Cổ phiếu của các thị trường mới nổi tăng mạnh nhờ kế hoạch của OBAMA, xoá sạch thua lỗ từ đầu năm 20

Cổ phiếu của các thị trường mới nổi tăng mạnh nhờ kế hoạch của OBAMA, xoá sạch thua lỗ từ đầu năm 2009 đến gi

Tóm tắt nội dung bài này nhé:

Tất cả các thị trường mới nổi tăng mạnh trong thời gian qua nhờ những chính sách kinh tế của OBAMA, phần thua lỗ từ đầu năm 2009 đến giờ đã được bù đắp hoàn toàn nhờ đợt tăng lần này. Cổ phiếu hiện tại được đánh giá là siêu rẻ "dirt cheap" và mở ra cơ hội ngàn vàng cho giới đầu tư. Đến thời điểm hiện tại thì rất khó để có thể tiếp tục bi quan về thị trường.

Hờ hờ, có lẽ là nó chưa tính đến Việt Nam rồi, tất cả các thị trường mới nổi tăng điểm trừ Việt Nam. Đến bao giờ TTCK VN mới xoá được mức lỗ từ đầu 2009 và quay về 320 đây?

http://www.bloomberg.com/apps/news?pid=20601087&sid=aJbXFvsjlAeU&refer=home

Emerging-Market Stocks Soar on Obama Plan, Wiping Out 2009 Loss
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By Michael Patterson

March 23 (Bloomberg) -- Emerging-market stocks climbed the most in almost two weeks, erasing losses for 2009, on speculation U.S. efforts to jumpstart lending will pull the global economy out of its first recession since World War II.

ICICI Bank Ltd., India?Ts second-largest lender, jumped 7.4 percent as the U.S. prepared to announce details of a plan today to buy as much as $1 trillion of troubled assets. OAO Lukoil rose to the highest since October as crude gained and Citigroup Inc. advised clients to buy the nation?Ts stocks. China shares advanced for a sixth day, the longest winning stretch in more than 17 months, as SAIC Motor Co. added 5.4 percent.

The MSCI Emerging Markets Index climbed 3.4 percent to 571.47 at 11:32 a.m. in London, putting the index on course for the first 2009 gain since Jan. 9. The benchmark for equities in 23 developing nations tumbled 54 percent last year and lost as much as 16 percent this year on concern a global economic contraction would erode earnings.

?oStocks are building a base for the next bull market,? Mark Mobius, who oversees about $20 billion of emerging-market assets at San Mateo, California-based Templeton Asset Management Ltd., said in an interview on Bloomberg Television today. ?oWe?Tre finding bargains in every country.?

March Rally

The MSCI benchmark has rallied 15 percent in March, headed for the biggest monthly gain since December 1993, on speculation China?Ts 4 trillion-yuan ($586 billion) stimulus plan will boost demand for commodities and as the biggest U.S. banks said they were profitable in January and February following $1.2 trillion in writedowns worldwide.

U.S. Treasury Secretary Timothy Geithner is expected to unveil the Public Private Investment Program today, expanding a $700 billion rescue of the financial system by relying on private investors to buy the troubled assets clogging banks?T balance sheets.

U.S. index futures advanced, and shares in western Europe and Japan climbed, pushing the MSCI World Index of equities in developed countries to a 1.3 percent gain. The gauge is still down 13 percent in 2009.

Financial shares led the rally in emerging markets, rising 4.4 percent as a group. ICICI climbed the most in a week, helping send India?Ts Bombay Stock Exchange Sensitive Index to a one-month high. Erste Group Bank AG rose 12 percent, leading gains in the Czech Republic?Ts PX Index. Bank Pekao SA added 3.2 percent as Poland?Ts WIG20 index advanced 2.4 percent.

?~Dirt Cheap?T

Russia?Ts Micex index rallied 5.4 percent, the top gain among emerging markets worldwide, as oil climbed to the highest in almost four months and Citigroup strategist Andrew Howell raised his rating on the country?Ts stocks to ?ooverweight,? meaning investors should hold more of the shares than are represented in benchmark indexes. Howell cited ?odirt cheap? valuations and this year?Ts rally in oil for the upgrade.

The Shanghai Composite Index advanced 2 percent to the highest level since Feb. 17. SAIC Motor, China?Ts biggest domestic automaker, and Baoshan Iron & Steel Co. rose on the government?Ts plan to encourage steelmakers and car manufacturers to take over smaller rivals.

All 17 emerging-market stock benchmarks that were open for trading except Morocco?Ts Madex Index rose today. Taiwan?Ts Taiex index added 3.3 percent, South Africa?Ts FTSE/JSE Africa All Share Index rose 2.8 percent and Egypt?Ts EGX30 Index increased 2.1 percent.

Twelve of the 23 emerging markets tracked by MSCI posted gains in 2009, led by a 35 percent rally in the Micex index and a 28 percent gain in the Shanghai index. The WIG20 index lost 14 percent and Mexico?Ts Bolsa index retreated 13 percent for the steepest retreats. Norway?Ts OBX index is the only developed- market benchmark to post a gain this year, up 3.4 percent.

?~Opportunity?T

Emerging markets are in ?obetter shape? than developed economies, according to Mobius. Templeton is looking for companies that are ?ocash-rich,? have low debt and higher dividend yields, or those that can invest for future growth yet have cash left to pay shareholders, he said.

?oYou have to be careful not to miss the opportunity,? Mobius said. ?oWith all the negative news, there is a tendency to hold back.?

Mobius correctly predicted in December that emerging markets will rebound before developed nations. In 1999, he was voted among the ?oTop Ten Money Managers of the 20th Century? in a survey by the Carson Group, and in 2006 he was included in the ?oTop 100 Most Powerful and Influential People? by Asiamoney magazine.

To contact the reporters on this story: Michael Patterson in London at mpatterson10@bloomberg.net;

Last Updated: March 23, 2009 07:36 EDT