Cabot Global Stocks Explorer Bi-weekly Update
The big news pertaining to global investing is the signing in Washington yesterday of the phase-one “truce” trade deal between America and China.
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international investment
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international investment Archives
Cabot Global Stocks Explorer Bi-weekly Update
For the most part, global stock markets performed strongly in 2019. But if you dig a bit deeper, you will see sizable and interesting gaps between countries.
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Cabot Global Stocks Explorer Bi-weekly Update
We are so accustomed to looking at stocks and markets day by day that we sometimes miss the big trends as well as opportunities.
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Cabot Global Stocks Explorer Bi-weekly Update
The Cabot Global Stocks Explorer portfolio is doing well in 2019 and a number of recommendations have recently surged on the strength of impressive earnings and an improving environment for emerging and international stocks.
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Cabot Global Stocks Explorer Bi-weekly Update
Our emerging markets timer strengthened this week as the EEM climbed over 44 today, just short of its high for the year.
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Cabot Global Stocks Explorer Bi-weekly Update
The Financial Times this week reported that Beijing is preparing plans to remove Hong Kong’s chief executive, Carrie Lam, whose term is not up until 2022, as anti-government protests in the city intensified.
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Cabot Global Stocks Explorer Bi-weekly Update
Today marks the first face-to-face talks between senior officials from America and China since July.
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Cabot Global Stocks Explorer Bi-weekly Update
Our portfolio advanced this week led by India’s ICICI (IBN), which was up 19% on the back of a tax cut and prospects for higher growth.
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Cabot Global Stocks Explorer Bi-weekly Update
It was a pretty quiet week with most of our stocks up in the 3% -5% range. There are no changes to the portfolio.
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Cabot Global Stocks Explorer Bi-weekly Update
Hopefully, we can all gain from the growing realization that while America and China will be fierce rivals for some time—they can also benefit from playing some ball with each other.
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Cabot Global Stocks Explorer Bi-weekly Update
Emerging and international markets are holding their own as U.S. markets hit new highs in the wake of modest interest rate cuts by the Fed.
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Cabot Emerging Markets Investor Bi-weekly Update
Our emerging markets (EEM) signal continues to be positive and right on top of its 20-day moving average as China and other emerging markets are bumping along and lacking a decisive uptrend.
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Cabot Emerging Markets Investor Bi-weekly Update
The G-20 meetings in Japan yielded only incremental progress. This was grudgingly accepted as a positive by markets with most emerging market stocks getting a boost as we headed into a slow and short week.
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Cabot Emerging Markets Investor Bi-weekly Update
Emerging markets got a boost this week as it appears that there will be a high level meeting between the U.S. and China at the upcoming G-20 meeting.
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Cabot Emerging Markets Investor Bi-weekly Update
Emerging markets (EEM) and Chinese stocks in particular continue to struggle a bit this week. The EEM is trading right at its 200-day moving average and below its 50-day moving average so the portfolio remains in a defensive stance.
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Cabot Emerging Markets Investor Bi-weekly Update
Emerging and global markets struggled this week as our Emerging Market Timer remained negative, with the EEM clearly trading below its 20-day and 50-day moving averages.
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Cabot Emerging Markets Investor Bi-weekly Update
With markets expecting a deal right around the corner, the Trump administration signaled its frustration by threatening to raise tariffs on roughly $200 billion of Chinese imports to 25%, from 10%, last Friday.
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Cabot Emerging Markets Investor Bi-weekly Update
Our EEM Signal slipped below its 20-day moving average this morning and is right on top of its 50-day average. We will remain positive and constructive but lean toward finding some bargains. Most likely, the next two ideas will come from heavyweights India China...
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Cabot Emerging Markets Investor Bi-weekly Update
As we enter the second quarter, emerging markets are on solid footing in a constructive uptrend as EEM remains just above both 50-day and 25-day moving averages. In light of this we are positive and increasing our allocation.
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Cabot Emerging Markets Investor Bi-weekly Update
The MSCI Emerging Market index (EEM) is up 9% so far in 2019 but has basically hit the pause button in March.
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