Nick Slepko
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Asia’s Only AAA-Rated Country is the Gateway to the Mega-Continent
By Nick Slepko - February 19, 2013 | Tickers: DFIHY.PK, JCYGY, JMHLY.PK, NDAQ, S68
The Singapore Exchange (SGX: S68) earned its moniker, the Asian Gateway, by being the mega-continent’s most internationalized exchange with more than 40% of its 777 listed companies originating outside of Singapore (and over half of its foreign listings coming from countries other than China). The SGX is the world’s biggest offshore market for Asian equity futures, and are centered on Asia’s three largest economies – China, India, and more »
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Bonds. Kroll Bonds.
By Nick Slepko - February 19, 2013 | Tickers: MHFI, MCO
Capitalism is based on trust, and Kroll Bond Rating Agency has been single-handedly trying to save the foundations of a free and fair global market, while the other ratings agencies have been stroking their kitties and feeding the system to laser-guided sharks. KBRA was founded two years ago by Jules Kroll, whose corporate intelligence firm Kroll, Inc. has been characterized as, “the private CIA.” Likening the deteriorating standards of the more »
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Smart Drugs: A New Hope
By Nick Slepko - February 19, 2013 | Tickers: JNJ, NVS, PFE, RB
Massachusetts-based BioChemics is a private pharmaceutical company that has developed a number of new drug delivery systems which allow treatments to be administered through the skin. Prior to founding BioChemics in 1989, the company’s Chairman, President, and CEO, John Masiz functioned as the COO of Linsco Financial Group through its acquisition of Private Ledger (now LPL Financial). Prior to that he was in a consulting group at Coopers & Lybrand more »
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Invest Globally, But Investigate Locally
By Nick Slepko - January 10, 2013 | Tickers: FCN, GS, MMC, NWSA
In a recent piece in The Economist on corporate intelligence (“The Bloodhounds of Capitalism”), the focus was less on spying, and more on how decision-makers are using investigators to figure what is going on at their own companies. Put off by the track record of incompetence, double-dealing, and compromised Big Four accounting firms, hedge funds, private-equity firms, and pension funds are turning to Sherlocks (or cheaper Watsons rather) instead of more »
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Ackman’s Wager: Public Service or Public Penance?
By Nick Slepko - January 7, 2013 | Tickers: AVP, FB, GOOG, HLF, MANU
Lose credibility now. Ask Ackman how.
Often entertaining and right enough times that people will actually pay attention to his 300 slide PowerPoint presentation, celebrity investor Bill Ackman has not only wagered that Herbalife’s (NYSE: HLF) stock will drop to zero, but has promised all the proceeds of his short will be donated to charity. Ackman has stated that he’s doing a public service in challenging Herbalife, which more »
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Following Buffett Down the China Expressway
By Nick Slepko - January 3, 2013 | Tickers: BRK-B, BYDDY.PK, GSH, JEXYF, BK
Prior to joining Global X Funds, Alex Ashby lived and traveled extensively throughout Asia. He currently manages a group of six ETFs covering the consumer, energy, financial, industrial, materials, and technology sectors of the Chinese economy. The Global X China Industrials ETF (NYSEMKT CHII) provides investors with exposure to industrial companies in China and is designed to be a transparent, cost-efficient way to get access to the growing demand for more »
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America Movil Puts European Carriers to Shame
By Nick Slepko - January 2, 2013 | Tickers: AMX, TV, NIHD, TEF, VZ
Popular economist Tyler Cowen points out that Mexico is neither undercapitalized nor as developing as most other Latin countries. Nor is it so lacking in infrastructure that is goes directly and totally for mobile. Although, unlike its fellow North Americans, Mexico cannot afford to be lazy and rest on its fixed lines longer than is reasonable.
America Movil (Claro) (NYSE: AMX) has achieved 70% of the Mexican market because it more »
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America Movil: The Real Social Network
By Nick Slepko - January 1, 2013 | Tickers: T, SGAPY.PK, VZ, VOD, WMT
From looking at the current global mobile network operators, only London-based Vodafone (NASDAQ: VOD) – which also owns 45% of Verizon (NYSE: VZ) – appears to be in a position to challenge Mexico’s America Movil (NYSE AMX) for world domination.
