Emerging Market Crisis Is Looming
After having hit much of Asia, a second wave of the coronavirus outbreak is hitting the EU and the US, with a slump in world economic growth as a result. […]
A Very Familiar Crisis
Turkey is suffering from a classic emerging market crisis caused by gorging on dollar denominated debt. The backdrop environment is worsening, with higher US interest rates and a higher dollar. […]
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 […]
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 […]
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. […]
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 […]
The coming BRIC collapse..
“Every emerging market blow-up that I have seen was preceded by a rise in the dollar,” said Albert Edwards for Societe Generale.”Investors overlook how vulnerable these countries are to a […]
Emerging markets the place to be?
Now that many developed markets have had a lost decade (and another one on the way)..
Emerging markets still interesting
Some say Brazil is a little frothy though..
Morgan Stanley: Emerging markets the place to be
Even driving the global recovery. While we’re not so sure about that, earnings growth in emerging markets sure promises to be good…