Are Emerging Markets So Bad They’re Good?

Already battered emerging markets stocks and currencies may face the specter of further outflows, but some analysts are tipping they've become the Mystery Science Theater 3000 of assets: So bad they're good.  In emerging markets, "you don't have earnings growth, ROEs (return on equity) are continuing to decay (and) forex volatility is against you. It's not the best of pictures," Bhaskar Laxminarayan, Pictet Wealth Management chief investment officer for Asia, said at a press conference last week.

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China and Emerging Markets Capital Crisis That Wasn’t

New figures from China’s central bank point to large, but not crippling, outflows  The end-of-summer meltdown in emerging markets, when the MSCI stock benchmark collapsed by 9% in August, created a bigger fear than just stock losses—chiefly that emerging countries are experiencing crippling capital outflows.

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Emerging Markets: Are We There Yet?

Emerging-market currencies are on the mend after a pretty brutal selloff in the past few weeks.  But it has been painful, and still is. Only six weeks into the year, and investors have already pulled out an eye-catching $18.59 billion from emerging market equity funds, according to Barclays, citing data from fund-tracker EPFR Global. “This brings the year-to-date outflows from equity funds to more than the whole of 2013,” the bank notes, pointing to net outflows of $15.26 billion last year.

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Time to Buy Emerging Market Debt

Seventeen straight weeks of outflows from emerging-market bond funds have created both more-rational sentiment and decent valuations. Investors can feel safe jumping back on board.

http://tinyurl.com/qh7etwr