Earlier this week, I wrote that Greece had been downgraded by MSCI from “developed economy” to “emerging market.”  In this video, I dig into the details and explain what this means for investors. The point to take away is that your emerging market ETF or mutual fund may not be invested in the countries you...Read More

When you hear a mention of Turkey, it conjures up certain mental images.  The Aya Sofya in Istanbul…ships passing through the Bosphorus…mustachioed men selling doner kebabs out of pushcarts. And, unfortunately, military coups d’état and baton-wielding riot police. Turkey has become a little softer around the edges over the past decade as economic growth and...Read More

In terms of generating raw frustration among investors, India is a hard country to beat.  It has the second-largest population in the world, but unlike number one China, it also has a young, English-speaking workforce.  The country has a large and successful diaspora scattered across the globe and old trade ties that date back to...Read More

China has what I like to call a “high quality problem.” The Chinese economy grew by 7.4 percent in the third quarter.  This was the country’s worst quarter since early 2009, but it was in line with market expectations. Only in China would 7.4% growth constitute a severe slowdown.  I don’t have to tell you...Read More

In recent weeks, I’ve urged readers to maintain positions in some of the potentially most volatile markets in the world, including emerging markets (see “Bullish on India” and “Access to Africa”) and crisis-wracked countries such as Spain (see “ECB Could Trigger Monster Rally in Spanish Stocks”). My rationale was simple enough.  In a market being...Read More