Global Investing

Liquidity needs to pick up in EM

March 18, 2014

Emerging markets have seen heavy selling in the past few months, with political and economic crises hitting the region’s currencies and asset markets.

It’s not end of the world at the Fragile Five

February 5, 2014

Despite all the doom and gloom surrounding capital-hungry Fragile Five countries, real money managers have not abandoned the ship at all.

The annus horribilis for emerging markets

January 5, 2014

Last year was one that most emerging market investors would probably like to forget.  MSCI’s main equity index fell 5 percent, bond returns were 6-8 percent in the red and some currencies lost up to 20 percent against the dollar.  Here are some flow numbers  from EPFR Global, the Boston-based agency that released some provisional  annual data to its clients late last week.

Frontier markets: safe haven for stability seekers

By Reuters Staff
November 15, 2012

Frontier markets have an air of adventure and unpredictability about them. One is tempted to ask: Who knows what will happen next?

Turning point for lagging emerging stock returns?

April 27, 2012

Over the past year emerging markets have broadly lagged an upswing in global equity markets, yielding cumulative returns of 4.5 percent since last August. That’s less than half the return developed markets have provided (see graphic below).

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.

Central banks and the next bubble (3)

February 23, 2012

Expectations are running high ahead of next week’s LTRO 2.0 (expected take-up is somewhat smaller than the first time and the previous estimate though, with Reuters poll predicting banks to grab c492 bln euros).