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The Notepad - Tuesday, March 9th, 2021
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Finance and Thoughts by Ivan Struk

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Tag: investing

Emerging Markets, Creative Destruction, and Moral Hazard

by Ivan Struk on May 2, 2020May 2, 2020

As the world attempts to appraise the extent of economic damage caused by the outbreak of COVID-19 we attempt to identify several forces that may lead to a further upset within emerging market equities, as…

Rebalancing For Opportunity Cost: Contrarian ETF Strategies

by Ivan Struk on March 17, 2019May 2, 2020

Summary Risk premiums are improving in emerging markets while assets trade at bargain prices. Globalisation is pushing financial infrastructure development and creating more investable equity opportunities across emerging markets, resulting in more IPOs across the…

Turkey: the Investors and the Government

by Ivan Struk on July 22, 2018May 2, 2020

It’s no secret that it has been a shaky year for emerging economies. The staple emerging economies of Brazil, China, and South Korea, have all posted largely underwhelming performance, with Turkey being no exception. Several…

Broad Emerging Market ETFs – More Risk – Less Return

by Ivan Struk on June 30, 2018May 2, 2020

Emerging Markets Di-worsification In the search for portfolio diversification many investors like to shift their exposure outside of their domestic market. Financial planners have always talked about how owning too much of your own employer’s…

Contrarian Investors Eye FAANG’s Netflix

by Ivan Struk on June 17, 2018May 2, 2020

When it comes to investing in capital markets institutional and retail (individual) investors usually have contrasting opinions.  Institutional investors claim superiority in “beating the markets” by talking about their models, investment theses backed by complex…

The Viability of Gene-Therapy Investing

by Ivan Struk on May 27, 2018May 2, 2020

The pharmaceutical industry in some ways can be seen as rather cyclical. New diseases are discovered, new cures are discovered, the cures are patented, the drugs are sold, the profits go up, the patents expire,…

Visa ($V) or Mastercard ($MA) ?

by Ivan Struk on May 18, 2018May 2, 2020

Sure, there’s nothing like a crisp $ 100 bill, but at the end of the day it has to all go digital. The last couple of years have prompted lot’s of discussion about cryptocurrency used…

Emerging Markets Private Equity and Venture Capital

by Ivan Struk on May 4, 2018May 2, 2020

When developed markets become over-saturated many institutional investors turn their attention towards emerging markets. International exchanges host a myriad of companies that may seem completely alien to most investors, however the bulk of the regional business…

Russian Stocks Amid Sanctions – Should Investors Turn to Yandex?

by Ivan Struk on April 17, 2018May 2, 2020

Overview The Moscow Stock Exchange (MOEX) has historically shown a propensity to fluctuate heavily while under pressure. Whether sanctions, inflation, or politics is concerned – the exchange and its traded assets tend to be very…

Tesla – Bears Could Cover at the Bottom

by Ivan Struk on March 28, 2018May 2, 2020

Tesla has a been a hot topic company over the last couple of years, praised for bringing revolutionary change to the automotive sector with their sleek cars, sexy marketing, and glorified CEO – Elon Musk….

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