from Breakingviews:

Review: Money, theft and death in Putin’s Russia

By Edward Chancellor
March 6, 2015

By Edward Chancellor

The author is a guest columnist for Reuters Breakingviews. The opinions expressed are his own.

from India Insight:

India can become world’s fifth-largest economy by decade’s end: Jim O’Neill

March 3, 2015

Goldman Sachs Asset Management Chairman Jim O'Neill speaks during the Reuters Investment Outlook Summit in LondonJim O’Neill, who coined the term BRICs to highlight emerging economic powerhouses Brazil, Russia, India and China, said India’s budget lacked a “wow” factor but was good enough to push the country on a path of 8 percent growth or more “for a long time”.

from Global Investing:

Strong dollar, weak oil and emerging markets growth

October 17, 2014

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 dollar's strength which is leading to a general tightening of monetary conditions worldwide, more so in countries where central banks are intervening to prevent their currencies from falling too much.

from The Great Debate:

Sanctions finally find Russia’s Achilles heel

By William E. Pomeranz
July 23, 2014

Russia's President Vladimir Putin gestures as he chairs a government meeting at the Novo-Ogaryovo state residence outside Moscow

Russian President Vladimir Putin and President Barack Obama were reportedly engaged in a heated telephone conversation last Thursday when Putin noted in passing that an aircraft had gone down in Ukraine. The tragic crash of the Malaysian airliner in rebel-held eastern Ukraine continues to dominate the headlines, but it is important to remember what agitated Putin and prompted the phone call in the first place -- sanctions.

from MacroScope:

New EU takes shape

By Mike Peacock
July 15, 2014


The new EU aristocracy will be put in place this week with the European Parliament to confirm Jean-Claude Juncker as the next European Commission President today and then EU leaders gathering for a summit on Wednesday at which they will work out who gets the other top jobs in Brussels.

from Breakingviews:

Russia harms the BRICs and adds to global risks

March 12, 2014

By Ian Campbell

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

Emerging equities: out of the doghouse

October 18, 2013

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 percent rise in this period. Bank of America/Merrill Lynch strategist Michael Hartnett reminds us of the extreme underweight positioning in emerging stocks last month, as revealed by his bank's monthly investor survey.  Anyone putting on a long EM-short UK equities trade back then would have been in the money with returns of 540 basis points, he says.

from Global Investing:

Bernanke Put for emerging markets? Not really

September 23, 2013

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 printing programme in place, he also mentioned emerging markets in his post-meeting news conference, noting the potential impact of Fed policy on the developing world. All that, along with the likelihood of the dovish Janet Yellen succeeding Bernanke was described by Commerzbank analysts as "a triple whammy for EM." A positive triple whammy, presumably.

from Global Investing:

Russian stocks: big overweight

September 18, 2013

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 markets, among the lowest since 2001. Within the sector though, there are some outright winners and quite a few losers. Russian stocks are back in favour, the survey found, with a whopping 92 percent of fund managers overweight. Allocations to Russia doubled from last month (possibly at the expense of South African where underweight positions are now at 100 percent, making it the most unloved market of all) See below for graphic:

from MacroScope:

Turning up?

By Mike Peacock
September 2, 2013

Manufacturing PMI surveys for euro zone countries and Britain will be the latest litmus test of the durability of fledgling economic recoveries.