- Better Investing Strategy: Blend Emerging & Frontier Markets (Financial Advisor)
- Indices for Measuring Emerging Market Political Instability (Enterprising Investor)
- Why Emerging Markets are Increasingly Moving to Their Own Rhythms (AP)
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)
- M&G Investments’ Vaight: “Chinese Firms Can Become Globally Competitive” (FE Trustnet)
- New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)
- HSBC Emerging Markets Index Falls From 51.7 to 51.2 But Manufacturing Was Up
- Russia, Kazakhstan and China are Buying Gold (The Diplomat)
- Fortune Magazine: Seven Emerging Markets to Invest in Now
- YPO CEO Survey: Brazil CEO Confidence Stagnates (YPO)
- YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)
- Emerging Markets Like India: The Next Frontier for Surgical Innovation (Cambridge Consultants)
- Sheldon Adelson: Macau VIP Gamers “Below the Radar” Until “Witch-hunt” Levels Off (Macau Daily Times)
- Chart: Asia GDP Per Capita Has Risen Sharply Since 1960 (Aberdeen)
- Frontier Markets: Small, Concentrated & Misunderstood (Financial Advisor)
- Prudent Ways to Invest in Frontier Markets (WSJ)
- China Internet Update (KraneShares)
- Templeton’s Chow: “No Reason the Goat and the Bull Cannot be Friends” (Mobius Blog)
- Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)
- OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)
- Don’t Invest in Countries With Strong GDP Growth? (GMO LLC)
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- South Africa Stocks “Expensive Within Emerging Markets” (Moneyweb.co.za)
- YPO CEO Survey: UAE Business Confidence Declines Significantly (YPO)
- YPO CEO Survey: Africa CEO Confidence at 5-year Low (YPO)
- CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)
- Emerging Market CDS Volume Up 46% in 2014 (EMTA)
- Chart: Stock Market Capitalization as a Percent of GDP (Guggenheim Investments)
- Macquarie’s Le Cornu Likes Korean Cosmetics, Chinese Insurance Stocks & Macau Casinos (Bloomberg)
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