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SeekingAlpha ETFs (Free subscription) | yesterday
Carl T. Delfeld submits: Harvard University's $36.9 billion endowment has suffered sharp losses but according to Indie Research it is placing some bets on undervalued international markets using exchange-traded funds. Harvard's U.S.-listed equity holdings are quite diversified but have a definite international bias and Asia tilt similar to Chartwell ETF's approach. Complete Story »
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SeekingAlpha ETFs (Free subscription) | 24/11/2008
Carl T. Delfeld submits: Thailand ETFs (TF) (THD) have taken a beating this year but perhaps offer some opportunity for long-term investors. The SET index of Bangkok’s 50 largest stocks is on course for its worst year since 1997, while the baht has erased all its gains against the dollar over the past two years. Part of the problem is that Thailand doesn't really have a government which...
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SeekingAlpha ETFs (Free subscription) | 20/11/2008
Carl T. Delfeld submits: As hedge fund titans face an intense grilling by Congressional committees and thousands of hedge funds around the world are closing their doors, perhaps it is time to consider a new approach. A hedge fund structure offers investors many advantages such as maximum flexibility but the model is sure to change under all the heightened scrutiny. After specializing...
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SeekingAlpha ETFs (Free subscription) | 14/11/2008
Carl T. Delfeld submits: On Thursday, emerging market ETFs soared with Brazil (EWZ) up 12.34%, Russia (RSX) up 19,6%, India (INP) up 7,97% and China (FXI) up 14.87% This reminds me of Warren Buffett's remark a few weeks ago, "if you wait for the robins, the spring will be over." These short-term gyrations are disconcerting but remember that stocks are a claim on a very long-term stream...
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SeekingAlpha.com (Free subscription) | 30/10/2008
Carl T. Delfeld submits: The Indonesian stock market's benchmark index (IF) is down 60.8% since it peaked in January, and the rupiah has fallen 30% in the last month. James Bryson, of HB Capital Partners in Jakarta, told the Financial Times this about the ten point market support package announced by the government today: "There's nothing negative but this is not a catalyst to change...
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Seeking Alpha China (Free subscription) | 23/10/2008
Carl T. Delfeld submits: There are fears that Singapore-listed China companies, known as S-chips, might face difficulties like China-listed companies, which has helped push down the FTSE-ST China index by more than 80% this year. This is definitely one reason the high quality Singapore ETF (EWS) has been hit harder than normal, even with a slowing global economy impacting Singapore's...
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Seeking Alpha China (Free subscription) | 21/10/2008
Carl T. Delfeld submits: No doubt there is a lot of bad news out there but many hardly seem to notice one huge tailwind for the American and global economy. Oil prices have simply collapsed. In July, crude oil for New York delivery traded at more than $146 a barrel. Three months later, it has almost halved to $74. Some believe it could fall further still. The Financial Times reports...
