Monday, January 25, 2016

Why Money Has Suddenly Started Flowing Out of Emerging Markets

In the latest weird economic news, something is happening in international capital flows that we haven't seen since the late 1980s. Emerging markets, which have seen money flowing into their economies for years, suddenly saw those flows reverse — and reverse massively — in 2015. On net, $111 billion flowed out of the emerging markets in 2014. But the latest numbers from the Institute for International Finance peg the outflow in 2015 at a whopping $735 billion.

http://tinyurl.com/hp8byk3

Monday, January 18, 2016

Have the BRICs Hit a Wall? The Next Emerging Markets

Which countries are poised to become the next high-growth developing markets?  Until recently, when people talked about “emerging markets,” they were referring to the BRIC economies: Brazil, Russia, India and China. Undeniably, these countries have changed the face of global business over the past 20 years. Yet lately, the BRICs have been crumbling a bit, sparking many reports about their lackluster performance.

Monday, January 11, 2016

India Has Defied the Emerging Market Slump

You know a country has it good when the worst news to emerge in the last year is a warning that economic growth could slow — to 7 percent.  Such is the situation in India, which is enjoying a remarkable combination of good luck and fundamental strengths that include a popular prime minister in the form of recently elected Narendra Modi, a growing consumer market and its emerging market cohorts in Brazil, Russia and China (BRICs) faltering in a way that has unsettled investors around the globe.

Monday, January 4, 2016

Is It Time to Get Back Into Emerging Markets?

Mark Matthews, head of Asian research at Bank Julius Baer, discusses Asian markets, China's latest PMI figures and where he sees opportunity. He speaks to Bloomberg's Haidi Lun on "First Up."

http://tinyurl.com/jv67co2

Friday, January 1, 2016

3 Reasons Emerging Markets Set to Rebound in 2016

China's slowdown, a commodity crash, corrupt governments, ISIS threats, the strong dollar, a Fed rate hike... the list goes on.  It was the worst year for developing economies -- such as Mexico and Turkey -- since the global financial crisis in 2009. But after five years of declining growth, it appears this broad group of countries has hit 

bottom and will start to make a comeback next year.