EMerging Equity
$EPOL
Swissie Surge Punishes Poland ETFs
By Tom Lydon ETF Trends When the Swiss National Bank (SNB) rattled global markets last week by announcing it was scrapping the franc’s peg to the euro, the Swiss currency’s subsequent surge claimed plenty of victims from hedge funds to currency brokers that were on the wrong side of the Swissie’s spike. Count Poland exchange … Continue reading
Philippines Remittances, India, and Poland
By EM Bits November Philippine overseas remittances were the lowest since January 2009 Bonds in India continue their downtrend National Bank of Poland meets and is expected to keep rates steady at 2.0% November Philippine overseas remittances were the lowest since January 2009. Remittances are estimated to account for around 10% of domestic consumption, so … Continue reading
Poland To Build State Electricity Champion
By BNE IntelliNews Poland plans to merge its four biggest power utilities, the treasury minister announced late on January 8. The plan is just the latest to spook minority shareholders in the state-controlled companies. The ministry has been hinting at the possible consolidation of the sector for over a year, but such an ambitious plan was not … Continue reading
Warsaw Reportedly Planning To Cut Up To 15% Of Coal Mines
By BNE IntelliNews The Polish government is planning to close around 15% of the country’s coal mines as part of its rescue strategy for the struggling sector, local media reported on January 5. According to an unconfirmed report by Dziennik Gazeta Prawna, the government plan – which was originally meant to have been released before the end of 2014 – will … Continue reading
Weekly Emerging & Frontier Market ETF Dashboard: Quantitative Asset Allocation Insight (19-Dec-2014)
By ETFalpha Global Emerging Markets expressed as iShares MSCI EM ETF (EEM) have been remaining in both negative trend and momentum. However, if the recent market bounce appears to be sustainable during the week commencing December, 21st we may see momentum turing into positive territory. Assuming that’s the case we would be recommending to increase … Continue reading
Weekly Emerging & Frontier Market ETF Dashboard: Quantitative Asset Allocation Insight
By ETFalpha Contact(at)ETFalpha.uk What an interesting week for global stocks and Emerging Markets. The levels of volatility jumped significantly with the VIX Index reading increased by more than 78% for the week! Both Emerging and Frontier Markets lost around 6% predominantly due to plummeting oil and generally commodity prices. Technically things look awful as both … Continue reading
Polish Property Developers Could Be Squealing Soon
By Jan Cienski in Warsaw BNE Polish property developers are ramping up residential developments after years of lacklustre growth – but this is likely to offer yet another real life example of the Hog Cycle that every Economics 101 student learns. In the Hog Cycle, high prices spur farmers to produce more pigs, which leads to … Continue reading
Your Weekly Emerging & Frontier Market ETF Dashboard: Quantitative Asset Allocation (Iconographic)
Emerging and Frontier Markets are an asset class itself these days and offer investors amazing opportunities. The challenge is to harness the amount of volatility relatively bigger versus the other equity asset classes. Also the universe of ETFs in that space is pretty big and any successful asset allocation approach has to follow a well … Continue reading
Poland Continues To Surprise On The Upside
By Jan Cienski in Warsaw BNE While the western European economies look increasingly troubled, Poland continues to surprise on the upside, with new reports showing falls in unemployment and resilience in consumer spending – not long after flash third quarter GDP numbers also came in better than expected. The driver behind the good news seems to be … Continue reading
Sun Setting On Shale Days In Poland
By Jan Cienski BNE An aggressive Russia and growing worries about its reliability as an energy exporter should have provided a big boost to Poland’s nascent shale gas industry. Instead, gloom pervades the sector as unpromising geology, together with high costs and regulatory concerns create growing questions over shale’s future in Poland. The biggest problem … Continue reading
