Emerging Market Stocks Rise as Energy Producers, Banks Lead Gain

Emerging-market stocks headed for the biggest four-day gain in 15 months, led by energy and financial companies, as investors bet oil prices are stabilizing and China will step up measures to support economic growth. Russia’s ruble rose for a second day.  VTB Bank jumped to the highest price since July 2012 in Moscow after saying it’s financing a $283 million copper-mill project in Armenia. Shares in Dubai and Nigeria rose for a third day. Cnooc Ltd. and PetroChina Co. climbed more than 4 percent, while Bank of China Ltd. led mainland shares traded in Hong Kong to the largest gain in two weeks. The ruble gained 6.9 percent versus the dollar.

http://tinyurl.com/ovracty

Emerging Markets Poised to Outperform in 2015

In 2015, we believe ongoing economic reform in many emerging markets could positively influence economic growth trends and corporate profitability. Stock valuations at a discount to those of developed markets do not accurately reflect the potential of emerging markets.  High economic growth rates will remain a key attraction of many emerging markets. Even with major economies like Brazil and Russia slowing down, overall growth in emerging markets during 2015 is expected to be comfortably in excess of that achieved by developed markets, with China and India likely to drive the Asian region to particularly strong growth.

http://tinyurl.com/q3oqyrr

Emerging Markets Drive Satellite Growth

Emerging markets hold the key to subscription and revenue growth in satellite pay-television. Subscriptions to satellite television services reached 196 million homes in 2013 and revenues passed $97 billion, as reported by Euroconsult. Emerging markets now account for 60% of global subscribers and nearly all growth in subscriptions to satellite television.

http://tinyurl.com/kmkf9a6

For Investors, India Remains Favorite Emerging Market

Kudos to new prime minister Narendra Modi. Thanks to him and Reserve Bank of India chairman Raghuram Rajan, India is the global fund managers favorite emerging market.  Despite a temporary bump in its growth trajectory, London-based investment firm Schroders says India is the best of the big emerging markets for investors.

http://tinyurl.com/l8kmfb5