Fund / Fund Manager News
- Jupiter’s Croft: If History Repeats Itself, Russian Stocks Could Double (FE Trustnet)
- Rplan Survey: Investors Have Been “Taken In” by Emerging Market Hype
- Psigma’s Gregory: “We Like India, We Like China” (FE Trustnet)
- Henderson’s Bennett: “No Real Emerging Europe, We Have Got Submerging Europe” (Citywire)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Investors Stick With Actively Managed Foreign Stock Funds (AP)
- Private Equity Firms in Southeast Asia Are Cashing Out Faster (WSJ)
- Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)
- Why Two Fund Managers Still Believe in Macau Casino Stocks (FE Trustnet)
- Fund Manager Consensus: Hong Kong Needs China More Than Vice Versa (AsianInvestor)
- Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)
- Private Equity Group Blackstone to pull out of Russia (FT)
- Where to Find Opportunities in Emerging Markets (BlackRock)
- Short Seller Jim Chanos: Everyone Forgets Ali Baba Was a Thief!
- How Canaccord Genuity’s Oliver is Hedging for Iraq & Ukraine Turmoil (FE Trustnet)
Investing Tips
- Rplan Survey: Investors Have Been “Taken In” by Emerging Market Hype
- Psigma’s Gregory: Avoid Economies With Current Account Deficits (FE Trustnet)
- Psigma’s Gregory: Sell Catch-All Global Emerging Market Funds & Be More Selective (FE Trustnet)
- Skerritts’ Merricks: “A Strong Dollar is Rarely a Good Thing for Emerging Markets” (FE Trustnet)
- Lessons From a Decade of Chinese Stock Trading (WSJ)
- Most of What You Believe About Emerging Markets is Wrong (Forbes)
- How MSCI’s Removal of Qatar & UAE Impacts the Frontier Markets Landscape (MM)
- Look at Stock Returns Rather Than GDP Growth Figures (II)
- Rapid Aging in Emerging Markets will Impact Consumer Spending (AllianceBernstein)
- Job Insecurity Hits the Middle Class / Older Workers in Emerging Markets (AllianceBernstein)
- Shift Your Emerging Market Consumer Exposure from MNCs to Local Stocks (FE Trustnet)
- Creeping Government Role in Emerging Market Businesses are a Worry (Reuters)
- Why Emerging Markets Are Up to the Stress Test (FP)
- Are Emerging Markets Still a Good Investment? (The Telegraph / Bloomberg)
- What Does it Take to be an Emerging Markets Investor? G&M
- Are Emerging Markets Recoupling with Developed Markets? (II)
- Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)
- Emerging Market Stocks Face Prospectus Scrutiny (Canadian Securities Law)
- Best Consumer Stocks for Emerging Market Investors (Morningstar)
- The State of Big Emerging Markets on One Giant Map (BI)
Tabloid Fun!
- Russians Are Fed Up – With America & Its President “Maximka” (NY Observer)
- In “Targeted Sanctions,” Putin Spanks Obama at a Russian Art Gallery (Reason.com)
- Gift Ideas: A £2,500 Gold iPhone with Vladimir Putin’s Face Engraved On It (Telegraph)
- Brazil’s Million Prostitutes are Preparing for the World Cup (The Independent)
- Comparing Putin’s vs Michelle Obama’s China Trips: 40+ Business Deals vs. What?
