Beyond Gazprom Stock and The RSX ETF:
The Investment Case for Russia Right Now, Part 1
One cannot write long about international and Emerging Markets investing without covering Russia. Russia is a member of the BRICS ensemble and, back in the ‘90s, was the first home-run emerging markets trade of the modern era. Many EM veterans cut their teeth in the ‘98 Russia default and its privatizations earlier in that decade on the equity side. Perhaps ironically, the Russian market’s lack of excitement today makes many of its companies a compelling opportunity now.
The Recent Investment Cycle in Greece
…and Three Greek Stocks to Consider Now
Nearly four months ago, I published two posts explaining how investors can understand and take advantage of market cycles. However, the real challenge and opportunity are in execution, so today I’ll cover an example of an actionable cycle in Greek stocks to make the theory tangible.
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