Global Investing

Emerging Markets: the love story

By Reuters Staff
February 14, 2012

It is Valentine’s day and emerging markets are certainly feeling the love. Bank of America/Merrill Lynch‘s monthly investor survey shows a ‘stunning’ rise in allocations to emerging markets in February. Forty-four percent of  asset allocators are now overweight emerging market equities this month, up from 20 percent in January — the second biggest monthly jump in the past 12 years. Emerging markets are once again investors’ favourite asset class.

Can Eastern Europe “sweat” it?

December 20, 2011

Interesting to see that Poland wants to squeeze out more income from its state-owned enterprise (SOE) sector in the face of slowing economic growth and financing pressures.

from MacroScope:

Emerging Europe property revival

June 12, 2009

People packing their bags and flying out to St Petersburg, Warsaw, and Prague this summer may not just be seeking an exotic vacation spot.

EBRD to puzzle over E.Europe crisis

May 14, 2009

Ministers and bankers meeting at the European Bank for Reconstruction and Development‘s annual gathering in London tomorrow and Saturday have a sorry mess to scrutinise.

Zeitgeist check

February 27, 2009

Some more bits and bobs to capture the current mood among investors.

–  So far, 2009 is worse than 2008 for stock investors. MSCI‘s main world index is down around 17 percent in January and February.  A year ago, it had lost around 8 percent.