Wednesday, July 31, 2013

Most Emerging-Market Stocks Advance With Chinese Lenders

Most emerging-market stocks advanced as Chinese lenders gained after the central bank added money to the financial system. OAO Uralkali, the world’s largest potash producer, posted the biggest decline since 2008.

http://tinyurl.com/nzx92jy

Tuesday, July 30, 2013

Weak Home Builders are Good for Emerging Markets

I have noted in several of my most recent writings that we are seeing weak behavior in the home-builder stocks as of late, relative to the S&P 500, and warning that this may be an early sign that the biggest source of reflation may be about to slow down.

http://tinyurl.com/n3gsonj

Wednesday, July 24, 2013

Nokia Unveils Low-Priced Lumia Targeting Emerging Markets

Nokia Oyj, the mobile-device manufacturer striving to regain market share lost to Apple Inc. and Samsung Electronics Co., introduced a smartphone for its Lumia line targeted at developing economies.

http://tinyurl.com/l5es9fk

Tuesday, July 23, 2013

Emerging Markets And BRICs Are Beginning To Look Cheap

Investing in supposed ‘growth’ stories is often seen as the holy grail, yet often ends up an unholy mess. Growth most spectacularly failed as an investment concept with the implosion of the technology bubble. 

http://tinyurl.com/lf4pn6z

Monday, July 22, 2013

Facebook Feature Phone App for Emerging Markets Hits 100M Users


Facebook recently marketed itself as a powerful way for brands to reach consumers when people are on the move during summer, as usage via mobile is up 22 per cent in the UK and 18 per cent in the US.

http://tinyurl.com/lb3krl9

Friday, July 19, 2013

Time to Be Brave About Emerging Markets

Naysayers continue to sound warnings over slowdowns in China, Brazil and other developing economies. Given the relative underperformance in those countries' equity markets, we think it's precisely the time for longer-term investors to be brave and take advantage of the opportunities to get in at potentially rewarding levels.

http://tinyurl.com/mgkzr27

Thursday, July 18, 2013

Wednesday, July 17, 2013

Tuesday, July 16, 2013

Eye on Emerging Markets, Firm Invests in Start-Up


As the world awaited the next pope in March, Peter Bale, the vice president and general manager for digital at CNN International in London, wanted to know how Africans would react if the pope were from their continent.

http://tinyurl.com/l83lqhg

Monday, July 15, 2013

Emerging Market Rout Offers Bargains

The recent rout in emerging markets is enticing some investors to jump back in to search for cheap stocks, bonds and currencies. But the selloff is prompting these bargain hunters to be a lot pickier than in the past.

http://tinyurl.com/oeaa43f

Tuesday, July 9, 2013

Nissan Goes Back to Future With Datsun in Emerging Markets

New Delhi fashion designer Rebecca Nelson is the kind of customer Nissan Motor Co. aims to attract as it revives the Datsun brand: Someone on a budget looking to buy her first car. Problem is, she’s never heard the name.

http://tinyurl.com/lmunb4y

Monday, July 8, 2013

The Biggest Myth About Emerging Markets

File this one under “Much ado about nothing!”  As I pointed out on Friday, stocks in the most popular emerging markets are getting clobbered. Truthfully, the entire emerging markets space is taking it on the chin right now. 

http://tinyurl.com/n2xjszm

Friday, July 5, 2013

Get Ready to Buy Ugly, Cheap Emerging Markets

If, as the Wall Street adage goes, the time to buy is when blood runs in the streets, then investors should prepare, sadly, to start picking up emerging-markets stocks.

http://tinyurl.com/kjgbmqu

Thursday, July 4, 2013

Wednesday, July 3, 2013

Tuesday, July 2, 2013

Emerging Markets ‘Cheap Now’

Emerging-market currencies are still the best bet for investor returns amid growing doubts about the direction of monetary policy at the U.S. Federal Reserve, said EverBank Financial Corp. senior market strategist Chris Gaffney in an interview Friday.

http://tinyurl.com/lapq9sp

Monday, July 1, 2013