I replied to questions from NA of New Mexico, being shared with you:

Writing as Global Investing‘s editor, you get the editorial we:
1) We do not focus particularly on emerging markets; we focus on anything from outside the USA which you can trade through a USA brokerage, meaning a) all  American Depositary Receipts (ADRs) b) Canadian stocks (which are never ADRs), c) yankee bonds, d) closed end and exchange traded funds invested principally outside the USA and e) foreign bank preferred shares.
We do not cover any mutual open-end funds. We do cover closed-end and exchange-traded funds invested in specific regions or countries. These are mostly regulated by the SEC or else by the Canadian, Dutch, or Singaporean regulators. We have no funds from outside those 4 jurisdictions.
As for the supposed risk of single stocks from emerging markets, most of the emerging market stocks we cover are listed ADRs which do meet SEC guidelines and regulations.
The exceptions are US-traded foreign stocks almost all from developed countries which have their own regulators and trade in the USA as pink sheet ADRs (with a ticker symbol ending in Y) or as cross-market traded shares (with a ticker symbol ending in F).
If it trades in the USA at all, a stock comapny has to provide consolidated accounts at least annually in English and in dollars with at least footnotes to bring its reports into conformity with US Generally Accepted Accounting Principals, and conform to US regulationss about a) shareholder protection against inside trading, b) material facts, c) conflicts of interest, d) options issued to staff, e) who does the audits, and stuff like that… .even if no money was raised by the ADR Y or the F entity in the USA.
And while it may sound like we are taking high risks, because people lie,  remember that Enron was US regulated. Lehman Brothers, Bear Stearns, Countrywide, REFCO, AIG, CA,  FNMA, Qualcomm, ditto. The list can go on and on. The SEC is not the only or the best regulator out there. I hope I am not shocking your delicate ears by saying this.
Occasionally we wind up having to buy on foreign markets usually because a writer gets over-enthusiastic about a foreign stock before making sure the ADR can be traded here; they can be dormant with no market maker. That is because we do not buy the shares ahead of our readership, to prevent front-running.
 

And here is my reply to CO new subscriber MD who asked which stocks in the model portfolio to buy:

I am a believer in diversification, so maybe I should say to buy the lot. But in fact we both know better. Historically, thanks to the purchase of heavy sold-off Telefonica de Argentina bonds in 2001-3, my best performance was in yield positions, not buy and hold.
Moreover as of last weekend, the speculative portfolio has returned to its historic position as more profitable than buy and hold, (after all, why one buys speculative stocks.)
But a starter should mainly be in buy and hold. Hark Hulbert’s and my portfolio charting does not include dividends which are more likely with buy and hold than speculations. (Refers to Hulbert’s Financial Digest which tracks newsletters’ performance.)
How you split it is up to you. It depends on your age and your tolerance for risk. I am not legally allowed to tell you how to allocate your holdings among the portfolios under SEC rules. If you have less than $50,000 to invest overseas, I highly advise starting with exchange-traded and closed-end funds.

 

    China upped interest rates both on savers and borrowers by a quarter percent today which impacted companies dependent on Chinese import growth. But there was a nice kicker for one of our shares. For more news from China, Korea, Switzerland, Belgium, Israel, Singapore, France, and Brazil. And a real piece of shocking news (related to a letter above) from Canada. We have a new buy today as well.