Gulf States Weather The Emerging Market Storm

Capital outflows from the Gulf states have reached around $780m (£484.7m, €614.5m) since May last year, far less than the amount of money that has left other emerging markets, according to a new report by the International Monetary Fund.

http://tinyurl.com/lmda3j2

Emerging Market Currencies Higher on Global Turmoil

Some emerging-market currencies pushed higher on Wednesday as investors bet that renewed tremors in global markets would delay a rise in U.S. interest rates.  Stocks and bonds in the developing world have been rattled in recent weeks as money managers expected that a recovering U.S. economy would push the Federal Reserve to raise interest rates next year. Higher U.S. rates create an incentive for investors to cash out of emerging markets in search of the higher returns promised by dollar-denominated assets.

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Emerging Markets: Where to Go, What to Avoid

This year has been something of a roller-coaster ride for the emerging markets, but one of the most renowned investing minds says it’s time to hop on the ride. Burton Malkiel, professor emeritus at Princeton University and author of A Random Walk Down Wall Street, argues that U.S. stocks are pricey, and that emerging markets offer higher long-term returns. He points to the CAPE ratio, popularized by economist Robert Shiller, which averages 10 years’ worth of earnings adjusted for inflation, instead of the more common price/earnings ratio. (CAPE is an acronym for cyclically adjusted PE.)

http://tinyurl.com/qha6pmg

BlackBerry Needs To Focus More On Emerging Markets

BlackBerry looks ready to increase the pace in its turnaround - the company has launched its new handset, Passport, and the recent earnings announcement has also impressed. BlackBerry has been able to register gross profit from its handsets segment for the first time in the last five quarters. Although the management is focused on making this company into a services provider only; handsets business remains vital to the overall operations of the company as a major portion of its services business is dependent on the sales of handsets.

http://tinyurl.com/lgun5z9