Springtime in Emerging Markets

Research Team at Danske Bank, suggests that one of the most striking features so far of 2016 has been the relative strength of Emerging Market (EM) currencies which has happened over a period when other risky assets generally plummeted. 

http://tinyurl.com/hsnyqew

Santam to Target Emerging Markets

Short term insurer Santam said its medium-term strategy was to expand into Asia and the rest of Africa through its partnership with Sanlam Emerging Markets.  The group will also expand using its reinsurance unit Santam Re and Santam Specialist, which offers among other things, aviation, marine, and transport insurance.  This comes as it finds limited acquisitive growth opportunities in SA due to its dominant position.

http://tinyurl.com/h2k85fa

Emerging Market Stocks at Three Month Highs

Egypt's currency fell almost 15 percent versus the dollar on Monday after a long-awaited devaluation and Cairo stocks jumped 6 percent, while broader emerging stocks extended gains to hit three-month highs.  Egypt's central bank said it was adopting a more flexible exchange rate policy, devaluing the pound to 8.85 per dollar in a move that follows the lifting of some currency restrictions last week.

http://tinyurl.com/gub7wmn

Is It Time to Make Up With Emerging Markets?

The best time to take a vacation can be off-season. There aren’t big crowds of tourists and prices tend be cheaper. The same may be true for investing in emerging markets in 2016.

http://tinyurl.com/jgbpbo3