However, Vodafone’s management has been less than inspiring in recent years when the economy and competitors began to play rough. In addition to finding themselves at the tip of the more »
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America Movil: The Future King of the Telecommunications Hill
By Nick Slepko - December 31, 2012 | Tickers: AMX, CWC, CMGE, MIICF, TEF
Advances in telecommunications delivered by America Movil (NYSE: AMX) have been a major factor in dragging Peru into the ranks of one of the hottest emerging economies this decade. Colombians and Puerto Ricans can tell similar stories, and successes in troubled areas like Argentina and Ecuador paint a dynamic picture – especially when set against alternatives in Central America or the parts of the Caribbean still lacking an America Movil subsidiary more »
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Beware of Bureaucrats Bearing Reports – Debunking the OECD’s Bunk
By Nick Slepko - December 31, 2012 | Tickers: AMX, T, IRDM, MSFT, VZ
While investors know that official publications like the US jobs reports are often completely inaccurate documents which have totally degraded into short-term political tools, people still seem to fall for them every time. Just as with a corporation’s annual reports, human beings also produce government ones, and in both cases observers should take legendary investor Jim Rogers and accounting watchdog Francine McKenna’s advice and compare what they read more »
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Emerging Chinese Aluminum and Copper Titans
By Nick Slepko - December 31, 2012 | Tickers: ACH, CHIM, COPX, JIXAY.PK, SHI
Prior to joining Global X Funds, Alex Ashby lived and traveled extensively throughout Asia. He currently manages a group of six ETFs covering the consumer, energy, financial, industrial, material, and technology sectors of the Chinese economy. The Global X China Materials ETF (NYSEMKT: CHIM) provides investors with exposure to materials companies in China and is designed to be a transparent, cost-efficient way to get access to the growing demand for more »
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Carlos Slim Better Than Buffett: Global Entrepreneur Yes, Local Monopolist Hardly
By Nick Slepko - December 31, 2012 | Tickers: AMX, BRK-B, GPOVY, TEF
Wrongly accused of being anti-competitive, the only monopoly the world’s richest man Carlos Slim has engineered is one on talent in Latin America – and while consumers are flocking to his enterprises for the savings, investors are reaping the rewards. Meanwhile, his political detractors use spurious calculations, opaque review processes, and unique definitions in the same way that new media companies and Chinese reverse mergers abuse accounting and other standards more »
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Apple is Not Always Emperor in China
By Nick Slepko - December 27, 2012 | Tickers: AAPL, ASIA, AMAP, IBM, ISS
Prior to joining Global X Funds, Alex Ashby lived and traveled extensively throughout Asia. He currently manages a group of six ETFs covering the consumer, energy, financial, industrial, material, and technology sectors of the Chinese economy. The Global X NASDAQ China Technology ETF (NASDAQ QQQC) provides investors with exposure to technology companies in China and is designed to be a transparent, cost-efficient way to get access to the country's more »
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The Future of Chinese Technology – Social Manufacturing?
By Nick Slepko - December 27, 2012 | Tickers: FXCNY, RENN, SMI, SINA, TCEHY.PK
Prior to joining Global X Funds, Alex Ashby lived and traveled extensively throughout Asia. He currently manages a group of six ETFs covering the consumer, energy, financial, industrial, material, and technology sectors of the Chinese economy. The Global X NASDAQ China Technology ETF (NASDAQ QQQC) provides investors with exposure to technology companies in China and is designed to be a transparent, cost-efficient way to get access to the country's more »
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Spies Like Us – Chinese Technology Sector Expanding
By Nick Slepko - December 27, 2012 | Tickers: T, BIDU, QQQC, LNVGY.PK, QIHU
Prior to joining Global X Funds, Alex Ashby lived and traveled extensively throughout Asia. He currently manages a group of six ETFs covering the consumer, energy, financial, industrial, material, and technology sectors of the Chinese economy. The Global X NASDAQ China Technology ETF (NASDAQ: QQQC) provides investors with exposure to technology companies in China and is designed to be a transparent, cost-efficient way to get access to the country's more »
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NYSE Makes the Most of Europe
By Nick Slepko - December 27, 2012 | Tickers: GETS, LNKD, MSFT, NYX, YELP
Scott Cutler is Executive Vice President and Head of Global Listings at NYSE Euronext (NYSE: NYX), and manages the NYSE’s relationship with over 2,100 companies in Asia and the Americas.
[continued from NYSE Steals NASDAQ’s Thunder, Asian Exchanges Emerging Challenge]
Slepko: What’s up with the Euronext side of things?
Cutler: We saw the gradual thawing of [the European] market this year with some notable transactions on more »
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NYSE Steals NASDAQ’s Thunder, Asian Exchanges Emerging Challenge
By Nick Slepko - December 27, 2012 | Tickers: FB, NDAQ, PANW, NOW, WDAY
Scott Cutler is Executive Vice President and Head of Global Listings at NYSE Euronext (NYSE NYX), and manages the NYSE’s relationship with over 2,100 companies in Asia and the Americas.
[continued from NYSE Continues to Be Strongest Global Exchange]
Slepko: Many have speculated that the disappointing and problematic IPO of Facebook (NASDAQ: FB) on the NASDAQ (NASDAQ: NDAQ) has hurt overall investor confidence in theUS this year. Is more »
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NYSE Continues to Be The Strongest Global Exchange
By Nick Slepko - December 27, 2012 | Tickers: INFY, LSE, NYX, AMTD, TEVA
Scott Cutler is Executive Vice President and Head of Global Listings at NYSE Euronext (NYSE: NYX), where he is responsible for managing the exchange’s relationship with over 2,100 companies listed at the NYSE from the United States, Canada, Latin America, and Asia, as well as over 2,000 companies listed at Euronext in the European domestic markets. By attracting new listings and overseeing IPOs he has contributed to more »
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A Billion Waiting to Be Served
By Nick Slepko - December 24, 2012 | Tickers: BIDU, LFC, HSC, IDCBY.PK, PNGAY.PK
Prior to joining Global X Funds, Alex Ashby lived and traveled extensively throughout Asia. He currently manages a group of six ETFs covering the consumer, energy, financial, industrial, material, and technology sectors of the Chinese economy. The Global X China Financials ETF (NYSEMKT CHIX) provides investors with exposure to financial companies in China and is designed to be a transparent, cost-efficient way to get access to the growing demand for more »
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NYSE Has the Bell, But OTC Has the Mojo
By Nick Slepko - December 24, 2012 | Tickers: LNKD, NDAQ, NYX, OTCM, BK
R. Cromwell Coulson is President, CEO, and a Director of OTC Markets Group (OTCQX:OTCM)(NASDAQOTH: OTCM)[traded on OTCQX] which operates marketplaces for securities with a current combined market capitalization exceeding USD 13 trillion (more than twice the size of NASDAQ, and only a few trillion shy of the NYSE).
[continued from OTC Offers Chance for Redemption – And Asks Motleys, “What the Fool?”]
Nick Slepko: What’s the difference more »