Three Things of Investment Interest ... Tuesday August 14, 2018

Old_Skeet

Below are three things of investment interest that I found for today. The first is commentary by Jeffrey Saut of Raymond James. The second comes from MarketWatch about the rebound in Europe today. And, the third comes from Reuters about the bears prowling emerging markets.

Jeffrey Saut Commentary: https://www.raymondjames.com/wealth-management/market-commentary-and-insights/investment-strategy

MarketWatch: https://www.marketwatch.com/story/european-stocks-gain-broadly-as-turkeys-lira-stabilizes-2018-08-14?siteid=rss&rss=1

Reuters: https://www.reuters.com/article/us-funds-survey-baml/tech-still-all-the-rage-while-bears-prowl-emerging-markets-baml-survey-idUSKBN1KZ178?feedType=RSS&feedName=businessNews&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+reuters/businessNews+(Business+News)

Have a great day ... and, I wish all "Good Investing."

Old_Skeet

bee

Thanks Old_Skeet for this daily post. Things I pulled from J. Saut post:
Investing in EM today? Have at least a 3 year time frame...EM should out perform.
Single Country EM? India...

Putnam’s Daniel Graña, who manages the Putnam Emerging Markets Equity Fund. We asked him if he had just one country in which to invest what would it be? Without hesitation he said India. He reasons that India is a country that possesses the “rule of law,” has an “equity culture,” and is a democracy. He noted the best days for India are ahead for it with GDP growth expectations somewhere between 6% and 8% per year. India has a large domestic economy and therefore does not need a lot of imports, so trade tariffs should not really be impactful. The negative is that India is a large importer of crude oil.

India Funds I own or follow: MINDX, WAINX

I will link another weekly post that I often find helpful (posted each Monday),
Jeff Miller's (Weighing the Week Ahead):
weighing-the-week-ahead-dont-get-framed

This table is updated weekly:

BenWP

Thanks for posting those links, @Old_Skeet. I think Saut is one of the smartest commentators going and what comes through on this travelog is how modest he is and how much credit he gives to others in the business. The anti-Cramer, maybe?