Monday, February 29, 2016

Argentina Is the Next Big Opportunity for Emerging Markets Investors

Although it is known for the tango, Argentina is familiar with another dance: the limbo.  Money managers have watched as the country has descended lower and lower in terms of its stature as an investment location.  But that may be changing. After a decade of failed economic policies, recessions, high inflation and defaults, Argentina's new president, Mauricio Macri, is remaking the country with bold strokes so that it is more investor-friendly.

Monday, February 15, 2016

Should You Invest in Emerging Markets Today?


In "What Market Experts Are Saying About Future Returns", Morningstar director of personal finance Christine Benz summarized long-run market forecasts from a range of well-respected experts. Most experts painted a dull picture for U.S. stock and bond market returns over the next several years. A few--including the research teams at GMO and Research Affiliates--expect emerging markets to be a bright spot.

http://tinyurl.com/zgoxh55

Monday, February 8, 2016

Russia Will Give Emerging Market Growth a Boost

Growth in emerging-market economies is getting a bit of a tailwind this year from a surprising source: Russia.  While Russia will still be in recession in 2016, the pace of the contraction in its gross domestic product will slow to 0.5 percent from 3.7 percent, according to Alberto Ades, head of global economic research at Bank of America Corp. That will be less of a drag on overall growth in developing nations, which he sees expanding 4.2 percent, after 4 percent growth in 2015.

Monday, February 1, 2016

The Riskiest Emerging Markets

Investors worried about emerging markets face a vexing question: Which countries are actually the riskiest? By one measure -- corporate leverage -- Brazil and India stand out, though for China and Turkey the answer depends on how you look at it.

http://tinyurl.com/jjfmw82