Emerging Markets Likely to Benefit Later in 2014

Emerging markets are likely to benefit later in the year from stronger growth in the United States and Europe despite the current cloud cast by slowing economic growth in China and geopolitical risks elsewhere, according to the April Global Macro Views report from Standish Mellon Asset Management Company LLC, the Boston-based fixed income manager for BNY Mellon.  "In the U.S., we are beginning to see tentative signs of a pickup in economic data following a harsh winter," said Thomas D. Higgins, chief economist and chief global strategist for Standish.  "In the euro zone, we have become slightly more optimistic given declining sovereign spreads in peripheral Europe and the possible freeing up of bank capital later this year after the European Central Bank's asset quality review."

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-Igor P Purlantov

Emerging Markets Must Do Homework

Emerging markets should get their own houses in order before demanding solidarity from other nations, German Finance Minister Wolfgang Schaeuble said.  The troubles in emerging markets would be the main topic discussed by finance ministers and central bank chiefs at the G20 summit in Sydney this weekend, Schaeuble told CNBC in an interview broadcast on Friday.  Stock, bond and currency markets in developing countries have convulsed in recent months, hit by concerns over weaker economic growth and the winding down of stimulus in the United States.

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Can Companies Win By Investing in Emerging Markets?

Over the past year, there has been quite a bit of commentary about the lack of value in emerging markets. Criticisms that apply across industries -- from P&G to Facebook -- argue that companies that are banking their growth on their "next billion" consumers are entering a not-so-lucrative space.  Before the Twitter IPO last month, many argued that there was little value in 77% of the company's users living outside the United States.

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