from Breakingviews:

Rakuten jig highlights Japan’s warped benchmark

September 7, 2016

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

from Breakingviews:

MSCI can still afford to shun China stocks

June 2, 2016

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

from Breakingviews:

China index: Xi’s annus horribilis

February 1, 2016

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

from Breakingviews:

China index reveals economy of two halves

October 12, 2015

By Katrina Hamlin and Peter Thal Larsen

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Breakingviews:

Japan index: Time to prime the third arrow

October 9, 2015

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

from Global Investing:

Measuring political risk in emerging markets

October 10, 2014

(Corrects to say EI Sturdza is UK investment firm, not Swiss)

Commerzbank analyst Simon Quijano-Evans recently analysed credit ratings for emerging market countries and concluded that there is a strong tendency to "under-rate" emerging economies - that is they are generally rated lower than developed market "equals" that have similar profiles of debt, investment or reform. The reason, according to Quijano-Evans, is that ratings assessments tend to be "blurred by political risk which is difficult to quantify and is usually higher in the developing world compared with richer peers.

from Global Investing:

Emerging markets; turning a corner

July 15, 2014

Emerging markets have been attracting healthy investment flows into their stock and bond markets for much of this year and now data compiled by consultancy CrossBorder Capital shows the sector may be on the cusp of decisively turning the corner.

from Global Investing:

No more “emerging markets” please

March 12, 2014

The crisis currently roiling the developing world has revived a debate in some circles about the very validity of the "emerging markets" concept. Used since the early 1980s as a convenient moniker grouping countries that were thought to be less developed -- financially or infrastructure-wise or due to the size or liquidity of their financial markets -- the widely varying performances of different countries during the turmoil has served to underscore the differences rather than similarities between them.  An analyst who traveled recently between several Latin American countries summed it up by writing that he had passed through three international airports during his trip but had not had a stamp in his passport that said "emerging market".

from Global Investing:

Bond market liberalisation — good or bad for India?

October 18, 2013

Many investors have greeted with enthusiasm India's plans to get its debt included in international indices such as those run by JPMorgan and Barclays. JPM's local debt indices, known as the GBI-EM,  were tracked by almost $200 billion at the end of 2012.  So even very small weightings in such indices will give India a welcome slice of investment from funds tracking them.