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BRIC shares? At the right price
Is the price right? Many reckon that the sell off in emerging markets and growing disenchantment with the developing world’s growth story is lending fresh validity to the value-based investing model....
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Turkey’s central bank — a little more action please
In the selloff gripping emerging markets, one currency is conspicuous by its absence — the Turkish lira. But this will change unless the central bank adds significantly to its successful lira-defensive...
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Tapping India’s diaspora to salvage rupee
What will save the Indian rupee? There’s an election next year so forget about the stuff that’s really needed — structural reforms to labour and tax laws, easing business regulations and scrapping...
View ArticleEmerging markets: to buy or not to buy
To buy or not to buy — that’s the question facing emerging market investors. The sector is undoubtedly cheap – equity valuations are 30-50 percent cheaper than their 10-year average on a price-book...
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Russian stocks: big overweight
Emerging stocks are not much in favour these days — Bank of America/Merrill Lynch’s survey of global fund managers finds that in August just a net 18 percent of investors were overweight emerging...
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Bernanke Put for emerging markets? Not really
The Fed’s unexpectedly dovish position last week has sparked a rally in emerging markets — not only did the U.S. central bank’s all-powerful boss Ben Bernanke keep his $85 billion-a-month money...
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Emerging equities: out of the doghouse
Emerging stocks, in the doghouse for months and months, haven’t done too badly of late. The main EM index, has rallied more than 11 percent since its end-August troughs, outgunning the S&P 500′s 3...
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Why did the market get the Fed and ECB so wrong?
To err once is unfortunate. To err twice looks like carelessness. One of the great mysteries of 2013 will surely be how economists, investors and market participants of all stripes so spectacularly...
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Red year for emerging bonds
What a dire year for emerging debt. According to JPMorgan, which runs the most widely run emerging bond indices, 2013 is likely to be the first year since 2008 that all three main emerging bond...
View ArticleStrong dollar, weak oil and emerging markets growth
By Sujata Rao Many emerging economies have been banking on weaker currencies to revitalise economic growth. Oil’s 25 percent fall in dollar terms this year should also help. The problem however is the...
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