EPOL News and Press, iShares Trust MSCI Poland From 10/03/19

( Source: Brexit (maybe) ahead ) Recently Seeking Alpha published a Q&A feature regarding Brexit, and asked me to participate. In particular, this involved possible scenarios affecting every investor. The whole project was structured as Q&A. ( Brexit Q&A feature published b...

Today, September 26, 2019, we've reassembled our Brexit panel and have prepared an updated roundtable Q&A. These freshly updated views are available to PRO+ Subscribers here. Given so many twists and turns in the Brexit proceedings over the past 3 years, Seeking Alpha has surveyed ...

Easing All Over The Place Last week, the Fed cut rates again, just as the market was "telling" it to do. Doing so, the Fed continues to be part of a growing group of central banks that are cutting rates. Most recently, we saw rate cuts from the following countries: Indonesia ( EIDO ): ...

Introduction Most have probably never heard of evidence-based investing. It describes the practical application of objective research performed and challenged by academic experts who have no conflict of interest regarding their results. Evidence-based practice has gained much more traction i...

(Source: Pexels ) Valuation metrics such as P/E and EV/EBITDA serve as popular guides to projected future equity performance. In general, countries with lower valuations are expected to outperform those with higher valuations but with greater volatility along the way. As I'll show, valuatio...

Last July, I wrote a long Poland article that described the favorable economic climate combined with low valuations that make for a strong long-term investment thesis in the country. Since then, the iShares Poland ETF ( EPOL ) is roughly flat, while most European equities are down 10% or mor...

Almost everything in life is relative, and investing is no exception. Stocks are having a wonderful year, thus far, in 2019, right? Well, yes, but (certain) bonds are having an even better year than stocks: Shares 20+ Year Treasury Bond ETF ( TLT ): +17% SPDR® S&P 500 ETF ( SP...

Last month, I made the argument that the Polish zloty could see further growth over the medium to long term, owing to renewed quantitative easing by the Federal Reserve and ECB. With this being said, we can see that the zloty has seen a sharper fall than the euro against the greenback in t...

By Piotr Poplawski , Senior Economist, Poland CPI in Poland rose to 2.9% YoY from 2.6%, according to flash estimates. Based on our calculations, core inflation has risen to 2.1% YoY, likely pushed up by service prices The reasons behind July's CPI increase For the second tim...

Last month, I argued that the Polish zloty is set to remain at low levels in spite of strong economic performance in Poland. The primary reason I put forward this argument was due to the fact that emerging market currencies have not seen much demand due to the strength of the greenback, an...