Section
Emerging Markets
418 posts
Emerging Markets Radar (May 20. 2014)
Emerging Markets Radar (May 20. 2014) Strengths Turkey's current account deficit (CAD) declined to $3.2 billion this March,…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Emerging Markets Radar (May 12, 2014)
Emerging Markets Radar (May 12, 2014) Strengths The latest Greek unemployment reading provides more evidence that suggests the…
Albania's Fertile Grounds for Oil Opportunities
Albania's Fertile Grounds for Oil Opportunities By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors May…
Emerging Markets Radar (May 5, 2014)
Emerging Markets Radar (May 5, 2014) Strengths click to enlarge European Union (EU) membership has expanded the export…
China Holds the Keys to the Gold Market
China Holds the Keys to the Gold Market By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Emerging Markets Radar (April 29, 2014)
Emerging Markets Radar (April 29, 2014) Strengths A report by Erste Group shows European Union (EU) membership has…
Emerging Markets Radar (April 21, 2014)
Emerging Markets Radar (April 21, 2014) Strengths In Indonesia, despite lower-than-expected election results for leading presidential candidate Joko…
Emerging Markets Radar (April 14, 2014)
Emerging Markets Radar (April 14, 2014) Strengths Emerging market equity funds recorded the highest inflows in more than…
Emerging Markets Radar (April 7, 2014)
Emerging Markets Radar (April 7, 2014) Strengths After reporting cumulative outflows of $51.2 billion, or -6.6 percent of…
Beyond the Emerging Middle Class
by Tassos Stassopoulos, AllianceBernstein For many years, the rise of the middle class in emerging markets has captivated…
Why Chinese Stocks May Still Make Sense Over the Long Run
Many investors have been concerned about the Chinese market lately and are asking Russ whether they should abandon…
What Happens After The Low-Hanging Fruit Has Been Picked?
by Charles Hugh-Smith of OfTwoMinds blog, Right now China is at the top of the S-Curve, and the…
Emerging Markets Radar (March 31, 2014)
Emerging Markets Radar (March 31, 2014) Strengths With the Greek economy expected to grow by 1.1 percent this…
A Commodity Story
by Market Anthropology On a relative performance basis we continue to find a discretely transitioning market environment, led…
Emerging Markets Are Attractive, and Under-Invested
Chart 1: Fund managers are extremely underweight Emerging Markets Source: Short Side of Long In the recent Merrill…
