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Thematic Investment Report: Investing in Stock Markets of Commodity- and Copper-Exporting Countries

3/18/2018

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BOSTON, MA – 03/18/18 – Beyond Borders Investment Strategies, LLC (BBIS) announced today that Vitaly Veksler, the firm’s CEO and Portfolio Manager, has recently published a report that describes one of the major investment themes in the firm’s portfolios.  The paper is titled, “Investing in Stock Markets of Commodity- and Copper-Exporting Countries.”
 
Below is the first paragraph from the paper, “In this report, we will focus on translating global economic trends into a major investment theme in our firm’s portfolios: investing in single-country equity Exchange Traded Funds (ETFs) of commodity-exporting, and specifically, copper-exporting countries.  We will explain why copper is one of our favorite commodities and talk about countries that are likely to benefit from increases in the price of copper or even from a perception that these increases are likely.  Readers of the report will virtually travel with us around the world: from the copper mines of Chile and Peru to the copper smelters and warehouses in China, Arizona, and Utah. We will also visit the final consumers of the copper and other commodities in the United States, China and all the way along railroads, roads, ports and other infrastructure projects that are being built within the Chinese-led One Belt One Road initiative throughout Africa and Asia.  We will also consider risks to the global economic growth emanating from US monetary and fiscal policies as well as from the battlefields of Syrian multi-party civil war and from the tense standoff on the Korean peninsula.” 
 
To read the full report, please Click Here

Please let us know if you have questions about Beyond Borders Investment Strategies, LLC by sending a message to [email protected].
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    Vitaly Veksler

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