Section
China, India & Asia
31 posts
Trump and Asia: Now the Good News
by Stuart Rae, Rajeev Eyunni, AllianceBernstein With Donald Trump about to be sworn in as US president, markets…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Asian markets: Is global growth the trump card?
Asian markets: Is global growth the trump card? by Brent Bates, Senior Portfolio Manager, Invesco In Asia ex-Japan,…
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…
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations…
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…
Is Asian Turbulence a Win for China?
by Anthony Chan, AllianceBernstein While this week’s sell-off in Asian currency and bond markets does not, as yet,…
China and the Outlook for Financial Crises
China’s elevated and rising debt levels appear to be one of the largest risks to the global economy…
David Winters (Wintergreen): Investment Outlook (July 19, 2013)
David Winters: Investing Luxury Goods at Bargain Prices in the 'HENRYs' Emerging markets have substantially underperformed the U.S.…
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…
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…
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…
Emerging Markets Radar (July 1, 2013)
Emerging Markets Radar (July 1, 2013) Strengths The Russian ruble fared well relative to the emerging market currency…
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…
A Look at the Emerging Markets Asset Class
One area of the global equity markets that has experienced a significant correction this year is the emerging…
Why Don’t Investors Understand Emerging Markets?
by Tassos Stassopoulos, AllianceBernstein Big is not necessarily beautiful when it comes to forecasting emerging markets. In fact,…
