Section
China, India & Asia
28 posts
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,…
China is World's Largest Energy Consumer
World consumption of energy has increased 5.6 percent in 2010, according to BP’s Statistical Review of World Energy. This is the largest increase since 1973, which happened to be a memorable year in energy history. At the time, the U.S. was by fa...
