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International markets traders banter

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Not only Nasdaq but also key Japanese index and major European indexes slid more than 1% on Friday. S & P 500 also had a worst week since January. Even commodity market hit badly on Friday. We saw weakness in agri, metals and energy markets on Friday. Valuation is the matter now. In the short run market may go down. In the long run market will go up. Stocks holding hedge funds too have come down. It looks like hedge funds have been forced to reduce their long positions. This could lead to further selling in stock and commodity futures markets in the coming weeks. As I said before this could be time to hide in attractive consumer staples globally. Consumer staples are ideal for all types of situations as long as we see great story, value and growth. Bad news for the market is good news for the dollar. Will this be reversal for both NZD and AUD? Is a larger downturn ahead for NZD and AUD? I reasonably think so.

http://www.usatoday.com/story/money/markets/2014/04/11/stocks-friday/7587759/
Stock plunge continues, Nasdaq drops below 4000

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 site. Please do your own research.
 
Technology is currently experiencing a setback. Is the selling over or has it just begun? The stock market didn't have meaningful correction since 2011. Is broader general market correction underway? Since tech stocks also were market leaders. I believe a 10%-15% correction is possible. I also believe global central bank policies have largely been responsible for the current bull market in stocks. The coordinated efforts of global policy makers have so far provided for low interest rates and added liquidity. In short the sell-off in technology may be portending a further market correction. Definitely high-valuation stocks are under pressure now. High-growth companies, mostly in the tech and biotech sectors, led 2013’s rally and their valuations stretched to the extreme level.

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.
 
startd pretty damn well today then got caught, then missed the stop, so got murdered, then throw in an error and ive just been murdred today in the end. in shock!
 
Few months back and in 2013 Pakistan market was one of the star performers in global stock markets. Market players didn’t’ pay much attention to some markets in Asia like India. In addition we saw heavy selling in emerging markets as a result of speculation on tapering. Wise intelligent market players took advantage in these types of situations and some emerging markets like India are having great run now. We may see strong up trend in few more emerging and frontier markets. We can see some downtrend in Vietnam market now. Though current bull market is intact in DOW, S,& P 500 and Nasdaq it is due for at least 10% correction. Overvalued tech stocks are more vulnerable. USD should start to go up especially in the second half of this year and we may see beginning of strong down trend for currencies such as NZD and AUD. These days Pound is rising against Euro. In addition to pound emerging currencies too are recovering now. In the mean time there could be some short term support for some commodities and some commodity prices could go down further when we see above average harvests and when inventory level improve further in the second half of this year.

http://qz.com/208437/indias-markets...on-rally-but-its-foreigners-doing-the-buying/

India’s markets are having a pre-election rally, but it’s foreigners doing the buying.

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 site. Please do your own research.
 
Where is everybody!? Is there another tread discussing international markets...

What happened with Duck, TH etc... CanOz, are you still around?

Crazy markets, some good trading happening around, surely somebody must make a few bucks...
 
avion said:
Where is everybody!? Is there another tread discussing international markets...

What happened with Duck, TH etc... CanOz, are you still around?

Crazy markets, some good trading happening around, surely somebody must make a few bucks...
Click to expand...

I'm still around...for the time being. Back to sim though now...still love the practice though. Got the HHI and HSI up at the moment...
 
avion said:
Good, keep plugging Can. Have you heard from TH?
Click to expand...

No not at all....he's vanished again...maybe he's taken some time off to do the Greenland trip.
 
Nice. The only trip i can afford at the moment is local kebab shop:

 
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.
 
Emerging market returns in this year is not as bad and some thought. Turkey is the emerging markets leader, up 13.9% followed by India up 10.9 % during past three months. Russia has gained buy 10.7%. Brazil’s shares has risen an average 8.9 this year. Even in China it is up by 4.1 %. Some emerging and frontier markets have seen a huge flow of foreign investment in May. Since the start of last year among frontier markets Bulgaria’s market has soared 91%, Pakistan’s has jumped 88%, and Nigeria’s has risen 47% by May 2014. In the meantime Vietnam’s stock markets plunged by 15% between early April and mid-May this year. We can clearly see as long as value is there investors are willing to invest in frontier and emerges stocks markets now. Among emerging market stocks, selected Russian energy, banking and telecommunication stocks and Indian tea stocks could do well in 2014.

I found following link posted on March 31St.

http://voiceofrussia.com/2014_03_31/Time-to-buy-Russia-Jim-Rogers-1172/

31 March, 13:40

“Time to buy Russia!” - Jim Rogers

http://www.business-standard.com/article/news-cm/market-pares-gains-114062000445_1.html

Tea stocks were in demand.
In the mean time Germany’s DAX 30 index penetrated the 10,000 level and on Thursday. Rolls-Royce rallied by 8.1%.

