Showing posts with label emerging market equities. Show all posts
Showing posts with label emerging market equities. Show all posts
Thursday, November 13, 2014

Periphery to the Core Dynamic: Weak EM Currencies equals Underperforming Stock Markets

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I’ve written about how weak Asian currencies are most likely to be transmitted into asset markets .  The theoretical underpinnings have...
Friday, September 20, 2013

Did the Fed bailout Emerging Markets?

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Has Turkey been bailed out by the Fed, the Zero Hedge inquires? (bold original) Following the Fed's decision to not Taper, Turkish ...
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Monday, September 16, 2013

Phisix: Will the US, Europe, Japan and China Boost EM and Asian Equities?

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Growth in the US, Europe, Japan and China has been the major spin broached by the consensus on the supposed sustainability of an emerging m...
Thursday, July 05, 2012

Emerging Market “Liquidity” Conditions Deteriorate

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Amidst all the external tumult, the Philippine stock market has amazingly defied the convention and continues to climb to new record highs. ...
Tuesday, July 03, 2012

Is it Time to be Bullish BRICs and other Emerging Markets?

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Goldman Sachs’ Jim O’Neill is bullish BRICs From Bloomberg , The biggest emerging markets are contributing more than ever to the glob...
Thursday, December 08, 2011

Burton Malkiel: Why Developed Economy Government Bondholders will Lose Money

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At the Wall Street Journal , Professor Burton Malkiel, author of the classic finance book "A Random Walk Down Wall Street", argue...