{"id":49446,"date":"2014-04-06T22:03:15","date_gmt":"2014-04-07T02:03:15","guid":{"rendered":"http:\/\/countingpips.com\/forex-news\/?p=49446"},"modified":"2014-04-06T22:03:15","modified_gmt":"2014-04-07T02:03:15","slug":"opportunity-in-emerging-markets-and-chinas-economy","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex-news\/2014\/04\/06\/opportunity-in-emerging-markets-and-chinas-economy\/","title":{"rendered":"Opportunity in Emerging Markets and China\u2019s Economy"},"content":{"rendered":"

By MoneyMorning.com.au<\/u><\/a><\/p>\n

‘The sell-off has gone too far’<\/strong><\/p>\n

We hope to have some exciting news for you on this front over the coming days. It involves your editor putting his money where his mouth is as we seek to help you profit from one of the global economy’s<\/a> most beaten-down markets.<\/p>\n

Stay tuned for more details.<\/p>\n

And the good news is, it looks as though we’re on the right track. As the Financial Times<\/em> reports:<\/p>\n

\n

‘Mr Paolini says there are tactical investments to be picked up as valuations have fallen. One example is Chinese banks. “The sell-off has gone too far. Sure, non-performing loans my go to 10 per cent but their assets are in [the state’s] reserve requirements and the state has unlimited firepower. Even if the share price falls you are still getting a dividend yield of 7 per cent.”<\/em>’<\/p>\n<\/blockquote>\n

Mr Paolini is the chief strategist for Pictet Investment Management in London. According to the report, he puts emerging markets<\/strong><\/a> equities into four categories. The one that interest us the most is the first category, what he calls ‘very cheap’ markets.<\/p>\n

These include Turkey, South Korea, Russia — and most importantly, China.<\/p>\n

Russia and China are the emerging markets<\/a> Mr Paolini favours most. And out of those two, it’s China’s economy<\/strong><\/a> that interests us the most, obviously due to Australia’s proximity to China.<\/p>\n

That’s why we see this as such an exciting opportunity. China’s market<\/a> is still more than 60% below the record high reached in 2007. Most mainstream and contrarian investors hate it right now because they’re focused on one thing — the potential for a crash.<\/p>\n

We take a different view. Our view is that the worst of the crash has already happened. Now is the chance to buy a beaten-down market everyone hates, before the big new China trends starts to move.<\/p>\n

Stay tuned for details on how we plan to help you be a part of it.<\/p>\n

Cheers,
\n Kris+<\/a><\/strong><\/p>\n

PS:<\/strong> I’m in San Diego and Los Angeles for the next three weeks. I’ll be reporting from the ground here so the commentary may have more of a US-tinged flavour. However, my team of analysts in Melbourne and London will also keep you posted on what’s happening in the Aussie market and the opportunities in the tech sector. I’m sure you’ll enjoy it.<\/p>\n

From the Port Phillip Publishing Library<\/em><\/strong> <\/p>\n

Special Report: Mining Boom Act II<\/a><\/p>\n

Join Money Morning on Google+ <\/u><\/a><\/strong><\/p>\n

\n<\/img><\/a> <\/img><\/a> <\/img><\/a>\n<\/div>\n


\nBy MoneyMorning.com.au<\/u><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

By MoneyMorning.com.au ‘The sell-off has gone too far’ We hope to have some exciting news for you on this front over the coming days. It involves your editor putting his money where his mouth is as we seek to help you profit from one of the global economy’s most beaten-down markets. Stay tuned for more … <\/p>\n

Continue reading “Opportunity in Emerging Markets and China\u2019s Economy”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-49446","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/49446","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/comments?post=49446"}],"version-history":[{"count":0,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/posts\/49446\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/media?parent=49446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/categories?post=49446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex-news\/wp-json\/wp\/v2\/tags?post=49446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}