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On “overheating” emerging markets stock and the search for “smart beta”
“Red Hot Emerging-Market Stocks Are Showing Signs of Overheating,” Bloomberg warns this morning, writing that “after the MSCI Emerging Market…
Macro picture
EM currencies are coming back, positive momentum to support earnings and equities
Emerging market (EM) currencies are coming back from four years of turbulence, bringing some of the best opportunities in today’s…
Some western investors are waking up to the notion that Africa isn’t a country, after all
Wait, what? Africa isn’t a country? Writes Bloomberg: “Investors targeting Africa are broadening their horizons in their search for yield…
Populism is great for markets — unless you’re Pakistan and heading into an election
Populism is great for stock returns, writes Bloomberg, noting that a look at “10 of the 21st century’s most recognized…
Emerging market capital flows turn positive
Emerging markets are thriving, but “peak China” remains a risk: “Capital flows to emerging markets have turned positive for the…
MSCI Frontier equity markets could be dying off
MSCI Frontier markets dying? Frontier equity markets are in danger of dying as many of the nations making up frontier…
Favorable demographics driving EM economic advancement -GSAM 207 symposium
Favorable demographics are driving rapid economic advancement for emerging markets (EMs) and creating a broader set of opportunities for investors.…
Global energy is now a buyer’s market
The global energy market is skewing to the buyer’s side, writes Nick Butler for the Financial Times. OPEC may have…
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