Ishr Jpm $ Emb Discussion Threads

[praipus] 04/10/2016 13:46

US $ helping too

[praipus] 26/7/2016 09:01

Negative interest rates... meanwhile NAV up divi up...

[praipus] 23/1/2015 21:35

"The European Central Bank (ECB) will inject at least €1.1 trillion (£834bn) into the ailing eurozone economy."

[praipus] 15/12/2014 21:44

Updated header, no holding but waiting/wondering if we could see another 2008 style drop.

[praipus] 23/8/2013 08:55

Thanks Kiwi2007

Is it possible that the EM countries have been using their reserves to buy US Treasury notes and bonds?

If so could their exiting dollar investments cause the dollar and US bonds to fall perhaps creating a nasty downward spiral (and thus a further yeild hike/spike in safer assets)?

[kiwi2007] 23/8/2013 05:05

Gut feeling really - however, PIMCO (who I follow) was quoted in the FT saying the following a few days ago.

"..The slump in many emerging market assets this summer has inevitably piqued the interest of contrarians looking to pick up long-term bargains. EM debt in particular still has its fans.

Dollar-denominated bonds of developing countries, as measured by the JPMorgan EMBI Global Index, are down nearly 11 per cent from the May high.
Last week – before the latest bout of stress – Pimco, the world's biggest fixed income investor, was already arguing that the spike in EM yields was a buying opportunity.
Meek global growth should ensure developing country policy interest rates remain low, Pimco reckons...."



Perhaps time for a dip back in?

[praipus] 12/6/2013 10:29

:) Gut feel or fundamentals or technical analysis?

[kiwi2007] 12/6/2013 10:12

Capital flight to a strong dollar Praipus. Don't think investors will return until $ weakens. 100 would be a good entry point I think.

[kiwi2007] 12/6/2013 10:10

Capital flight to a strong dollar Praipus. Don't think investors will return until $ weakens.

[praipus] 12/6/2013 10:00

free stock charts from uk.advfn.com
Chart chart cache not working for me for some reason look at the nasty looking drop back in 2008 worries me...perhaps it shouldnt.

With enough time any nibble could become a good one :)

[badtime] 12/6/2013 09:54

might be worth a nibble

[praipus] 12/6/2013 09:52

Looking at the port it could be the Turkish bonds...

[praipus] 12/6/2013 09:45

Whats causing the drop here?

[kiwi2007] 06/3/2012 11:49

Corporate Bond Rally Grinds Along

BOND STRATEGIST: Spreads are tighter than they've been since last August


The corporate bond rally that started in earnest last fall continues to grind along. The Morningstar Corporate Bond Index tightened another 7 basis points over the past week to +188, nearly 80 basis points tighter than the widest point witnessed last October. Though spreads are now tighter than they've been since last August, they remain well wide of the levels seen a year ago.

We expect that developments across Europe will dictate whether credit markets head sharply higher or lower from here........more...

[praipus] 22/1/2011 09:34

From the FT "inflation fears"

[jimbo55] 15/12/2010 14:05

Buy on weakness Praipus. Drip feed into over an extended period. Silver, despite its recent high, may be a better bet.

[praipus] 15/12/2010 09:10

Sold the IEMB a while ago just watching now.

How would you invest in gold at these levels?

[hectorp] 15/12/2010 08:58

Still going down !
buy gold.

[praipus] 22/9/2010 14:15

These are going down because I've bought in again!

Also got small quantities of FCPT and AMEX:UTG for monthly income.

Are there any other stocks ETF's or bonds with a monthly income?

[kiwi2007] 26/7/2010 09:25

Agreed - though there is the .5% income per month which helps make up for it.

Stirling corporates have been my best mover recently (as in SLXX).

[karesplat] 26/7/2010 08:47

I'm still holding and can tell you the recent strength in Sterling against US Dollar is eating into the gains you see on these charts. In Sterling my holding has gone precisely nowhere, neither up nor down in any great way.

[praipus] 26/7/2010 08:21

Wish I'd held on to these.

[praipus] 28/5/2010 08:56

ted32 - politically I can see they tried to inflate with QE.

Why do you say "will have to inflate their way out"?

[ted32] 25/5/2010 10:12

Praipus....Eventually,USA.EU and GB will have to inflate their way out of this mess.

[praipus] 25/5/2010 09:09

I must get some new glasses. There is an FT interview video with Russell Napier who's written a book I think called "the anatomy of a bear market" and he recons the final phase is when investors ditch treasuries.