Monday, March 7, 2016

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

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

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.