Global Investing

Emerging markets: to buy or not to buy

September 12, 2013

To buy or not to buy — that’s the question facing emerging market investors.

Tapping India’s diaspora to salvage rupee

August 21, 2013

What will save the Indian rupee? There’s an election next year so forget about the stuff that’s really needed — structural reforms to labour and tax laws, easing business regulations and scrapping inefficient subsidies. The quickest and most effective short-term option may be a dollar bond issued to the Indian diaspora overseas which could boost central bank coffers about $20 billion.

Russia — the one-eyed emerging market among the blind

August 16, 2013

It’s difficult to find many investors who are enthusiastic about Russia these days. Yet it may be one of the few emerging marketsĀ  that is relatively safe from the effects of “sudden stops” in foreign investment flows.

Russia’s starting blocs – the EEU

July 23, 2013

The course is more than 20 million square kilometers, and covers 15 percent of the world’s land surface. It’s not a new event in next month’s IAAF World Championships in Moscow but a long-term project to better integrate emerging Eurasian economies.

BRIC shares? At the right price

July 19, 2013

Is the price right? Many reckon that the sell off in emerging markets and growing disenchantment with the developing world’s growth story is lending fresh validity to the value-based investing model.

Route 312 – China’s Route 66

July 5, 2013

The world’s largest car market, China, with a population of 1.3 billion people and an emerging middle class, holds great potential for investors and consumers alike with annual growth rates in the auto sector expected to hold at around 23 percent to 2017, according to Alliance Bernstein Asset Managers.

“Contrarian” Deutsche (a bit) less bearish on emerging stocks

July 2, 2013

For an investor in emerging equities the best strategy in recent years has been to take a contrarian stance, says John-Paul Smith at Deutsche Bank.

Brazil grinds out a result

July 2, 2013

The South Americans are dominating possession. And it’s not only on the football pitch.

Russians and the city: consumer led growth

June 11, 2013

Speculation is growing that new central bank governor Elvira Nabiullina will cut rates to help stimulate faltering growth soon after takes up her job later this month, but the resilience of the Russian consumer may be another important factor in giving the economy a lift.