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Have EM moved beyond the Trump Tantrum?
Emerging markets stocks are on track to close today their best month since March 2016 as EM investors “are shrugging…
Why BlackRock, Deutsche and Franklin Templeton think EM could do okay in 2017
Financial Times isn’t entirely bearish on EM in 2017. In its look at “Five reasons why investors are buckling up…
Summers and Eurasia Start the New Year With Dire Global Warnings
Donald Trump (who had an awfully good day yesterday between the Ford jobs announcement and his criticism of Republican lawmakers)…
Events to watch for in 2017
Following on the Financial Times’ list of events that would set the tone for the year, economist Tyler Cowen published…
Top emerging EMEA picks for 2017 focus on Russia, Egyptian bonds, avoid Turkey
The top 2017 emerging EMEA picks are focused on Russia, as investors “seek bargains in politically stable countries.” Bloomberg’s Ahmed…
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