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Entries Tagged as 'Emerging Markets'

Meet The 3 Brothers That Are Ruining South Africa

April 10th, 2017 · Comments Off on Meet The 3 Brothers That Are Ruining South Africa

South Africa enjoyed a period of solid economic performance in the decade up to the financial crisis. After that, things have deteriorated, and recent revelations have brought to light a disturbing level of government capture by three Indian brothers behind the President. It will be difficult to turn things around before the elections scheduled for […]

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Tags: 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