Emerging Markets
Back to homepageCapital Markets Reform in China: Gaining Momentum 3
Reform efforts in China seem to be gaining momentum. The big question is whether these reforms will buoy investor confidence, and jumpstart China’s local A-share market. In November 2013, the Chinese Communist Party convened its Third Plenary Session, resulting in
Read MoreHow Big Are Emerging Markets? 2
Statistical studies of gross domestic product (GDP) in emerging markets have been in the news recently. Early in April, a rebasing of Nigeria’s GDP by the country’s statistical office led to Nigeria’s published GDP for 2013 almost doubling, pushing Nigeria
Read MoreMexico’s Road to Reform 3
Many investors had high hopes for Mexico’s market this year given an improving global economic outlook and a slate of planned domestic reforms, but some of the enthusiasm seems to have faded and economic growth has been subdued there year-to-date.
Read MoreA Quarter Century of Emerging-Markets Investing 1
At one time or another, every country could have been classified as “emerging.” Back in the 1800s, the Western part of the United States was called the “new frontier.” Investors purchasing farmland there were likely to consider it a highly
Read MoreUnited Arab Emirates: An Emerging Market Melting Pot 4,797
The investable Middle East/North Africa region known as “MENA” encompasses 11 diverse countries, extending from Oman to Morocco, and also includes Bahrain, Egypt, Jordan, Kuwait, Lebanon, Qatar, Saudi Arabia, Tunisia and the United Arab Emirates (UAE). I recently had the
Read MoreEmerging markets set to improve 18
Despite a subdued outlook, portfolio managers predict emerging markets will show improvement over last year. The challenge will be in picking stocks and sectors rather than country plays. A growing middle class remains a driving force The outlook for emerging
Read MoreCharles Brandes – Top bets are outside North America 3
Value investor Charles Brandes finds bargains in Japan and the emerging markets Despite the recent strengthening of U.S. stock markets, the best prospects for making gains in equities lie in the eurozone, Japan and emerging markets, says prominent deep-value investor
Read MoreLatin American markets are standing on their own feet 2
Latin American markets appear to have taken a potent dose of cold medication, as the region now appears to be immune to catching a cold when the U.S. sneezes. This situation dispels the decades-old axiom that the fortunes of Latin America
Read MoreEmerging markets geared for growth 0
Emerging markets are expected to produce “good, solid returns” this year, supported by reduced reliance on exports to the developed world as well as higher domestic demand. But each country and sector is different. Markets are expected to rebound in 2013
Read MoreChinese economy keeps motoring on 8
The threat of a hard landing appears to have been greatly exaggerated, as the Chinese economy is still growing solidly Fears of a hard landing in China are now being replaced by renewed optimism about the recent performance of both
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