Section
BRIC
25 posts
Five Reasons the Run in Emerging Markets Could Continue
LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings, and AI-driven growth.
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Growing List—and Politicization—of BRICS and Friends
by Quincy Krosby, PhD, Chief Global Strategist, LPL Financial The BRIC acronym, without the “S,” was introduced in…
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
The Myth of De-Dollarization
In his article, "The De-Dollarization Fairytale," Alfonso Peccatiello explores the global financial system's reliance on the US Dollar…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
5 reasons why EM equities could power ahead in 2021
by Kent Chan, Victor Kohn, F. Chapman Taylor, Capital Group Has the tide finally turned for emerging markets…
A look at recent strength in the larger BRIC markets, resurgence in the Semiconductor sector
As we move deeper into 2019, the increasing strength and breadth of the current stock market rebound is…
Deglobalization Redraws the Investment Map
by Hayden Briscoe, AllianceBernstein Divergence between economies and financial markets has been a key macroeconomic trend over the…
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…
Emerging Markets Radar (December 30, 2013)
Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the…
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.…
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…
Madness... And Sanity
by Tim Price via Sovereign Man blog, “In investing, what is comfortable is rarely profitable.” — Robert Arnott…
Emerging Markets Radar (November 18, 2013)
Emerging Markets Radar (November 18, 2013) Strengths Romanian GDP is growing at the fastest pace in two years,…
Emerging Markets Radar (November 11, 2013)
Emerging Markets Radar (November 11, 2013) Strengths Poland left its main interest rate unchanged at a record low…