BRIC

BRIC

Brazil BRIC China Emerging Markets Insight Latin America Markets Outlook

Deglobalization Redraws the Investment Map

by Hayden Briscoe, AllianceBernstein Divergence between economies and financial markets has been a key macroeconomic trend over the last few years, and reflects ...
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Pay Attention To Stock Markets Of China & Russia

by The Short Side of Long Usually at the end of every month I summarise sentiment of major asset classes via a newsletter ...
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Emerging Markets Radar (December 30, 2013)

Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the eurozone’s manufacturing sector was at ...
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A Surprising Way to Participate in Today’s Tech Boom

A Surprising Way to Participate in Today’s Tech Boom By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors December 20, 2013 ...
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Emerging 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 ...
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Madness... And Sanity

by Tim Price via Sovereign Man blog, “In investing, what is comfortable is rarely profitable.” — Robert Arnott Valuations still matter. Assuming that ...
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BRIC Emerging Markets Markets Outlook Radar

Emerging Markets Radar (November 18, 2013)

Emerging Markets Radar (November 18, 2013) Strengths Romanian GDP is growing at the fastest pace in two years, with third quarter GDP posting ...
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Emerging Markets Radar (November 11, 2013)

Emerging Markets Radar (November 11, 2013) Strengths Poland left its main interest rate unchanged at a record low to spur a quicker recovery ...
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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 ...
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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 ...
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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. ...
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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 ...
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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 ...
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Asian Market Risks Now Skewed To The Downside

A steady rise in leverage in recent years means Corporate Asia now has the most leveraged balance sheets globally. As Morgan Stanley's Viktor ...
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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 ...
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