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| -rw-r--r-- | Finance/Research/index.md | 19 | ||||
| -rw-r--r-- | Technology/index.md | 2 |
2 files changed, 20 insertions, 1 deletions
diff --git a/Finance/Research/index.md b/Finance/Research/index.md index ecb49ab..4048794 100644 --- a/Finance/Research/index.md +++ b/Finance/Research/index.md @@ -45,3 +45,22 @@ a recession is a process that starts way before it’s officially dated and neve Strat: Buy just before close on friday and sell monday morning gap up + +# Emerging markets +Big 4 are BRICS = BRASIL, RUSSIA, INDIA, CHINA +Characterics of emerging markets compared to Develloped markets +- less liquid +- less volume +- Higher Political risk +- Opaque regulation +- Lower P/E at the index lvl +- Investor Crowding into stock with growth +- low free float +- more pro cyclical +- high and uncertain correlation to fx exchange rate + +What not to do in EM +- Think you are a EM investor +- Have pair trade accross Developed market and EM +- Believe you have political insight +- Be surprised if the unexpected happens and nobody cares diff --git a/Technology/index.md b/Technology/index.md index c74594f..dc51a16 100644 --- a/Technology/index.md +++ b/Technology/index.md @@ -22,7 +22,7 @@ but dist-kernel useflag must be anabled ? - +llm's are a commoditty |