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.

http://tinyurl.com/pcsosj4

Three Truths About Emerging Market Investing

Investors continue to abandon emerging markets . As I write in my new weekly commentary , last week marked the 14th week of outflow from emerging market equity funds and the largest weekly outflow seen since August 2010.  Last week's selloff came as number of emerging market countries - including Turkey - raised their benchmark interest rates in an effort to stem the pressure on their currencies , and as political turmoil in the Ukraine and Thailand continued. 

http://tinyurl.com/q28su59