International Investments – September 2006 Emerging Market Value Analysis


International investments can bring good value. Our friend, Michael Keppler, continually researches many emerging stock markets and compares their value based on current book to price, cash flow to price, earnings to price, average dividend yield, return on equity and cash flow return. He compares each emerging stock market’s history and from this develops his Good Value Emerging Stock Market Strategy. His analysis is rational, mathematical and does not worry about short ups and downs.

Natural Health Ayurved– Avoid Stress Naturally – Travel Light for Better Health

Ecuador Real Estate is Good Value and Stress Free

Lets Start with an international investments summary by looking at Keppler’s current comments on recent developments & outlook in emerging investment markets.

Emerging Markets equities continued to recover from their spring break. Last month, the Morgan Stanley Capital International (MSCI) Emerging Markets Total Return Index (with net dividends reinvested, December 1988=100) gained 2.5 % in US dollars and 2.2 % in euros. The global Emerging Markets equity benchmark now stands 7.1 % below its all-time high reached at the end of April 2006.

Year-to-date, the MSCI Emerging Markets Benchmark Index is up 11.5 % in US dollars and 2.7 % in euros.

Of the three regional indices, Asia fared best with a monthly gain of 3.5 %, followed by Europe, Middle East and Africa (EMEA), which was up 1.9 %. Latin America came in with a 1 % total return in August.

Year-to-date, Latin America is leading with a total return of 16.4 %, followed by Asia , which is up 10.8 %, while EMEA is up 9.2 %. All numbers are in US dollars if not mentioned otherwise.

Nineteen markets rose and eight markets declined last month. The best performing emerging market was Morocco, which gained 13 %. Egypt (+9.5 %) and India (+9.4 %) came in second and third.

The biggest losers over the last month were Poland (-7.8 %), Hungary (-4.6 %), and Argentina (-4.4 %).

Year to-date, twenty-three markets are higher and four markets declined. Venezuela is leading with a whopping 61 % gain, followed by Morocco (+58.8 %) and Russia (+42.3 %).

The worst performers this year have been Jordan (-20.7 %), Turkey (-13.9 %) and Israel (-9.7 %).

There is no change in our performance ratings this month.

The Top Value Model Portfolio contains eight markets – Brazil, China, Korea, Malaysia, the Philippines, Taiwan, Thailand and Turkey – at equal weights.

According to Keppler’s performance ratings, these markets offer the highest expectation of risk-adjusted returns.

This month Keppler’s ratings show the low value sell candidates are Argentina, Egypt, India, Indonesia, Jordan, Mexico, Morocco, Pakistan, Peru and South Africa.

Neutrally rated emerging markets are Chile, Colombia, Czech Republic, Hungary, Israel, Poland, Russia Sri Lanka and Venezuela.

You can get ideas on shares in these top value emerging stock markets from Thomas Fischer at Fischer@jyskebank.dk

For more details on Keppler’s analysis, contact Roderick Cameron at 1-212-245-4304 or email roderick.cameron@kamny.com

Join Merri, Currency Experts from Jyske Bank and me at our next International Business and Investing Made EZ course in Ecuador. Review which current markets offer good value. Meet Steve our man in Ecuador and learn about products to export. Meet Dr. Andres Cordova and learn about owning real estate in the Galapagos. Go to International Business and Investing Made EZ in Ecuador

Double your profit potential with the MultiCurrency Sandwich. Leverage investments in top value markets. See Annual MultiCurrency Sandwich Service

Natural Health Ayurved – Avoid Stress Naturally – Travel Light

Stress can become a serious illness. An article from Australia explains what this means. It says:

“Stress that is not treated can lead to a serious illness. A person who feels ongoing and untreated stress may go on to develop an anxiety disorder, which in turn can lead to a depressive illness.

“Stress can develop into an anxiety disorder. Almost everyone experiences some anxiety, which is normal. Anxiety disorders are different because they are severe and interfere with a person’s daily life. Anxiety disorders can be successfully treated.

