Wednesday, July 31, 2013

Most Emerging-Market Stocks Advance With Chinese Lenders

Most emerging-market stocks advanced as Chinese lenders gained after the central bank added money to the financial system. OAO Uralkali, the world’s largest potash producer, posted the biggest decline since 2008.

http://tinyurl.com/nzx92jy

Tuesday, July 30, 2013

Weak Home Builders are Good for Emerging Markets

I have noted in several of my most recent writings that we are seeing weak behavior in the home-builder stocks as of late, relative to the S&P 500, and warning that this may be an early sign that the biggest source of reflation may be about to slow down.

http://tinyurl.com/n3gsonj

Wednesday, July 24, 2013

Nokia Unveils Low-Priced Lumia Targeting Emerging Markets

Nokia Oyj, the mobile-device manufacturer striving to regain market share lost to Apple Inc. and Samsung Electronics Co., introduced a smartphone for its Lumia line targeted at developing economies.

http://tinyurl.com/l5es9fk

Tuesday, July 23, 2013

Emerging Markets And BRICs Are Beginning To Look Cheap

Investing in supposed ‘growth’ stories is often seen as the holy grail, yet often ends up an unholy mess. Growth most spectacularly failed as an investment concept with the implosion of the technology bubble. 

http://tinyurl.com/lf4pn6z

Monday, July 22, 2013

Facebook Feature Phone App for Emerging Markets Hits 100M Users


Facebook recently marketed itself as a powerful way for brands to reach consumers when people are on the move during summer, as usage via mobile is up 22 per cent in the UK and 18 per cent in the US.

http://tinyurl.com/lb3krl9

Friday, July 19, 2013

Time to Be Brave About Emerging Markets

Naysayers continue to sound warnings over slowdowns in China, Brazil and other developing economies. Given the relative underperformance in those countries' equity markets, we think it's precisely the time for longer-term investors to be brave and take advantage of the opportunities to get in at potentially rewarding levels.

http://tinyurl.com/mgkzr27

Thursday, July 18, 2013

Wednesday, July 17, 2013