Global market update!

[Valuegrowth]

Dubai was one of the world's best-performing markets. The UAE and Qatar are now trading at a 40 percent premium to emerging markets in general, compared with a 50 percent discount a couple of years ago. Foreign investors have already started to decrease their exposure to these overvalued markets. Inflows appear to be continuing in the other frontier markets now. Indian market too could have correction during next 18 months or so. Bull markets are moving one place to another gradually. Similarly market corrections are moving from one place to another. Still there are opportunities in undervalued global markets and markets which are trading discounts to overvalued markets.

http://blogs.wsj.com/frontiers/2014/...tic-investors/

Vietnamese Stocks Dived as China Clashes Spooked Domestic Investors

http://www.arabtimesonline.com/NewsD...e/Default.aspx

AE & Qatar Bull Runs May End With MSCI UpgradeForeigners Already Cutting Dubai Exposure: Data

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[SimonHouse]

Bull markets are moving one place to another gradually. Similarly market corrections are moving from one place to another. .
.

Wow - I never knew that could happen. Are you sure its true that markets differ around the world?

[winner69]

Wow - I never knew that could happen. Are you sure its true that markets differ around the world?

Simon, probably just a seasonal migration

Glad they haven't got to Morocco yet......

[Joshuatree]

Hi Marketwiinner; int in what defensive tactics you are currently employing; are you out of the mkt , focusing on selective sectors e.g. divi paying utilities, all /part in cash bonds fixed int gold etc. thanks JT

[Valuegrowth]

Hi Marketwiinner; int in what defensive tactics you are currently employing; are you out of the mkt , focusing on selective sectors e.g. divi paying utilities, all /part in cash bonds fixed int gold etc. thanks JT

I prefer undervalued markets, stocks, commodities and currencies over overvalued markets, sectors, currencies and stocks now. For example I like to avoid markets such UAE and Pakistan now. I don’t stay out of market under any situation.Some markets are closer to top or around top. Other option is can we find stocks which are going to outperform in both bull and bear markets? Some will try defensive stocks and dividend champions. I particularly like consumer staples due to demand from Asia and Africa. For example Both Australia and New Zealand will have bigger market in Asia for their meat products. Even there will be demand for kangaroo meat. We may have some opportunities when we see attractive valuations in overvalued markets again.

I am reproducing what I wrote on 10^th of February.

At this time of writing china stocks rises one month high. They are having nice day today. Asian and Russian stocks have become very attractive now. Some short sellers probably have lost betting against S & P 500. Surprisingly New Zealand market ended in negative territory today. At this moment both Pakistan and Sri-Lanka markets also in red. Emerging market crisis is just a talk. Declines in stocks, bonds and currencies are a buying opportunity. At the moment some small markets are having troubles due to short term events. They too will go up sooner than later. Today’s some undervalued red markets also are a buying opportunity.

There were so many crisis such as banking crisis, credit crisis and property crisis etc during last couple of years. Still we saw bull markets in crisis hit countries such as UAE, Pakistan, Japan, UK and USA. Similarly tapering is not the end of the world. It is good for the global economy in the mid and long term. Just like other crisis speculation on tapering also create opportunities even in emerging markets. Crises are opportunities for intelligent market players.

Where can we expect bull market in 2014 and 2015?

Finally could we expect bull market in Bangladesh after underperforming other markets in Asia Pacific region in 2012 and 2013?

http://www.dsebd.org/index.php

Could we expect bull market in Sri-Lanka too in 2014 and 2015?

http://www.ft.lk/2014/02/07/2014-turning-p...michael-preiss/

2014 turning point for Lanka’s equity market: Michael Preiss

What about Estonia?

http://www.bloomberg.com/news/2014-01-24/e...k-finances.html

Estonia’s Credit Rating Affirmed by S&P on GDP Outlook, Finances

What about Indian market testing all time high again?

http://online.wsj.com/news/articles/SB1000...291821969478830

Indian Stock Market Set to Climb in 2014

What about Pakistan? Will it repeat the bull into 2014?