- Life of Nigeria’s 1%: $50M Jets; $250K Parties in London; Ermenegildo Zegna, Hugo Boss & Porsche Boutiques (NT)
- Online Lynch Mobs Target Expats in Singapore (SCMP)
- FLASHBACK: An (Anonymous) Expat Rant About Singapore In: “i dun unerstan u lah!: An exposé of Singapore and Singaporean retardation”
General Emerging Market News
- Venezuela Hits Corporate Profits at These US Companies (Reuters)
- Old Mutual CEO: Low Oil Prices Won’t Stop Me Investing in Africa (CNBC)
- Falling Oil Prices Puts a Spotlight on Malaysia’s Debt (Reuters)
- Statistics on Swiss Franc Exposure in Central/Eastern Europe Lending (Reuters)
- Don’t Worry About Swiss Franc Mortgages in Poland? (FT)
- Resolving the SE Ukraine Conflict Would be a “Massive Buy Signal” for Russia (CNBC)
- How India (Mostly) Benefits From Low Oil Prices (The Economic Times)
- Putin Wants to Help Coca-Cola’s Russian Competitors (NY Observer)
- How Huawei Grew and Its Prospects in the US (WSJ)
- Brutal Competition Batters Supermarket Stocks the World Over (The Guardian)
- Investors Could Short Hong Kong to Hedge Long Shanghai Positions (BOCOM International)
- Occupy Central Protests Will Hurt These Hong Kong Stocks (SCMP)
- Understanding the Macau Casino Junket System & Why Its on a Losing Streak (WSJ)
- Russia Billionaire’s Jailing Unleashes the Shorts on Mobile TeleSystems OJSC (Bloomberg)
- Table: Earnings Surprises in Emerging Market Asia (BlackRock)
- IMF Warns of Emerging Markets Slowdown (FT)
- Global Smartphone Shipments to Reach 1.2Bn This Year on Emerging Market Strength (Juniper Research)
- Greece is Downgraded to Emerging Market Status (The Telegraph)
- Fitch Cuts Macau Gaming Revenue Forecast to 4% on VIP Weakness (Fitch)
- Diageo’s emerging market problems deepen (FT)
- Gazprombank GPB Hires Former Senators Lott and Breaux to Fight Russia Sanctions (CPI)
- South Africa Falls to #56 in the Global Competitiveness Report
- Mexico Falls Six More Places in the Global Competitiveness Report
- China Still Leads the BRICs in the Global Competitiveness Report
- India Drops 11 Places to #71 in the Global Competitiveness Report
- Russia Moves Up 11 Places in the Global Competitiveness Report (MT)
- Macau Visitor Numbers Will Keep Growing (GGRAsia)
- Are Macau’s Casino Gamblers Reloading for the October Holidays? (MBD)
- AmCham China: 60% of Foreign Companies Feel Unfairly Targeted
- China is Going After Foreign Car Makers (Fitch Ratings)
Interesting News
- Karex Bhd: The World’s Biggest Condom Maker (NST)
- Myanmar: Where a SIM Card Price Went From $2,000 to $1.50 (BloombergBusinessweek)
- Indonesia: Promise and Pitfalls for 7-Eleven (Nikkei Asian Review)
- The 10 Hottest Startups in Asia Right Now (CNN)
- Job Insecurity Hits the Middle Class / Older Workers in Emerging Markets (AllianceBernstein)
- Is India’s lost generation a systemic risk? (CNBC)
- Meet Myanmar’s New Rich One Percent (WSJ)
- Russia as Golf’s New Frontier (WSJ)
- Infographic: Russia’s Sphere of Influence in Context (VOX)
- Despite Centuries of Dire Predictions, Why Russia Isn’t Going Away (NI)
Exclusive EMS Articles/Analysis
- The Shutdown Bangkok Protests: How Safe of an Investment is Thailand?
- Pictures of the “Shutdown Bangkok, Restart Thailand” Protests
- The Philippines: More Two Steps Forward And One Step Back?
- Malaysian Elections: Will The Malaysia ETF Rally or Sink?
- The Singapore Story: Not a Sure Thing for Investors?
- The Malay Dilemma: Is the Malaysia ETF a Safe Emerging Market Investment?
- Will Emerging Markets and Berjaya Corporation Save RadioShack?
RadioShack's new flagship Kuala Lumpur store in the Berjaya Times Square mall.
- Apocalypse Now For Investors? A Realistic Vietnam Investment Review
- A Damaged Culture No More? Investing in the Philippines
- Speculators And Hit-And-Runs: Investing in Indonesia
Category Specific RSS
Africa (41)- Bonds (12)
- Books (1)
- Brands (17)
- China (91)
- Closed End Funds (14)
- Commodities (14)
- Companies (5)
- Corruption (4)
- Currencies (13)
- Eastern Europe (65)
- EMS Analysis (10)
- ETFs (23)
- Eurasia / Central Asia (7)
- Featured (3)
- Frontier / Emerging Market News (139)
- Fund / Fund Manager News (74)
- India (40)
- Infrastructure (10)
- Interesting News (23)
- Investing Tips (72)
- Latin America (44)
- Middle East (27)
- Mutual Funds (18)
- Real Estate (8)
- Russia (63)
- Southeast Asia (55)
- Startups (2)
- Stocks (60)
- Tabloid Fun! (8)
- Technology (16)
- Uncategorized (1)
