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Black Swan Risk Shifts to Emerging Markets: SocGen
SocGen is out with a lengthy report titled Global Economic Outlook: Looking under the hood of recovery. In the report there is an interesting tidbit on black swan risks. Below is an excerpt on that...
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Emerging Market Crisis Is End Of Story
Societe Generale has released a massive new report that advises investors on the medium term future of the markets. The report goes through the effects that Federal Reserve policy will happen all over...
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IIF sees drop in capital flows to emerging economies
IIF sees drop in capital flows to emerging economies (via AFP) Private capital flows to emerging economies are poised to slow significantly next year after taking a hit from US plans to taper monetary...
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EM Dividends Sensitive To Growth, Outperform Other Stocks
When tapering was first mentioned, there were almost immediate outflows from emerging markets as investors prepared for better opportunities in developed markets, and the defensive focus on dividends...
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Buttonwood Conference: Bubbles, TBTF, Japan, EM, CBs
Buttonwood notes by Elliot Turner. We also recently covered the IRA Sohn London Conference, the 2013 Invest For Kids Conference with notes from Leon Cooperman, Steve Eisman, Jeff Gundlach, Marc Lasry,...
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Any Way You Look At It Emerging Markets Are Cheap: Citi
Emerging markets have taken a beating the last few months. The valuation discount between emerging markets and developed markets is not only due to higher degree of cyclicality, but also due to various...
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John Authers With A Sober Look At Emerging Market Valuations
Published on Jan 30, 2014 It’s a risky time to be investing in emerging markets. John Authers looks for opportunities and finds that emerging market exporters and frontier markets might be underpriced...
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EM Outflows Just Getting Started: Societe Generale
Emerging market outflows are picking up speed as investments get redirected to Europe, primarily Spain and the UK, and leading indicators suggest that cumulative outflows since early 2013 could triple...
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Matthews Asia, Loomis: Follow John Templeton’s Advice For Emerging Markets
A discussion on the opportunities that still exist in emerging markets. Investors are fleeing them but this week’s guests, Teresa Kong of Matthews Asia and Peter Marber of Loomis, Sayles & Company...
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Why Emerging Market Fears are Overblown By Robert Huebscher
Why Emerging Market Fears are Overblown By Robert Huebscher February 18, 2014 Go to page 2, 3, 4, Next Simon Derrick is a managing director of BNY Mellon and is head of its markets strategy team. Simon...
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Why The EM Carry Trade Looks Vulnerable – GaveKal
Last year, post-taper tantrum, the story was all collapsing BRIC walls and emerging-market doom. This year the so-called “fragile five” – Brazil, India, Indonesia, Turkey, and South Africa – the...
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Emerging Markets Set-Up For Crisis As Global Earnings Stall
What’s on Your Radar Screen? Emerging Markets Are Set Up for a Crisis Who’s Competing with Whom? O Canada, Where Are You Headed? Thinking about Momentum The Rational Bear San Antonio, Washington DC,...
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The Train Wreck In Emerging Markets; Carry Trade Junkies
A Scary Story for Emerging Markets October 26, 2014 by John Mauldin of Mauldin Economics The EM Borrowing Bonanza Carry Trade Junkies Financial Repression Backfires Geneva, Atlanta, and New York The...
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Does Stock Picking Still Work in Emerging Markets?
Does Stock Picking Still Work in Emerging Markets? by Sammy Suzuki, AllianceBernstein Many things have changed in emerging markets (EMs) over the last two decades. Markets are more efficient than...
View ArticleChanging Policy Rates In Emerging Markets
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How Much Should We Invest In Emerging Markets – Burton Malkiel
How Much Should We Invest In Emerging Markets – Burton Malkiel One of the most enduring and perplexing behavioral biases in investing is called “The Home Country Bias.” Despite the availability of...
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China And Emerging Markets: Value Investing And Market Psychology
China And Emerging Markets Davidson” submits:...
View ArticleLazard “Tops” Asset Manager List; Emerging Market Exposure 34% Of AUM
Please login to view the rest of this article - Not subscribed? Get our adfree exclusive content for only a few dollars a month. It also helps us fund our operations so think of it as supporting...
View ArticleMatthews Asia, Loomis: Follow John Templeton’s Advice For Emerging Markets
A discussion on the opportunities that still exist in emerging markets. Investors are fleeing them but this week’s guests, Teresa Kong of Matthews Asia and Peter Marber of Loomis, Sayles & Company...
View ArticleWhy Emerging Market Fears are Overblown By Robert Huebscher
Why Emerging Market Fears are Overblown By Robert Huebscher February 18, 2014 Go to page 2, 3, 4, Next Simon Derrick is a managing director of BNY Mellon and is head of its markets strategy team. Simon...
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