytimes.com/reuters/2018...sa-stocks.html

    Wall Street Rallies and Apple Approaches $1 Trillion Value

    https://blogs.wsj.com/frontiers/2018/05/05/this-week-on-the-frontiers-may-5th-2018/


    This Week on the Frontiers, May 5th 2018


    Currency Market

    https://www.fxstreet.com/news/us-dol...s-201805091343

    US Dollar tumbles below 93.00, daily lows


    https://www.poundsterlinglive.com/eu...parity-warning

    Pound Sterling / Euro Parity "isn’t Impossible" says City of London FX Veteran

    Oil Market

    https://www.cbsnews.com/news/time-to...ut-oil-prices/

    Time to freak out about oil prices

    Grain Market

    https://www.manitobacooperator.ca/daily/u-s-grains-wheat-slips-on-bearish-usda-crop-forecast?module=related&pgtype=article&i
    =

    U.S. grains: Wheat slips on bearish USDA crop forecast


    https://www.agweb.com/blog/blue-line-express/daily-grain-market-update-51018/


    Daily Grain Market Update (5.10.18)


    http://www.world-grain.com/articles/...20D1B%7D&cck=1

    India grain production forecast looks promising

    http://www.world-grain.com/articles/news_home/World_Grain_News/2018/05/USDA_forecasts_record_wheat_ha.aspx?ID={D5CB59C7-1A7F-4A45-9955-194873A62092}

    USDA forecasts record wheat harvest for Argentina
    Last edited by Valuegrowth; 11-05-2018 at 06:31 PM.

  4. #164
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  5. #165
    Advanced Member Valuegrowth's Avatar
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    I saw somewhere that company with a strong balance sheet is "antifragile." The word -- coined by best-selling author and trader Nassim Taleb.“Try to invest in companies that have some trouble in their past and have come back from it,” Taleb recommends in his book Antifragile. Taleb says this is important after 2008.
    It is natural to have pullback once markets become over extended and overcrowded. Asian markets such as Pakistan, Philippine, Vietnam, Indonesia and Thailand have slowed down after their mega bull run during last five years. In addition to above frontier and emerging markets, Poland and Argentina also had some great bull markets. Argentina market is also slowing. Above markets were darlings of fund managers and investors during last five years and some markets ended up with too hot. As a result of it, Investors turned into strong profit taking and selling stocks heavily. Investors and funds are looking for new markets now. Indian rupee is also having some pressure again. Currency performance in Turkey is worst. Markets which had good run over the last three to five years are having some pressure. Exception is overlooked and less crowded markets. Next winning stocks and markets could come from overlooked and less crowded areas and markets. Going forward strong balance sheet firms could dominate specially during second half of this year.

    Quote Originally Posted by kiora View Post

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