Suggestions for BRIC topics?
On the next podcast I will talk about BRIC (Brazil, Russia, India, China) stocks.
Is there anything in particular you would like for me to cover on this topic?
Do you have anything to add to the show?
What is your favorite BRIC stock?
Email me with suggestions/ideas/data.
I’ll try to examine Jim’s performance on this topic.
I hope it will be more than just Another BRIC in the Wall. 🙂
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Hmmmm. How about an Australian ETF?
Cramer said (When talking about some Aussie bank) that the Australian economy is a natural resource based economy. He also said as an aside in a AA+ email that he thought the bull market in metals could last as much as two more years.
I wouldn’t invest in a foreign stock directly (outside of an ADR) due to the many extra hazards foreign stocks entail.
Exchange rate hazard, language barriers, idiomatic customs and culture that I am ill equipped to assess when considering a position. (I am, after all, an American!) Many times, they don’t have reliable or accessible information. Think Russia.
But I do like ETFs. Presumably they have experts who can be on the ground in country, knowledgeable about the language and culture and able to investigate claims.
I like the idea about Australian ETF. I got one for ya: EWA, the iShares Morgan Stanley Australia fund.
Most ETFs are Passively Managed, meaning they just track some index. Which goes contrary to the idea of having an expert in the country to be knowledgeable about the stocks.
EWA has 84 holdings. Here are the top 25:
BHP Billiton Ltd 12.63%
National Australia Bank Ltd 7.57%
Commonwealth Bank of Australia 7.34%
Australia & New Zealand Banking Grp 6.08%
Westpac Banking 5.48%
Westfield Grp 3.19%
Rio Tinto Ltd 2.81%
Woolworths Ltd 2.75%
Woodside Petroleum Ltd 2.67%
Rinker Grp Ltd 2.30%
QBE Insurance Grp Ltd 2.14%
AMP Ltd 2.04%
Macquarie Bank Ltd 1.88%
Wesfarmers Ltd 1.65%
Coles Myer Ltd 1.60%
Suncorp-Metway Ltd 1.35%
Foster’s Grp Ltd 1.34%
Brambles Industries Ltd 1.31%
CSL Ltd 1.25%
Macquarie Infrastructure Grp 1.15%
Stockland 1.12%
Insurance Australia Grp Ltd 1.10%
Alumina Ltd 1.09%
The Australian Gas Light 1.07%
Tabcorp Hldgs Ltd 1.02%
Looks like a good mix of stuff. BHP is a large portion of the fund. And Jim just pumped BHP today.
Hi Paul,
A few I am familiar with are…
LENOVO GROUP LTD ADR (LNVGY.PK)
Lenovo bought IBM’s notebook division and is one of, if not the only Chinese computer maker, that has said it will sell its computers with LEGAL software. They are expanding into India.
Sinopec Shanghai Petrochemical Co. Ltd. (SHI)
PetroChina Co. Ltd. (PTR)
Aluminum Corp. of China Ltd. (ACH)
Yanzhou Coal Mining Co. Ltd. (YZC)
Suntech Power Holdings (STP), a low-cost Chinese manufacturer of PV cells and modules.
http://biz.yahoo.com/fool/060417/114528447102.html?.v=2
“Now, I recognize that I’m highlighting a company that could be perceived as a poster child for risk — the very words “solar,” “China,” and “IPO” tend to have a chilling effect on investors sometimes — but appearances can sometimes be deceiving. Don’t get me wrong — investing in Suntech isn’t for the faint of heart, nor is it a place to put Grandma’s savings. But for a patient, long-term investor, the risk/reward ratio certainly looks favorable.”
Andy
Andy,
Save yourself some trouble and get ’em all with FXI,
the iShares FTSE/Xinhua China 25 Index Exchange Traded Fund. Buy and Hold!
China Mobile Hong Kong 9.90
PetroChina Hong Kong 9.00
CNOOC Ltd Hong Kong 7.05
China Construction Bank Hong Kong 6.60
Sinopec Hong Kong 6.48
China Shenhua Energy Hong Kong 5.06
China Life Insurance Hong Kong 4.76
Ping An Insurance Grp Co. of China Hong Kong .54
China Merchants Hldgs (Int’l) Hong Kong 4.23
Bank of Communications Hong Kong 4.12
Citic Pacific Hong Kong 3.75
Bank of China (Hong Kong) Ltd Hong Kong 3.74
China Telecom Hong Kong 3.40
China Unicom Ltd Hong Kong 3.39
China Netcom Grp Hong Kong 3.04
Aluminum Corp of China Hong Kong 3.04
China Resources Enterprise, Ltd Hong Kong 3.02
COSCO Pacific Ltd Hong Kong 2.82
Huaneng Power Int’l China 2.70
Yanzhou Coal Mining China 2.17
Sinopec Shanghai Petrochemical China 1.70
PICC Property & Casualty Hong Kong 1.60
Zhejiang Expressway Hong Kong 1.48
Datang International Power Generation Hong Kong 1.27
Jiangsu Expressway China 1.05