Editor, Investment Strategy. Europe, Middle East and Africa, London
Mike's Feed
Jan 14, 2014
Jan 13, 2014
Jan 9, 2014
Jan 8, 2014

Emerging market investors face year mined with political risks

LONDON (Reuters) – As the tidal wave of global central bank liquidity recedes in 2014, emerging market investors are growing more anxious about local political risks – and how to spot them early on.

Developing economies have had a rough ride since the U.S. Federal Reserve first mooted a wind-down of its money printing last year. The looming withdrawal of easy cash worldwide pushed the dollar and Treasury yields up and drove Western investors home, jarring countries most dependent on foreign capital.

Jan 8, 2014

Analysis: Emerging market investors face year mined with political risks

LONDON (Reuters) – As the tidal wave of global central bank liquidity recedes in 2014, emerging market investors are growing more anxious about local political risks – and how to spot them early on.

Developing economies have had a rough ride since the Federal Reserve first mooted a wind-down of its money printing last year. The looming withdrawal of easy cash worldwide pushed the dollar and Treasury yields up and drove Western investors home, jarring countries most dependent on foreign capital.

Jan 7, 2014
Jan 7, 2014
Dec 11, 2013
Dec 11, 2013

One for the road, as 2014 markets shape up

LONDON (Reuters) – The bar is still open, but last orders may be near.

Like festive season revellers, investors who lapped up gains in developed market equities of up to 30 percent this year may be tempted by one last tipple. Yet there’s a gnawing feeling throughout new year forecasts that now may be the wisest time to sober up.

Few genuinely believe stock markets have got over-excited just yet, even if the question litters annual outlooks for the year ahead. If anything, the excess is in bonds and they are buoyed for now by the likely continuance of central bank largesse keeping interest rates near zero.

Dec 11, 2013

Analysis – One for the road, as 2014 markets shape up

LONDON (Reuters) – The bar is still open, but last orders may be near.

Like festive season revellers, investors who lapped up gains in developed market equities of up to 30 percent this year may be tempted by one last tipple. Yet there’s a gnawing feeling throughout new year forecasts that now may be the wisest time to sober up.

Few genuinely believe stock markets have got over-excited just yet, even if the question litters annual outlooks for the year ahead. If anything, the excess is in bonds and they are buoyed for now by the likely continuance of central bank largesse keeping interest rates near zero.

    • About Mike

      "Mike Dolan is Reuters' Investment Strategy Editor in Europe. He has been a correspondent and editor for the past 20 years, working for Reuters from London and Washington DC in a variety of roles covering global policymaking, economics and investment trends."
      Joined Reuters:
      1995
      Awards:
      Reuters Editor of the Year, 2009. Reuters multimedia journalist of the year award, 2011
    • More from Mike

    • Contact Mike

    • Follow Mike