March 29, 2013

By Derek On March 29, 2013 Under Uncategorized

This week in Emerging Markets Illustrated we discover where the highest concentration of donkeys reside in Europe along with a Spanish company’s unique solution to the problems of Cyprus. Low interest rate environments create a condition, sometimes fatal, known as “yield lust.” Do high dividends support stocks? Are they a reliable indication of value? We examine high yield stocks in the major markets of Asia and determine sometimes it is best “To seek, to strive to find, and not to yield.Taiwan comes up on the short list of high yielding markets – but does anybody care? One frustrated money manager invites Taiwan’s President Ma Ying-jeou to tea to discuss the matter. Lastly, China’s GDP numbers drive investment decisions and we need to know if they are believable. The Federal Reserve Bank of San Francisco investigates the issue and comes to a clear conclusion.


Derek Hillen, CAIA

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