from Global Investing:

Counting Pennies In Venezuela

November 12, 2014

It was a gloomy, rainy night in Boston last week where emerging market analysts and portfolio managers huddled together before an audience of 75+ people to discuss an equally gloomy situation in Venezuela, specifically whether or not the nation, with the biggest proven oil reserves in the world, is on the precipice of defaulting on its debt.

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 Edward Hadas:

Call that money-printing?

By Edward Hadas
October 8, 2014

By Edward Hadas

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

from Breakingviews:

Biggest risk of geopolitics is as a distraction

By Edward Hadas
June 26, 2014

By Edward Hadas

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

from Breakingviews:

M&A targets can get stiffed when they “go shop”

May 23, 2014

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

from Breakingviews:

Hedge fund customers’ yachts washing further away

May 14, 2014

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

from Breakingviews:

Rob Cox: The worry now is a brewing M&A bubble

May 13, 2014

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

from Anatole Kaletsky:

Behind Wall Street’s anxiety

By Anatole Kaletsky
April 10, 2014

The recent economic news has been about as investor-friendly as anyone could imagine.

from Alison Frankel:

Sotheby’s shareholders defend activist investors in suit vs board

By Alison Frankel
April 2, 2014

The heat surrounding so-called activist investors -- hedge funds that buy up big chunks of a company's stock, then leverage their position to mount proxy campaigns or otherwise force boards to change the way the company is managed -- could hardly be more intense than it is now. Well, okay, maybe there would be even more controversy if Michael Lewis wrote a book about a genius upstart who defied accepted deal conventions and revolutionized corporate takeover battles. But putting aside the Wall Street tizzy inspired by this week's publication of Lewis's new book about high-frequency trading, the deal world's favorite topic remains activist investors like Carl Icahn, Paul Singer, William Ackman and Dan Loeb.

from Global Investing:

Braving emerging stocks again

March 26, 2014

It's a brave investor who will venture into emerging markets these days, let alone start a new fund. Data from Thomson Reuters company Lipper shows declining appetite for new emerging market funds - while almost 200 emerging debt and equity funds were launched in Europe back in 2011, the tally so far  this year is just 10.