“Common anxiety disorders are: Panic Disorder – a condition where a wave of sudden panic overtakes the person for no apparent reason. The person experiences many physical symptoms. People tend to avoid situations that they fear might trigger an anxiety attack.

“Specific phobias – fears of particular situations or things. For example, a fear of heights, open spaces, spiders, snakes or blood. This also leads to avoiding situations.”

See the whole article at Stress  Can Become a Serious Illness

If any one phrase could sum up how to reduce stress and enjoy life more it would be “Travel light.”
Eat less, weigh less, get rid of emotional baggage. Stop being attached to so many things and accumulating and storing so much stuff. Each your load. Reduce your burdens and lighten up.

Yet every day more stress is piled on us. Take for example the added burdens in air travel. A recent USA Today article entitled “Checked luggage strains security” by Thomas Frank, says, “Air travelers are checking an unprecedented amount of luggage after the recent disclosure of an alleged terrorist plot, an onslaught that threatens to overwhelm bomb detectors and create security gaps, the nation’s aviation-security chief said Wednesday.

In an interview with USA TODAY, Transportation Security Administration head Kip Hawley said there has been a 20% surge in checked luggage at U.S. airports since liquids were banned from carry-on bags Aug. 10.

“Domestic passengers usually check almost 1 billion bags each year, according to the Air Transport Association, an airline trade group. The increase means that the nation’s security screeners are handling more than half a million additional checked bags each day.

“The sudden increase ‘puts on a strain that could result in some vulnerabilities,’ Hawley said. The system that screens all checked luggage for bombs ‘is being stressed,’ he said.” See the entire article at Checked Luggage Strains Security

One of those strains, I’ll bet, will include more missing bag. More stress!!

One business to watch and a service you may use to travel light is a luggage shipping service called Luggage Free. Their site says: Luggage Free specializes in the door-to-door delivery of excess baggage, bicycle shipping, golf club shipping, ski shipping and anything else that travelers opt not to carry on their trip. With the option to send unaccompanied luggage ahead to nearly any destination, worldwide, you can now avoid the inconvenience of carrying, checking and claiming baggage – even going through customs.”

This may be an idea that catches on. See Luggage Free

Ecuador Real Estate

Another way to reduce stress is go where live is good, inexpensive and there is a focus on natural health. We recently wrote about a naturopathic MD near our Hotel El Meson. International_Investments Self Reliance

Two delegates just returned from visiting him and shared this note:

Hi Gary and Merri, Returned from Ecuador last night with my friend Marie – We had a great time. John Papski took us around Quito – even had a ride on the ski lift – what a view of Quito . John was very informative and I would recommend him. Steve took care of us at Le Meson and did a great job. Marie and I took treatment from the DR – he is wonderful. Also the massages were great – people are so kind and nice. Marie wants to go back in Oct – never thought she would enjoy so much as she always travels first class on cruises, etc. She loves the Ecuadorian people – went to Mass in the yellow church – what an experience to see the mixture of people from children to the very poor – very humbling experience. Marisio and Mercedes – what a cute pair – very intelligent and eager to learn. I could go on and on…..Love to you both.”

Until next message, good international investing and international business!

Gary

P.S. Enjoy the following services and courses in Ecuador in the autumn and winter of 2006-2007.

October 12-16, 2006 – Learn how to learn, retain and process information better + Spanish. Super Thinking + Super Memory + Spanish

November 9-12, 2006 – International Business and Investing Made EZ – Ecuador

November 13-15, 2006 – High Andes Tour. Discover the Mystical Andes

January 5-7, 2007 – Inspired Investing beyond Logic. Vedic Astrology in Ecuador

January 8-10, 2007 – Ayurvedic Cleanse.

Jan 12-14, 2007 – Join Merri, Todd and me for a Wedding Photography Course

Todd Smith Photo

February 2-8, 2007 – Learn how to Earn anywhere through Import – Export. Gary & Merri Scott’s Import/Export Expedition in Ecuador

Any time that space is available. Rejuvenate your health with a week’s R & R at El Meson. See R&R at El Meson

Any time that space is available. Stay a month in El Meson and enjoy the full winter sun. El Meson de las Flores Hometel

 


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