PowerShares FTSE RAFI Emerging Markets Portfolio (PXH)

All Comments on PXH

  • commenter
    Jul 02 01:01 PM
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    For johndough,
    I pretty much agree with you. How can there be roaring inflation without real estate also going up? The other advantage is the a buyer can still get pretty reasonable financing for a fixed rate for a very long term. The possibility of rising rates will dampen any gains for a bit. But, people have easily paid rates above 8% in the past and we still had a very healthy price rise in Real Estate.

    Higher inflation = higher nominal incomes = ability to make larger $$$$ payment for shelter. Pretty good inflation hedge that can be safely financed - just send in the payment and they will leave you alone. Get a 50% LTV mortgage and let it ride.
    Reply
  • commenter
    Jul 02 10:07 AM
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    The contribution from Food and Fuel to emerging market inflation indices is far higher than the US. Also they do not have banking crises and credit crunches to deal with. Stop whining, you folks in the US still have a good life you know.... Reply
  • commenter
    Jul 01 11:28 PM
    My Website
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    To the idea of buying rental property now. I can't imagine it's still yet ok when median house price / median household income in the US is still way too high. 2007 it was 4.07. It avaraged about 2.7 in 1980, 1990 and 2000. So, in the aggregate, house prices have much further to fall.

    This fall will cripple finance companies who've overlent Americans. Should take a full 3 years before bottoms. Get ready for the next great depression.
    Reply
  • commenter
    Jul 01 09:35 PM
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    No I am not a realtor. That's my disclosure. But in times of tremendous inflation wouldn't it be, if you had the cash, a good idea to pick up a couple of rental properties? I mean, as a hedge against inflation over time (plan on keeping it 5-10 years) couldn't it be a wise move assuming you picked a great location and got a stellar deal? Reply
  • commenter
    Jul 01 03:12 PM
    My Website
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    Agree with Jozap, going from having 25 years of stellar growth and a fantastic quality of life to bust in a nearly a microsecond is destabilizing beyond belief. Not that it's right or fair, but emerging economies more or less lived this way since times indefinate. Also, this conceited government should be bending over backwards to appease the international community for our global theft. No doubt we'll be raising rates, I am getting tired of these same articles focused on the gnat when we are about to be forced to swallow the camel. So we raise rates to 2.25%? Rates will need to go much higher, think Paul Volker to combat this inflation and correct our nation's dillusion thinking about economics and life in general. Reply
  • commenter
    Jul 01 10:56 AM
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    Well, your comments would be good, except that US inflation rate is really in the 14% range.

    The items bought by 90% of all households on a daily basis have an even higher inflation rate.

    And this is the US, not Vietnam. Compairing apples to oranges doesn't work for me.
    Reply
  • commenter
    Jul 01 10:21 AM
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    So, Vietnam has a 26% inflation, and they're offering 18% interest?

    And that's considered "inflation fighting"? It's not. Not until it's LARGER than the inflation number.
    Reply
  • commenter
    Jul 01 09:55 AM
    Think Inflation in the U.S. Is Bad? Listen Up [view article]
    Lots of countries with a currency peg to the US dollar face double digit inflation for some time now.
    And even now lots of them would like to keep the peg in place while commen sense would be to peg it against a basket of currencies.

    But if they are too stupid to understand elementary economical reasoning, let the inflation learn them elementary economics!

    The peg was stupid in the first place...
    Reply
  • commenter
    Jun 24 06:20 PM
    Weighting China in a Well-Diversified Portfolio [view article]
    What about VWO? Reply
  • commenter
    Jun 09 11:15 AM
    Broad Emerging Market ETFs [view article]
    Anyone have any info on stocks/etf's on Peru and/or Chile? Reply
  • commenter
    May 10 03:54 PM
    My Website
    Broad Emerging Market ETFs [view article]
    Update: We just added some new articles to the Further Reading section, specifically on the issue of which is the best broad emerging market ETF to choose for your portfolio. Reply
  • commenter
    May 08 12:45 PM
    Hedge Funds See Best Prospects in Emerging Markets [view article]
    We are now living in (or heading to) the winter time of the Kondratieff long wave cycle. If Kondratieff's economic model is as predictive as it used to be, this era tends to favor low-value-added assets. Low-value-added assets are predominately the products of the less-developed emerging economies. During this transition, the developed countries will continue to deplete the resources of the third world countries because of their greed. It will be interesting to see how long they can defy the gravity of fundamentals. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:23 AM
    My Website
    General Discussion on PXH
    Is this a buy or a sell? Reply
  • commenter
    Feb 20 04:41 PM
    Emerging Markets Have a Lot Further to Fall [view article]
    The fact that India is announcing the creation of a sovereign fund is for us another indication that the fall is questionable, as illustrated by research conducted by Kalaventures
    Reply
  • commenter
    Feb 11 12:47 AM
    My Website
    Emerging Markets: The More 'Uncoupled', the Better [view article]
    Great, except that emerging countries have a lot more downside given that the decoupling analysts have been touting is a load of bull (see tradesystemguru.com/co.../ ) if recent corrections are any guide. In other words, emerging markets like India and China as well as Asian stalwart Japan have a high correlation with markets (and economies) in the US. While I have a great respect for Jeremy Grantham, he may be a tad optimistic on these markets especially given his recent comments on the greatest number of bubbles popping around the globe. How can these markets which are now exhibiting parabolic blowoff tops be better places to invest? Reply

Trading Center