Out Fox The $treet

After a very cool summer in the markets, emerging market equities appear ready to emerge from the depths of massive losses for a warm winter. Inflation fears pushed investors away from the fast growing sector in droves in 2011, but now that inflation has begun easing now might be the time to return to the sector. Almost all of the emerging markets are down for the year, especially the leading BRIC markets. These inflation fears were somewhat misplaced since they were based on year over year comparisons of very volatile commodities. For example, copper prices soared to $4.6/lb in February which was a lot higher than in 2010, but only slightly higher than the peak back in 2008. Is that really inflation especially rampant inflation? Read the full article at Seeking Alpha. Disclosure: Long IBN. Please review the disclaimer page for more details. 

ChinaCache Internaitonal (CCIH) hasn't gotten alot of attention on the IPO circuit due to its history of losses. Ironically though this mostly ignored IPO priced above the expected $10-12 range Thursday night at $13.90 showing significant demand. Not to mention they upped the shares by roughly 10% as well. On Friday the stock soared some 100% on the opening and now trades at $28 around noon time after reaching a high of $30.70. Whats unsettling about the IPO system is the lack of access to these IPOs by the small investors. CCIH sellers should not have been stuck with only receiving $13.9 with so much demand. Not to mention that modern technology fully would allow the market to give all investors access to IPOs. It's just not a level playing field for a big hedge fund or mutual fund to have made a 100% on the opening just because they are large. Guarantee plenty of investors including Stone Fox would've paid up to $15, 16, 17 or more to get this IPO at the opening. Its ti...