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Oil’s Middle East Fallacy
By EconMatters Egypt: It`s Jobs Stupid….. A couple of weeks ago Egypt demonstrations led to the Mursi administration being removed from office, who was elected from the last set of demonstrations. What...
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C(onflict), R(ates), A(sia), S(peculation), H(ousing)
The “Great Rotation” consensus is now under pressure. A “buyers strike” is suddenly visible in late August as investors see the potential for event risk in coming weeks. September is seasonally the...
View Article4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Investments Blog Since the Fed first signaled its intent to taper last May, emerging market assets – both stocks and bonds – have spent most of the last five months under...
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A Rebound in Global Equities
OCTOBER 30 2013 With the U.S. economic expansion entering its fifth year and the global economic picture improving, it appears equities in Europe and Asia can still rise. by Scott Minerd, CIO,...
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Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes that economic growth will stabilize and improve,...
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And The Best Performing Economy In The World Is…
Ireland’s Services economy is expanding at the fastest pace in the world, according to the latest round of survey-based PMI data from Markit. The worst…contraction… France Construction
View ArticleA Coup in Riyadh
by Bill O'Grady, Confluence Investment Management LLC July 31, 2017 A Coup in Riyadh On June 20th, King Salman of Saudi Arabia announced that his son, Prince Mohammed bin Salman (MbS, as he is...
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Bill O'Grady: The Qatar Situation: Part I
by Bill O'Grady, Confluence Investment Management August 7, 2017 On June 6th, several members of the Gulf Cooperation Council (GCC)1 announced a sweeping blockade of Qatar, also a member of the GCC....
View ArticleThe Biggest IPO in World History is Coming: What Does It Mean?
Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, discusses the biggest IPO in world history and what it will mean for the region and for markets.
View ArticleAdam Kutas: What are the 'Four Neighbours?'
Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, discusses the investment opportunities he's finding in companies benefiting from what he calls 'The Four Neighbours.'
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Emerging Markets in the Digital Age
by Carlos Hardenberg, Senior Vice President and Managing Director, Franklin Templeton My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the...
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5 Indicators That Suggest The Selloff In EMs Has Gone Too Far
by Bryce Coward, CFA, Knowledge Leaders Capital Emerging market stocks have taken it on the chin so far in 2018, down 9% and unperperforming the MSCI World Index by about 8%. There are of course plenty...
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