Global Investing

Emerging markets’ export problem

April 8, 2013

Taiwan’s forecast-beating export data today came as a pleasant surprise amid the general emerging markets economic gloom.  In a raft of developing countries, from South Korea to Brazil, from Malaysia to the Czech Republic, export data has disappointed. HSBC’s monthly PMI index showed this month that recovery remains subdued.

from Davos Notebook:

Tigger bounces back in the boardroom

January 25, 2011

PWC_chart for blogCEOs are, of course, ebullient by nature.

So it's no surprise that confidence about growth prospects is bouncing back as emerging markets continue to barrel along and even sluggish developed economies show signs of recovery.

from Summit Notebook:

Green shoots and short attention spans

October 26, 2009

Coming out of one of the darkest recessions, have we learned the lesson at all? Or are we going to repeat the mistakes of the past again?

Hook joins the alphabet soup

May 6, 2009

About a year ago investors hotly debated what would be the shape of a world economic recovery — would it be a steep V? Or could it be moderate U, stagnating L or double-dipping W?

Now ratings agency Moody’s is introducing the new scenario of “hook-shaped” recovery.

How to Spend It – for sovereign wealth funds (2)

April 22, 2009

On our way to a meeting in London with a senior official of a sovereign wealth fund from an emerging market country, my colleague and I came across a van from a company called Sovereign Recovery.