from Breakingviews:

Investment acronyms shift from optimism to angst

February 2, 2016

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

from Breakingviews:

Saudi Aramco IPO carries big investor risks

January 8, 2016

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

from Breakingviews:

Gases suppliers caught by two deflating bubbles

December 1, 2015

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

from Breakingviews:

Hadas: The BRICs are dead. Long live the BRICs!

November 11, 2015

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

from MacroScope:

Murky data fuel doubt over where emerging markets really stand

October 2, 2015

European Economic and Financial Affairs Commissioner Moscovici and IMF Managing Director Lagarde speak as they wait for a group photo of the G20 Finance Ministers and Central Bank Governors in AnkaraIf emerging markets are to lead global economic performance one again as they did in recent years, an important foundation will be to convince as many people as possible that reported growth data are as accurate as they can possibly be.

from MacroScope:

Silver lining for emerging FX: little room to fall more

September 4, 2015

RTX1761B.jpg

If there is any silver lining for emerging market currencies after their thrashing in August, it is that they are probably now so cheap they don't have much room to weaken any further.

from Breakingviews:

Russia has levers to cope with oil squeeze

September 3, 2015

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

from MacroScope:

Weak growth may force India’s central bank to reconsider inflation focus

September 1, 2015

Reserve Bank of India Governor Raghuram Rajan speaks to The Economic Club of New York, in midtown ManhattanFor all its single-minded focus on lowering inflation, India's central bank may be forced to acknowledge slowing growth in Asia's third largest economy by cutting interest rates -- probably faster than it expected.

from MacroScope:

South Africa’s Q2 GDP growth punches way below expectations in worrying sign for emerging markets

August 25, 2015

South Africa's second quarter growth undershot economists' expectations in spectacular fashion on Tuesday, a clear signal emerging markets face torrid times.

from Global Investing:

The Best Emerging Market Investment?

May 27, 2015

I have to admit, I was a little surprised. The invitation to a book signing came from an emerging markets investment firm by one of their investment professionals and on the face of it didn't really excite me. But I do have a lot of respect for the individuals at the firm and there was a quality to the invitation, one that didn't say hard sell, that compelled me to go and see.