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Entries Tagged as 'Emerging Markets'

Argentinian Canary In The Coal Mine?

May 22nd, 2018 · Comments Off on Argentinian Canary In The Coal Mine?

Argentina seems to be the first victim of a more difficult international climate for emerging markets. In a way, this is somewhat surprising as the country isn’t on the brink of a default and there aren’t bank runs and the economy still grows, this isn’t 2001. However, there are no easy solutions and should the […]

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Tags: Emerging Markets

A Chinese Lost Decade?

December 25th, 2017 · Comments Off on A Chinese Lost Decade?

The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably. Demographics are turning from a tailwind to a headwind and diminishing returns of the credit led boom have already set in. The necessary deleveraging process isn’t likely to produce a financial implosion, but it will slow growth significantly and […]

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Tags: China

What China Can Teach Us About Economic Growth

November 27th, 2017 · Comments Off on What China Can Teach Us About Economic Growth

After the enactment of US tax cuts supposedly comes infrastructure spending. As experiences go, the latter is likely to be a bigger booster for economic growth. While the US economy actually doesn’t need any kind of stimulus right now, it does need better infrastructure. These plans would have been much better half a decade ago […]

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Tags: China · Economic Policy

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