Monday, September 30, 2013

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

Friday, September 27, 2013

Best 'Unstable, Uncoordinated' Emerging Market

Investor sentiment toward emerging markets has always been fickle. While emerging markets were the darling of investors after the global financial crisis, they now appear to be in retreat taking with them the currencies of South Africa, India, Brazil and Russia, which have respectively depreciated this year by 16 percent, 11.5 percent, 10.5 percent, and 4.5 percent.

http://tinyurl.com/prlxg5q

Thursday, September 26, 2013

Can Amazon Crack An Emerging Market?

In just three months, MirchiMart, a Delhi-based online retailer of mobile phones, has seen its business jump by 50%. In the same period, another electronics retailer Universal, which runs 500 stores in South India, has shipped tablets and smartphones to every state and union territory in India. 

http://tinyurl.com/krseq8t

Wednesday, September 25, 2013

Emerging Markets Cheerleader Stays Loyal


One of the biggest emerging market fund managers is doing what investors do best: sticking up for their asset class. Emerging stock markets and currencies have been walloped in recent months as it seemed that the easy money era was about to end. And so far the U.S. Federal Reserve’s decision last week not to reel in stimulus has offered only mild support.

http://tinyurl.com/m8kfd46

Tuesday, September 24, 2013

LitBit Targets Emerging Markets

How do you bring the power of the Internet to underserved emerging markets? Google is floating balloons. Mark Zuckerberg and Facebook are focused on better mobile connectivity.  Scott Noteboom is taking a different approach: finding the right spots to deploy advanced Internet infrastructure that is energy-efficient and affordable. To pursue this mission, he’s giving up one of the best jobs in the data center industry.
http://tinyurl.com/p6qk5cq

Monday, September 23, 2013

Mexico: Wake Up to the Emerging Market

Have global investors been missing the emerging market right next door?  Since a paper in 2001 focused investors' attention on the BRICs—Brazil, Russia, India and China—those countries' stock markets, averaged out, have risen about 400 percent. Meanwhile, the exchange of the emerging market at America's doorstep has risen more than 650 percent.
http://tinyurl.com/m2qavsy

Friday, September 20, 2013

Emerging Markets Optimistic as Fed Tapering Is Pushed Back

A wave of relief swept across Asia, Europe and Africa on Thursday after the Federal Reserve decided to maintain its pace of monetary stimulus, as investors and governments concluded that the financial environment for emerging markets would be less harsh than expected in coming months.

http://tinyurl.com/pgxfr32

Thursday, September 19, 2013

Emerging Markets Lead Asia Rally

Stocks and currencies in emerging markets led an Asian rally Thursday following a surprise decision by the US Federal Reserve to keep its massive stimulus program intact.

http://tinyurl.com/kf4wkgd

Wednesday, September 18, 2013

Investors See Best Value in Emerging Markets

Investor bullishness towards European equities has reached pre-crisis highs as markets digest the emerging market sell-off, even as they see best value in emerging markets (EMs) in almost a decade, according to the BofA Merrill Lynch Fund Manager Survey for September.

http://tinyurl.com/nu63zeq

Tuesday, September 17, 2013

Emerging Markets Had A Huge Day

Markets are rallying around the world, and some emerging markets are looking particularly strong. Thailand's SET surged 2.5%.  Indonesia's Jakarta Composite jumped 2.6%.

http://tinyurl.com/nm965rs