A few weeks ago, a Brazilian company called Cosan (NYSE: CZZ) went public into the US market. This represents another opportunity for American investors to get involved in the ethanol industry (more…)
While a slump in the real estate market in the United States will affect the global economy on a massive scale, there are certain reasons to believe that it could affect Mexico more so than any other nation. (more…)
(Reprint from Oct. 12, 2005)
The Egyptian stock market has been one of the performing markets in the world over the past several years. Up over 100% in the past 12 months, the Egyptian market has attracted a lot of attention internationally for the market’s enormous returns during this period, especially when compared to the lackluster returns experienced by many developed economies.
To truly understand the inner workings of the Egyptian economy and to understand the investment potential of this historic country, The Commodity Investor traveled to Egypt to see the world from the ground up and evaluate potential opportunities. (more…)
(Reprint from April 12, 2006)
While volatility in the United States market has been relatively sanguine over the past several months (and even years), volatility around the globe has started to increase. A few months ago, the gulf stock exchanges began to decline following years of spectacular gains. From their peaks, the Saudi Arabian and Kuwaiti markets have tumbled, while the Dubai market has been cut in half. (more…)
(Reprint from March 20, 2006)
Over the past few years, as oil prices have skyrocketed, large amounts of dollars, euros, and yen have been sent to the Middle East, causing equity markets in places like Egypt and Saudi Arabia to multiply several times over. A recent phenomenon of housewives, teachers, and doctors abandoning their daytime responsibilities to day trade stocks have caught the fancy of nations throughout the region. While many citizens of these countries have become very wealthy, the recent crash (more…)
(Reprint from 2006)
Estonia last week re-elected Andrus Ansip as Prime Minister in one of the most overlooked elections of the past twenty years. The importance of this vote has been critically understated by the mainstream media. In the 16 years since the breakup of the Soviet Union, no former republic has ever elected a government for a second term, until this election. This is not surprising, (more…)
(Reprint from Jan. 10, 2006)
The history of the world is littered with countless examples of political change occurring after economic dislocations. These changes are often the turning point for the future of the region and, as investors, we must turn a careful eye to areas that are adapting strategies that will bring them towards economic greatness. (more…)
(Reprint from Mar. 29, 2006)
In 2005, fund inflows into emerging markets grew at a breathtaking pace, surpassing their previous highs set during the roaring 90’s. Over the past three years, Australia has doubled, Brazil has gained 650%, and (more…)
(Reprint from 2006)
As ETFs become more ingrained into the financial sphere, investors and managers are becoming more creative about how to deploy their capital. Recently, in London, Commodity ETFs were released, allowing an investor to purchase futures contracts in a particular commodity as if it were nothing more than a stock. While these securities are not yet trade-able, that will change in a few weeks time. One of the more interesting ETFs to be unveiled recently is the DBV currency fund. This fund (more…)
(Reprint from 2006)
New York and Chicago are home to a few of the largest commodity exchanges in the world. In recent years, as the Chicago Mercantile Exchange (CME), NY Board of Trade (NYBOT), and others rapidly expand, their product offerings have grown significantly. Many commodity enthusiasts could spend their entire life dealing in contracts that are traded somewhere in the United States. The most enterprising commodity investors (more…)