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 Offer Growth Opportunties

As defense budgets face downward pressure in the US and Europe, emerging markets are poised to spend more than a trillion dollars on defense over the coming decade, creating business opportunities for Western defense firms.A recent Frost & Sullivan analysis of 10 emerging markets concluded that between 2015 and 2025, emerging markets in Southeast Asia, South America, the Middle East and elsewhere would spend more than $1.2 trillion on defense. Over that period, military expenditures in Colombia, Kuwait, Malaysia, Morocco and Singapore are expected to see 3.6 percent compound annual growth rate, while Angola, Azerbaijan, Peru, Qatar and South Korea can anticipate a CAGR of 2.8 percent.

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Emerging Market Turmoil Isn't Too Bad

Emerging markets are in free fall. Currencies are reeling, stocks are tanking and commodities are sinking, evoking memories for many investors of the financial crisis that hit Asia hard in 1997 and 1998.  Concerns over a slowdown in China have dented confidence, while investors have also fretted over the impact on emerging markets of an imminent increase in interest rates by the U.S. Fed.

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Got China? Two Big Emerging Market ETFs

The two leading exchange-traded funds focusing on emerging markets have very different exposure to now-vulnerable Chinese stocks and will probably diverge further, a new analysis by S&P Capital IQ shows.The Vanguard FTSE Emerging Markets Stock Index ETF recently had 28 percent of its assets invested in China, while Blackrock Inc's iShares MSCI Emerging Markets ETF had 24 percent, even though both are index-following broad emerging markets funds. Chinese stocks fell 6 percent on Tuesday, and further weakness in both that market and China's economy could play out very differently in these two funds.

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Investors Should Stick With Emerging Markets

These are strange times in the investment world and indeed the whole global economy, when many of the certainties that have driven stock and bond prices over the past decade and more appear to have been thrown out of the window.  On this side of the world, we are seeing vast sums flowing into European markets, particularly fixed income. As I write, the five-year German bund is yielding a whole 0.07pc, hardly the type of return that you could build a pension pot on. 

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Heineken Boosted by Emerging Markets

Heineken NV, the world’s third-largest brewer by sales, on Monday reported a rise in profit and revenue as the Dutch beer maker benefited from robust sales in emerging markets and strong demand for its premium brands.  Net profit was €1.14 billion ($1.25 billion) in the first six months of 2015, up 88% from the €631 million it reported a year earlier. Consolidated revenue rose 7% to €9.9 billion from €9.3 billion.

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Video: Tread Carefully in Emerging Markets

GAM Investment Director Paul McNamara discusses the commodities rout and its impact on global markets. He speaks with Bloomberg’s Caroline Hyde on “Countdown.” 

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What Growth in Emerging Markets Means for E-Commerce

When considering how to get ahead as an e-commerce business within an increasingly saturated market, the first logical notion that comes to mind is to target a market that holds the greatest potential for growth. Considering that e-commerce is wholly dependent on Internet users, the continuing rise of Internet access in emerging markets situates it as a mecca for both present and future e-commerce activity.

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Bold Call: Buy Emerging Markets Now

With turmoil in China and Greece, emerging markets may look like a risky bet. But according to one technical analyst, this is the perfect time to buy into those global stocks.  "Over the past six years, emerging markets have done absolutely nothing. But there's been one way to make money," said Evercore ISI's head of technical analysis, Rich Ross.  The key, he said, has been to buy emerging markets on the lows, sell on the highs and repeat.

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Why Africa and Emerging Markets Need Crowdfunding

Whenever I tell someone about Fundz, they always ask me, where did a guy like you come up with the idea of creating  a crowdfunding platform for emerging markets?  The fact is, I have always been interested in emerging markets.  About 15 years ago I was on a trip to eastern Ghana. We lived in mud dwellings and took bucket baths for four  weeks. I was in this village that had no connection to the outside world, but what was interesting was that  beneath their disconnectedness  they yearned for connection  They couldn’t afford electricity, but they spliced into the main line running through the village. They had a local entrepreneur who brought in malt, Coca Cola, and other products.  The people of this village wanted to travel, to grow, and build. It is the human condition.

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