Global Investing

Emerging Policy-Doves reign

January 28, 2013

Rate cuts are still coming thick and fast in emerging markets — in some cases because of falling inflation and in others to deter the gush of speculative international capital.

Emerging Policy-More interest rate cuts

December 17, 2012

A big week for central bank meetings looms and the doves are likely to be in full flight.

Emerging policy-Down in Hungary; steady in Latin America

November 28, 2012

A mixed bag this week on emerging policy and one that shows the growing divergence between dovish central Europe and an increasingly hawkish (with some exceptions) Latin America.

Emerging Policy-The inflation problem has not gone away

November 21, 2012

This week’s interest rate meetings in the developing world are highlighting that despite slower economic growth, inflation remains a problem for many countries. In some cases it could constrain  policymakers from cutting interest rates, or least from cutting as much as they would like.

This week in EM, expect more doves

September 24, 2012

With the U.S. Fed having cranked up its printing presses, there seems little to stop emerging central banks from extending their own rate cut campaigns this week.

Emerging beats developed in 2012

By Reuters Staff
March 1, 2012

Robust growth from the emerging market basket in January was always going to be tough to beat, but research from February’s gains show just how strong these markets are performing against developed ones, and not just from the traditional BRICs either, research from S&P Indices shows.

from Davos Notebook:

Will Goldman’s new BRICwork stand up?

January 17, 2011

RTXWLHHJim O'Neill, the Goldman Sachs economist who coined the term BRICs back in 2001, is adding four new countries to the elite club of emerging market economies. But does his new edifice have the same solid foundations?