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.
 

Got any views/insight on the debt side of EM? Both Local Currency and USD denominated...
 
What a day was for global stocks markets. Asian markets too followed the U.S shares. Both Japanese and Hon Kong market were very active. Even European stocks climbed. Suzuki Motor rose in Japan. Among Asian emerging market India market has a good day. There is a demand for banking, infrastructure and tea stocks in India. Among Asian frontier market finally Sri-Lankan market is showing some strength. This could be one of the markets to watch in the coming months. Just like India, there could be great demand for banking, infrastructure and tea stocks in the coming months in Sri-Lankan market. In addition consumer staples stocks will have great demand in Asian emerging and frontier markets specially for meat and beverages related stocks.

http://in.reuters.com/article/2014/07/02/markets-sri-lanka-stocks-close-idINL4N0PD2QM20140702

Sri Lanka bourse at over 1-yr high on Keells; Hemas boosts turnover, inflows

http://www.reuters.com/article/2014/07/02/markets-india-stocks-close-idUSL4N0PD2GY20140702

India shares surge more than 1 pct to record high

In the meantime Corn futures dropped to a five month low. Soya bean also fell. We can expect favourable growing conditions in the U.S., the world’s top Corn exporter. Globally grain prices are under pressure now. This will lead to lower inflation. In the currency market there is some strength for both NZD and AUD due to short term speculation.USD will start its bull journey sooner than later.

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.
 
The US dollar strengthened. DOW passed 17,000. Stock markets in Germany, France, Iceland and Ireland also had a good run.

http://online.wsj.com/articles/stock-futures-inch-higher-1404389747

Dow Jones Industrial Average Closes Above 17000 for First Time

Corn futures entered the bear market. Oil, gold, soya bean and rice all went down. Cattle futures extended a rally to a record. Good time ahead for listed meat companies especially for poultry companies globally. Prices for wholesale beef went up 24 percent this year. An all-time high of $2.4865 for a pound of beef reported today. Cattle prices have climbed 15 percent. We’re going to see beef as the rich man’s meat. This new development will lead to more demand for poultry.

Among South Asian emerging and frontier markets, Pakistan stock market was in the limelight in 2013. Next we saw it in India. There is a great demand for defensive stocks and Tea stocks these days in Indian market. We are seeing some uptrend in Colombo Stock Exchange (CSE) now. Even Bangladesh stocks made modest gains last week. We can see foreign fund entering market such as Colombo Stock Exchange and Dhaka Stock Exchange now.

http://www.reuters.com/article/2014/07/03/markets-sri-lanka-stocks-close-idUSL4N0PE2YG20140703

Sri Lanka stocks hit over 13-month high on financials, foreign buying

http://www.thefinancialexpress-bd.com/2014/06/28/41861

Share prices end higher

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.
 
If we analyse global markets there is a demand for consumer staples stocks now. Lower grain prices will benefit European and American Food processing companies in the coming years. As I expected grain prices are falling rapidly now. What a week was for commodity market. Soybean futures posted the longest slump in 41 years. Corn fell to a four-year low. Other grains such as wheat, oat, rice and canola etc also slumped last week. Global soya bean and corn supply will climb in the coming years. The grain entered a bear market this month. SAFM was one of my favourites companies that I followed in bad and good times. Global poultry companies listed in other markets such as emerging and frontier markets too will have great run in the coming months and quarters.

http://www.thestreet.com/story/1277...new-lifetime-high.html?puc=yahoo&cm_ven=YAHOO

Sanderson Farms (SAFM) Hits New Lifetime High

Among commodities selected soft commodities such as Tea and Cocoa and live stocks will maintain their uptrend. We will see rally in listed tea companies and tea related companies in India, Sri-Lanka, Kenya and other global markets due to favourable industry prospects.

http://www.livemint.com/Companies/nQ...n-tea-pri.html

McLeod Russel India sees profit reviving on rally in tea prices

http://in.reuters.com/article/2014/0...0PJ38120140708

Bangladesh tea prices up on strong demand for quality leaf

currently we can see strong tea prices for high quality tea in Sri-Lanka. Tea prices have picked up even at the Mombasa Tea auction in Kenya.

http://online.wsj.com/articles/emerging-markets-chocolate-lovers-boost-cocoa-prices-1404849640

Emerging Markets' Chocolate Lovers Boost Cocoa Prices

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.
 
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