Section
Latin America
20 posts
Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths Chinaās mid-December Central Economic Work Conference closed today. The government believes…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations…
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…
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…
