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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