Time to Buy Emerging Market Debt

Seventeen straight weeks of outflows from emerging-market bond funds have created both more-rational sentiment and decent valuations. Investors can feel safe jumping back on board.

http://tinyurl.com/qh7etwr

Best 'Unstable, Uncoordinated' Emerging Market

Investor sentiment toward emerging markets has always been fickle. While emerging markets were the darling of investors after the global financial crisis, they now appear to be in retreat taking with them the currencies of South Africa, India, Brazil and Russia, which have respectively depreciated this year by 16 percent, 11.5 percent, 10.5 percent, and 4.5 percent.

http://tinyurl.com/prlxg5q

Can Amazon Crack An Emerging Market?

In just three months, MirchiMart, a Delhi-based online retailer of mobile phones, has seen its business jump by 50%. In the same period, another electronics retailer Universal, which runs 500 stores in South India, has shipped tablets and smartphones to every state and union territory in India. 

http://tinyurl.com/krseq8t

Emerging Markets Cheerleader Stays Loyal

One of the biggest emerging market fund managers is doing what investors do best: sticking up for their asset class. Emerging stock markets and currencies have been walloped in recent months as it seemed that the easy money era was about to end. And so far the U.S. Federal Reserve’s decision last week not to reel in stimulus has offered only mild support.

http://tinyurl.com/m8kfd46

LitBit Targets Emerging Markets

How do you bring the power of the Internet to underserved emerging markets? Google is floating balloons. Mark Zuckerberg and Facebook are focused on better mobile connectivity.  Scott Noteboom is taking a different approach: finding the right spots to deploy advanced Internet infrastructure that is energy-efficient and affordable. To pursue this mission, he’s giving up one of the best jobs in the data center industry.

http://tinyurl.com/p6qk5cq

Mexico: Wake Up to the Emerging Market

Have global investors been missing the emerging market right next door?  Since a paper in 2001 focused investors' attention on the BRICs—Brazil, Russia, India and China—those countries' stock markets, averaged out, have risen about 400 percent. Meanwhile, the exchange of the emerging market at America's doorstep has risen more than 650 percent.

http://tinyurl.com/m2qavsy

Emerging Markets Optimistic as Fed Tapering Is Pushed Back

A wave of relief swept across Asia, Europe and Africa on Thursday after the Federal Reserve decided to maintain its pace of monetary stimulus, as investors and governments concluded that the financial environment for emerging markets would be less harsh than expected in coming months.

http://tinyurl.com/pgxfr32

Emerging Markets Lead Asia Rally

Stocks and currencies in emerging markets led an Asian rally Thursday following a surprise decision by the US Federal Reserve to keep its massive stimulus program intact.

http://tinyurl.com/kf4wkgd

Investors See Best Value in Emerging Markets

Investor bullishness towards European equities has reached pre-crisis highs as markets digest the emerging market sell-off, even as they see best value in emerging markets (EMs) in almost a decade, according to the BofA Merrill Lynch Fund Manager Survey for September.

http://tinyurl.com/nu63zeq

Emerging Markets Had A Huge Day

Markets are rallying around the world, and some emerging markets are looking particularly strong. Thailand's SET surged 2.5%.  Indonesia's Jakarta Composite jumped 2.6%.

http://tinyurl.com/nm965rs

Bank Lending to Emerging Markets Soars to Record

Banks increased lending in developing nations by the most on record in the first quarter, helping to double the share of interbank loans going to emerging markets, the Bank for International Settlements said.

http://tinyurl.com/lay9ep8

Dishwashers and Cars Can Save Emerging Markets

With India, China and Brazil all struggling recently to the maintain breakneck growth, many investors are giving up on the EMs altogether. Check out this Morgan Stanley chart which shows investors dumping emerging market bonds in recent months.

http://tinyurl.com/knmlg5d

Renault Boss Remains Upbeat on Emerging Markets

Carlos Ghosn, the chief executive of Renault SA and Nissan Motor Co., remains optimistic about the long-term prospects in emerging markets, where car sales have declined amid concern those economies are slowing down.

http://tinyurl.com/qdtduqf

Emerging Markets No Longer Submerged

Rumors of the death of emerging-markets investing may have been greatly exaggerated. Russia and South Africa—the latter in the spotlight until recently for the sharp fall in its currency—on Monday raised $9 billion in bonds between them. 

http://tinyurl.com/pxy3d4a

Apple To Unveil iPhone to Drive Emerging Market Sales

Apple Inc is expected to introduce a cheaper version of the iPhone on Tuesday, bringing one of the industry's costliest smartphones within reach of the masses in poorer emerging markets.

http://tinyurl.com/pxz8e8f

Emerging Markets Offer Best Opportunity in Decades

Popular emerging market funds have lost an average of 20pc of their value since March – and funds that target specific markets such as India have fared worse, losing a quarter of their value.

http://tinyurl.com/ptj38t7

Emerging Countries Seek to Unite at G-20 Summit

Leaders of major emerging economies, facing slower growth and volatile financial markets, sought to present a united front ahead of the G-20 summit here.  But can they make a forceful case for some action or a strong statement from the larger Group of 20 when the emerging countries themselves don't share the same level of concern?

http://tinyurl.com/n8svctl

China Rejects Need for Emerging Markets Bailout

China said Thursday that there is currently no need to draw up bailout packages for emerging countries hit by capital outflows and currency devaluations, but urged rapid reforms of their economies.

http://tinyurl.com/k86djwm

Emerging Markets Are Bargains, Not Traps

Emerging stock markets, touted as the can’t-miss investments for the long term, have missed pretty badly during the long term that began six years ago. But now might be a good time for investors to target these developing countries

http://tinyurl.com/mdbw2og

Worst of Crisis Over for Asian Emerging Markets

The worst is over for Asian emerging markets after investors pulled billions of dollars last month on concern the U.S. Federal Reserve will start cutting back bond purchases, according to Nomura Holdings Inc. (8604)

http://tinyurl.com/q8f644p

China Stands Tall in Emerging eneMarket Rout

In the worst selloff for many emerging markets since the global financial crisis, China is standing out as an unlikely star performer.  Through Thursday, the benchmark Shanghai Composite index has jumped 5.2% this month, making Shanghai the top stock market in Asia. 

http://tinyurl.com/q7tbr22