Will Philippine market test their all time high again? Will it repeat the bull into 2014?

http://www.interaksyon.com/business/80293/...bsp-holds-rates

PH stock market returns above 6,000-mark after Wall St. Gains, BSP holds rates

Mark Mobius experienced investor is also bullish on some emerging and frontier markets.

Have a nice day!

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites.

[Valuegrowth]

I found very interesting link. We have to wait and see how global markets are going to go in the second half of this year.

http://www.livetradingnews.com/fresh...m#.U41_4_mSzlQ

Fresh Records Daily, Narrow Breadth, Light Volume, Hummmm

[couta1]

She's all Bullish on the US markets overnight, can our icy tech/biotech stocks get a slight deicing come Monday? I doubt it but let's be optimistic

[Valuegrowth]

Among tech and bio tech sector, analysts are bullish on GW Pharmaceuticals plc (ADR). We have to wait and see how Xero is going to perform in the market in the short run. According to some market analysts Sweden, Canada, UK, Switzerland, U.S and Germany markets are negative because the stock markets in these countries are trading above historical means. For developing countries, Indonesia and Mexico are negative. On the other hand some market players like Japan, U.S., select Asian countries and the U.K. Some are expecting higher returns from Russia and China too.

Still I believe there are opportunities in individual stocks having value and growth though overvalued markets have some risk of correction especially towards second half of this year. Meat companies are not as exciting as biotechnology or social media stocks. But there are great opportunities. Even there are meat wars in ETF. SAFM listed poultry company in the USA was one of the clear winners in the meat sector and in the broader stock market there. Globally listed meat stocks could have strong run in the coming months. There are listed meat companies with attractive valuations in other parts of world as well.

In the currency market The Canadian dollar traded at almost a one-month low The dollar gained against the euro after positive job reports. Finally it is time to identify emerging stocks, currencies and commodities. It is also time to pay attention to valuations. Rich valuations can be found in Stock markets which didn't have bull market yet. In the commodity market, Soybean production is expected to reach another record in 2014, Grain supplies are expected to keep rising in the coming year as well. The outlook for world grain supplies in 2014-15 has improved considerably. The market for dairy commodities is readjusting after exceptionally high prices in 2013 and early 2014. Dairy prices are falling now. NZD and AUD too will follow dairy prices.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

[Valuegrowth]

Asian currencies including Yuan gained this week. In Asia Stock markets such as Japan, Hong Kong, China, Sri-Lanka and Mongolia had good run on Friday. On the other hand Indian market had a pullback. Markets in Indonesia, Philippines and Pakistan also didn’t do well on Friday.

Some market players missed the train this time too. Rather than identifying opportunities they paid more attention to fed tapering.

http://www.telegraph.co.uk/finance/p...ill-cheap.html

New high for Indian stock market - but it's still cheap'India’s stock market is soaring - up 18pc so far in 2014 - but is still undervalued on three measures. We highlight the funds to buy

As long as NZD stay high it is a kind of alarm to the economy. When other countries are holding or reducing their interest rate, New Zealand is doing opposite. New Zealand is among the first industrialized nations to start raising rates since the 2008 global financial crisis. Other nations could begin raising their interest rate from next year onwards. Every time interest rates goes up there will be short term uptrend for NZD. Higher interest rate and higher NZD will hurt export sector more. Further, falling dairy prices too will have some pressure on the economy. I believe best option to calm down house inflation is to introduce capital gain tax exception is owners of one and only home. Otherwise this is going to be double whammy for the economy. UK too is having a housing inflation now.
http://www.nzherald.co.nz/trade/news...ectid=11272135

Brian Fallow: Overvalued dollar sounds alarm bells

As I said before we may see more selling in grain in the second half of this year. Just like market players speculated on wheat when there is an uncertainly in Ukraine there is a short term uptrend for oil due to speculation on Iraq. Now Wheat is in bear market territory.
My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[Valuegrowth]

http://www.bloomberg.com/quote/MSETOP:IND

http://www.forbes.com/sites/jonsprin...-mutual-funds/

Mongolian Stock Exchange Opens To Institutions, ETFs And Mutual Funds