View Full Version : What international markets would you invest in?

03-17-2005, 11:27 PM
What international markets look like promising investments? I would probably prefer to invest in an index fund of a country whose stock market looks ripe to increase. Of course, I also want to invest in a stock market that will benefit from the dollars continuing decline. To me, the best prospects are in Asia, but not China or Japan. I would like to hear others opinions.

Ray Zee
03-17-2005, 11:55 PM
korea, canada, chinese companies on u.s or other exchanges.

03-18-2005, 12:04 AM
Depends on your time frame. SHorter term I like Korea, longer term India (overheating slightly now), steer clear of Japan (I'm a long term resident - ain't never gonna happen because of the demographics) and China (because the government still doesn't really know what's it's doing in terms of capitalist macroeconomic management).

03-18-2005, 02:53 AM

Brazil will be one of the primary beneficiaries of the global commodities boom. They are the lowest cost producer of many important agricultural products, livestock, and industrial metals. They will benefit for many years to come from shifting consumption habits in China, with whom they have a great trade relationship, and the rest of Asia.

Interest rates in Brazil are currently over 20% (their central banking guy is a Paul Volcker-eqsue inflation fighter) and stock ownership is extremely low. This will change as people come to realize that high commodity prices are here to stay and the real stabilizes.

The S&P index trades at a P/E of 21.

The Brazillian index trades at a P/E of 8.

As a gambling man, which one do you think is the better bet?

03-18-2005, 05:11 PM
I live in Canada and were booming. Not sure were you live but if you have access to Income Trusts related to oil and gas. Pay huge dividends. Many fail to realize Canadamainly Alberta has the largest oil reserves in the world.

03-19-2005, 03:25 PM
Thanks for the replys. I have not thought of a brazil, interesting. One more question, if you were not going to be able to actively look after your money for 6 months would you rather just stand pat and keep your money in cash or invest in one of these countries.

03-19-2005, 03:55 PM

03-19-2005, 05:55 PM

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What makes Israel a good place to invest? I would be hesitant to invest in a place with such politacal instability, plus no nothing about their economy.

03-20-2005, 11:22 AM
Israel is a good place to invest because many people like you would be hesitant to invest in a place with such politacal instability, plus no nothing about their economy.

www.haaretzdaily.com (http://www.haaretzdaily.com)
www.adrbny.com (http://www.adrbny.com)

03-20-2005, 02:55 PM
George - Do you think Amdex would be a good choice? I want to start diversifying from my 100% U.S. Index funds.

03-20-2005, 08:35 PM
I own ISL AMPL KOR. Yahoo says AMDEX has a 3.75% exp ratio. On the other hand they have a vary small asset base that would make them very flexible. I do not know if the exp ratio will be justified by better performance.

03-20-2005, 10:33 PM
Ok, thanks George.

03-21-2005, 03:45 PM
www.globes.co.il (http://www.globes.co.il)