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QE-maybe: Middle East shares rise on QE3 speculation

By Emerging Money August 27, 2012, 11:00:12 AM EDT

The US Federal Reserve released its much anticipated minutes Wednesday last week, with the upshot that if the economy did not improve then a third round of quantitative easing (QE3) was possible. In the recent past such news was enough to send U.S. stocks higher, but the S&P 500, Dow Jones Industrial Average, and tech-heavy NASDAQ all closed lower for the week. The Middle East was a different story.

[caption id="attachment_70084" align="alignright" width="300" caption="The Kuwait stock exchange"] Image courtesy Divya Thakur: http://www.flickr.com/photos/divya_/ [/caption]

Speculation and theorizing aplenty failed to deliver a unanimous conclusion, but it seems another round of QE will not make much of a difference to the economy, or to stocks in the U.S.

Overseas is a different story. Stocks in Saudi Arabia's Tadawul All Share Index -- the biggest stock market in the Arab world -- rose to a three-month high on the same news. Apparently US stimulus is more stimulative these days in the Middle East. The index gained 1.4% to 7,104.48, the highest close since May, and has increased 11% this year. Some analysts surmise that the prospect of additional stimulus and persistent crude prices will continue to lift stock prices in the Middle East.

While many voting members of the Federal Reserve Board support additional easing, the if and when questions persist. Chairman Ben Bernanke's next stop is Jackson Hole, Wyoming, and speculation will now focus on his speech to be delivered there on August 31.

Despite positive stock market performance in the Middle East, the performance of ETFs focused on the region was not as good. The Market Vectors Gulf States Index ETF ( MES , quote ) was down for the week, as illustrated below.

But the long term chart looks more promising. The four-year view seen below exhibits a clear and lengthy consolidation period starting in 2009. This consolidation became much more specific over the last year and a half. As the range narrows the likelihood of a breakout in one direction or the other increases, and share price seems targeted to about $20 per share.

Compared to the S&P 500 however, MES has been lagging significantly. If additional U.S. stimulus does help, and if it does actually materialize, then the breakout may very well be to the upside. And there is a lot of room to the upside.

Another ETF with Middle East exposure is PMNA, the Powershares MENA Frontier Countries Portfolio ( PMNA , quote ). PMNA is more broadly diversified than MES (MENA stands for Middle East North Africa), which may account for it having performed better last week. It too was down for the week but far less than MES was.

The longer term view is more similar to MES, and the ETF also appears to be coming to the end of a consolidation period.

However when charted against the S&P 500 PMNA looks like it has lagged the U.S. stock index more so than MES. This is an interesting dichotomy.

The short term (one week) performance of MES is superior to PMNA, but the longer term (four years) is not.  This can be attributed to the randomness of returns, especially over the short term. Investors reading about positive stock market performance in a country or region must be aware that such performance does not always translate to positive performance in an ETF focused on that region (as with a single stock from a sector).

Very short term performance can defy logic and is largely unpredictable. However, observation of short term returns is necessary. For emerging market investors utilizing ETFs such as these, it is best to know what the short term looks like, but to focus on the long term.




The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, International, Stocks

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