The Little Book of Emerging Markets by Mobius, Mark -- Read -- Imperial Library of Trantor

Index

Cover Contents Title Copyright Dedication Introduction Author’s Disclaimer Chapter One: What are Emerging Markets?

The Name of the Game Emerging, Emerging, Emerged! The FELT Criteria

Chapter Two: Top Reasons for Investing in Emerging Markets

Why the Sudden Growth Spurt? A “Problem” of Too Many Choices All Markets are Volatile Sometimes Your Best Protection Is Diversification

Chapter Three: Discovering Frontier Markets

Why Invest in Frontier Markets? Dig Deeper to Find Gold Go Ahead, Feel the Excitement

Chapter Four: Getting Down to Business

Emerging Market Mutual Funds Domestic Listings of Emerging Market Companies Depositary Certificate Listings of Emerging Market Companies in Developed Stock Markets Exchange-Traded Funds

Chapter Five: Is There a Right Way to Invest?

Value versus Growth Orientation Short versus Long Term Bottom-Up versus Top-Down Investment Strategies

Chapter Six: Researching Emerging Markets

All Walks of Life Narrowing the Choices Is It a Buy or a Sell? What’s Its Worth?

Chapter Seven: The Reality of Risk

The Big Picture Hedging Your Bets Sit Tight, Don’t Worry, be Happy

Chapter Eight: Timing Market Factors

Understanding Foreign Exchange The Upside of Political Uncertainty Overcoming Your Fears and Moving On

Chapter Nine: It’s Called Volatility

A Research Challenge A Painful Lesson Don’t Forget to Use What You Learn

Chapter Ten: The Importance of Being Contrary

Paper versus Realized Loss Keeping a Cool Head

Chapter Eleven: The Big Picture and the Small Picture

The Bad and the Good “Trust Us” A Welcome Tidal Wave of Privatization It’s Okay to Sell the Crown Jewels Industry Characteristics aren’t the Be-All, End-All

Chapter Twelve: Pri·va·ti·za·tion

Priming the Pump Here’s How It Works Why They’re Good Investments

Chapter Thirteen: Boom to Bust

Three Warning Signs of a Bust What Happened in Thailand? A Short-Selling Nightmare And the Baht Tumbles It’s Called Crony Capitalism

Chapter Fourteen: Don’t Get Emotional

Become a Fan of All the Information You Can Find The Example of China Telecom A Chance for Small Investors

Chapter Fifteen: Turning Fear into an Advantage Instead of a Disadvantage

Going for Liquidity Playing Pin the Tail on the Bottom A Rosier Outlook

Chapter Sixteen: The Crisis Bargain Bin

No Pain, No Gain A Few Cardinal Rules about Timing Scoping Out the Banks Looking for Patterns

Chapter Seventeen: Overcoming Irrational Market Panic

Riding the Rio Roller Coaster First-Class Buying Opportunities Here We Go Again Facing Reality

Chapter Eighteen: The World Belongs to Optimists

Work Hard and be Disciplined Be Humble Show Some Common Sense Get Creative Be Independent Remain Flexible Investment Tools Always Diversify Your Investments Don’t Run from Risk Take a Long-Term View Make Volatility Your Friend

Acknowledgments About the Author