Clik here to view.
Emerging Markets Radar (June 17, 2013)
Emerging Markets Radar (June 17, 2013) Strengths click to enlarge The rise in U.S. government bond yields that has threatened to reverse fund inflows into emerging markets is likely to prove as a red...
View ArticleClik here to view.
Checking in on June’s Asset Class Performance (Bespoke)
by Bespoke Investment Group Below is a final look at the performance of various asset classes in the first half of 2013. Performance numbers are for the various US-listed ETFs that cover that asset...
View ArticleEmerging Markets Radar (July 1, 2013)
Emerging Markets Radar (July 1, 2013) Strengths The Russian ruble fared well relative to the emerging market currency sell-off, as oil was unaffected by the risk-off environment that ensued after...
View ArticleClik here to view.
Is There Life After BRICs for Emerging Market Investors?
by Sammy Suzuki, AllianceBernstein For more than a decade, Brazil, Russia, India and China have dominated the landscape in emerging markets. But as the BRICs-driven commodities boom wanes, investors...
View ArticleClik here to view.
Charting the Decline of the BRICs Components
by Vix and More U.S. stocks are mostly green in today’s session, though there is a good deal of red in global stocks, notably in emerging markets, where the popular EEM emerging markets ETF is down...
View ArticleClik here to view.
Emerging Markets Radar (July 8, 2013)
Emerging Markets Radar (July 8, 2013) Strengths click to enlarge Poland’s purchasing managers’ index (PMI) rose to 49.3 in June, up from 48.0 in May. This is the second-highest result in the current...
View ArticleClik here to view.
Currency Lessons: Think a Sinking Currency is Always Good For Manufacturers?
Currency Lessons Brazil learned a currency lesson first, now India. Is Australia next? Japan? The lesson I am talking about is the widely held misconception that a sinking currency will make...
View ArticleClik here to view.
Why Emerging Markets FX Has Further To Fall
The current external environment and consequence of past policies are limiting options for EM nations (most specifically Indonesia and India). Citi believes the best they can do now is to smooth the...
View ArticleClik here to view.
Emerging Markets Radar (September 9, 2013)
Emerging Markets Radar (September 9, 2013) Strengths China’s August PMI was 51.0 versus market expectation of 50.6, showing expansionary industrial activities in China. By adding daily power output...
View ArticleClik here to view.
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Investments Blog Since the Fed first signaled its intent to taper last May, emerging market assets – both stocks and bonds – have spent most of the last five months under...
View ArticleClik here to view.
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations appear to be on a healthy trajectory relative to the emerging market universe. The...
View ArticleClik here to view.
How Brazil’s Middle Class Dream Became A Debt-Fuelled Nightmare
Quick: which BRIC nation has the highest consumer loan default rate? If you said China, India or Russia, you are wrong. Actually, if you said China you are probably right, but since absolutely all...
View ArticleEmerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes that economic growth will stabilize and improve,...
View ArticleBrazilian Equities Begin to Show Signs of Recovering
This content is password protected. To view it please enter your password below: Password:
View ArticleDeglobalization Redraws the Investment Map
This content is password protected. To view it please enter your password below: Password:
View ArticleClik here to view.
The Great Emerging-Market Bubble
The Great Emerging-Market Bubble by Bill Emmot, Project Syndicate LONDON – Something has gone badly wrong in the emerging economies that were supposed to be shaping, even dominating, the future of the...
View ArticleClik here to view.
Brazil's Stock Market has had a Miserable Five Years
Brazil's Stock Market has had a Miserable Five Years by Tiho Brkan, The Short Side of Long Source: Short Side of Long Unless you’ve been living in a cave, it shouldn’t be a surprise to any of us that...
View ArticleClik here to view.
Downgrade Points to Continued Brazil Underperformance
Downgrade Points to Continued Brazil Underperformance (from my colleague Dr. Win Thin) Today’s Fitch downgrade is a stark reminder that Brazil continues to suffer from a toxic mix of high inflation,...
View ArticleClik here to view.
Old Skool Mean Reversion
Old Skool Mean Reversion by Joshua Brown, The Reformed Broker Did crude bottom? Is there a massive short squeeze underway? Yes and yes? Maybe and yes? I don’t know, but whatever is going on, it sure...
View ArticleClik here to view.
SIA Weekly: Brazil Turnaround?
SIA Weekly: Brazil Turnaround? by SIACharts.com For this week's SIA Equity Leaders Weekly, we are going to look at two Brazil based ETFs: one within the SIA International Equity Emerging Markets...
View Article
