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Improving EU wage dynamics will drive FDI in Morocco, Tunisia, Egypt, and Turkey
Improving wage dynamics in the EU will apparently help drive foreign direct investment in Morocco, Tunisia, Egypt, and Turkey, according…
THE MACRO PICTURE
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THE MACRO PICTURE
Goldman Sachs sees millennials coming of age and say they are reshaping retail
You know millennials are coming of age when Goldman Sachs has its eye on them. The generation, one of the…
EFG Hermes’ Khalpey sees a USD 500 mn headache as Pakistan is upgraded to emerging market status at month’s end
Pakistan’s USD 500 mn headache: EFG Hermes Frontier CEO Ali Khalpey says “Pakistani equities [could be] so popular with overseas…
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…
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…
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