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Entries Tagged as 'Emerging Markets'

Argentina: And Now For The Hard Part

May 16th, 2016 · Comments Off on Argentina: And Now For The Hard Part

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Tags: Emerging Markets · Latin America

How To Navigate These Dangerous Markets | Seeking Alpha

January 24th, 2016 · Comments Off on How To Navigate These Dangerous Markets | Seeking Alpha

The markets are extremely dangerous territory right now. It is all about China: The risks of a substantial yuan devaluation are considerable, but not necessarily imminent. This means that the risks are large, but medium-term. We provide some pointers regarding what to look out for as you navigate the markets. Source: How To Navigate These […]

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Tags: China · The Markets

Morning In Argentina? | Seeking Alpha

January 15th, 2016 · Comments Off on Morning In Argentina? | Seeking Alpha

End of an era in Argentina. But will this mean a new economic awakening? The challenges are many. Are there interesting investments that can play on the political change? Source: Morning In Argentina? | Seeking Alpha

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Tags: Emerging Markets

When A Country Doesn’t Trust Its Own Currency

October 14th, 2015 · Comments Off on When A Country Doesn’t Trust Its Own Currency

Argentina’s financial markets are on a tear, which might seem odd considering the basket case label often attached to it in the financial press. However, a closer look will reveal that Argentina’s economic problems are mostly rather benign and fairly easily solvable. A change in government is expected to do just that and give the […]

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Tags: Economics · Emerging Markets

Argentina As A Contrarian Bet? – | Seeking Alpha

August 29th, 2015 · Comments Off on Argentina As A Contrarian Bet? – | Seeking Alpha

The Argentinean economy is stagnating and suffering from a host of problems, like high inflation, important market restrictions in international trade and energy and lack of access to foreign capital. However, many of these problems seem self-induced and could be resolved with a change of policies. An election later this year looks like the catalyst […]

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Tags: Latin America

Turn The Lose-Lose Economic War With Russia Into Trading Profits

November 29th, 2014 · Comments Off on Turn The Lose-Lose Economic War With Russia Into Trading Profits

While riding a wave of domestic popularity, Putin has made a bad gamble for Russia. Instead of developing an 21st century economy by stimulating value-added industries and human capital, he got stuck on 20th century concepts like sphere’s of influence. The resulting sanctions will hurt Russia and the West, but this isn’t a situation Russia […]

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Tags: Emerging Markets

The Decline Of The West? – Seeking Alpha

June 24th, 2013 · Comments Off on The Decline Of The West? – Seeking Alpha

There is little to suggest that innovation and technological progress are running out of steam, let alone slowing down. These are the most important determinants of that all-important metric: productivity. via The Decline Of The West? – Seeking Alpha.

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Tags: Economy · Emerging Markets

Epic Chinese credit bubble

June 17th, 2013 · Comments Off on Epic Chinese credit bubble

Overall credit has jumped from $9 trillion to $23 trillion since the Lehman crisis. “They have replicated the entire US commercial banking system in five years,” she said. Chinese credit bubble reaching dangerous levels

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Tags: China

Chinese economy rebalancing

June 4th, 2013 · Comments Off on Chinese economy rebalancing

These challenges can be distilled into one statistic: household consumption accounts for only around 38 percent of China’s gross domestic product. via Chinese economy rebalancing.

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Tags: China

The coming BRIC collapse..

June 2nd, 2013 · Comments Off on The coming BRIC collapse..

Société Générale’s EM strategy team, led by Benoît Anne, declares “the end of the bull market” in the emerging world, writing, “We no longer believe there is upside in emerging markets this year.” via The coming BRIC collapse…

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Tags: Emerging Markets