Browsing Category
Russia
49 posts
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
October 7, 2020
Guy Haselmann: Odds and Ends
Odds and Ends by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM Fed • The Fed path to…
December 16, 2014
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…
September 3, 2014
Guy Haselmann: "The Putin Matryoshka Doll"
The Putin Matryoshka Doll by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · In a highly globalized…
August 7, 2014
Emerging Markets Radar (December 30, 2013)
Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the…
December 29, 2013
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.…
December 22, 2013
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…
December 16, 2013
Emerging Markets Radar (October 14, 2013)
Emerging Markets Radar (October 14, 2013) Strengths Indian automakers and consumer companies rose this week following the government’s…
October 14, 2013
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations…
October 6, 2013
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Blog Since the Fed first signaled its intent to taper last May, emerging market…
September 24, 2013
Russia is Tough to Love, Easier to Hate, Hard for Investors to Ignore. Here's Why
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Russian President Vladimir Putin created a stir…
September 14, 2013
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…
September 8, 2013
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…
July 8, 2013
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…
July 4, 2013