- On the Ground in Brazil (East Capital)
- Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap? (Smart Karma)
- 5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)
- EMs With Stronger Fundamentals Should See Inflows (Capital Group)
- Brazil’s Central Bank On The Verge Of Raising Its Inflation Target As It Spirals Into The Inflationary Abyss (Zero Hedge)
- Americanas: Rial Encontra Inconsistência de R$ 20 Bi Nas Contas e Decide Não Seguir Como CEO (exame invest)
- International Meal Company – MEAL3 – LATAM Stocks Investment Analysis #11 (Latam Stocks Substack)
- Emerging Markets Debt: Springtime in January? (Barings)
- Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)
- Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)
- Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
- Brazil: Setting the Stage for a Brighter Future? (Franklin Templeton)
- Relaxed Financial Markets Look at Lula’s Comeback (Amundi)
- Emerging Markets Interesting for Income Right Now (FT Advisor)
- The Brazilian Real and the Mexican Peso Have Climbed Against the Dollar as it Steamrolls Rival Currencies This Year — But Economic and Political Risks Could Eat Into Their Gains (Markets Insider)
- Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- How Food Inflation is Swallowing Latin America’s Dietary Staples (Financial Times)
- Pricey Tortillas: LatAm’s Poor Struggle to Afford Staples (AP)
- Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)
- Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)
- Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)
- Brazil and South Africa: Two Continental Giants with Feet of Clay (PGIM Fixed Income)
- Local Investors Discover Brazilian Stocks (Franklin Templeton)
- COVID-19: A Positive Tipping Point for Some Brazilian Banks? (Franklin Templeton)
- Brazil Takes Big Reform Step (Franklin Templeton)
- South American Rumbles: Argentina and Brazil Developments (Pictet)
- Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)
- South American Economies Dive South as Growth Outlook Dims (Bloomberg)
- The S&P Indices Versus Active (SPIVA) Latin America Scorecard (S&P Dow Jones Indices)
- 3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
- Emerging Markets: Why Politics Matter in 2018 (Hermes)
- The 5 Best Emerging Markets for 2018 (Kiplinger)
- Bloomberg Quicktake: Brazil’s Highs and Lows
- 5 Major Conservative Victories in Latin America in 2017 (Breitbart)
- Mark Mobius Answers Readers’ Questions (Mobius Blog)
- Argentina Rises as Brazil Sinks on Bad News (Barron’s)
- Morgan Creek Capital’s Yusko: “Killer Ds” Will Hurt the Developed World (CNBC)
- Stocks with 10% or More Sales Exposure to Brazil (Goldman Sachs)
- Brazil Readies $18.5B Public Spending Plan (Valor Econômico)
- Bloomberg’s Misery Index’s Most Miserable Emerging Markets
- Brazil’s Giant Problem: The State (WSJ)
- What Risks Do Emerging Markets Pose to US Economy? (Bloomberg)
- Oppenheimer’s Leverenz Blames “Radical Collapse” in FX Markets for Poor Performance (WSJ)
- Brazil: What’s Gone Wrong Plus Four Scenarios (Miami Herald)
- Chart: Brazil Exports to China Begin to Cool (WSJ)
- Latin American Stocks to Consider (Aberdeen)
- Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)
- Is There Progress Fighting Latin American Corruption? (Economist)
- The 15 Most Miserable Emerging Market Economies (Bloomberg)
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- Emerging Market CDS Volume Up 46% in 2014 (EMTA)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- The State of Big Emerging Markets on One Giant Map (BI)
- China Still Leads the BRICs in the Global Competitiveness Report
- Emerging Markets Election Timetable 2014 (Aberdeen)
- Volkswagen Hit By Falling Emerging Market Sales (FT)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- Emerging Markets in the East Converging With Developed Markets in the West (Create Research)
- “Fragile Five” Emerging Markets No Longer That “Fragile” (AP)
- India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)
- Brazil’s Million Prostitutes are Preparing for the World Cup (The Independent)
- Why Emerging Markets Are Back in Style for Investors (Breakout)
- Election Results in Some Fragile Five Emerging Markets Calm Investors (Reuters)
- Mark Mobius’s Emerging Markets Outlook (WSJ)
- Brazil’s Grievous Manufacturing Collapse (The Emerging Markets Investor)
- Brazil Beckons with Low Valuations and Growth Potential (Van Eck)
- Brazil and the Return of Neomercantilism (The Emerging Markets Investor)
- No, Brazil and Argentina Aren’t Planning a South American Version of the Euro. Here’s What’s Going On. (Market Watch via MSN)
- Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)
- Brazil’s Americanas Could Face Up to $8 Billion Early Debt Charges After Accounting Scandal, Court Warns (Reuters)
- Telefonica: There’s A Significant Upside At This Valuation In 2023 (Seeking Alpha)
- Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)
- Conservatism Grows in Brazil, Despite Leftist President’s Win (Wall Street Journal)
- Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
- Analysis: Donations From Brazil Farm Sector Boost Bolsonaro’s Re-election bid (Reuters)
- “Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)
- Outlook On Emerging Markets (Lazard AM)
- Brazil: A Nation Divided | FT Film (Financial Times)
- Investors Love and Hate Lula a Decade After He Made Them Very Rich (Bloomberg)
- Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Latin America’s Vicious Circle is a Warning to the West (The Economist)
- Inflation Returns to Haunt Brazilians (Financial Times)
- It’s Getting Too Expensive to Export Soybeans From Top Grower Brazil (Bloomberg)
- Brazil: Worth a Closer Look (Franklin Templeton)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- Active Managers’ Outperformance in Brazilian Bond Funds: Skill or Price Distortion? (S&P Dow Jones)
- China’s SGID to Become Major Player in Chilean Electricity Market (The Asset)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- Latin America: Where to Find Growth in 2019? (Pictet AM)
- Exchange Rate Predictability in Emerging Markets (Amundi AM)
- Economic Survey of Brazil: Towards a More Prosperous and Inclusive Brazil (OECD)
- A Turning Point in Brazil (William Blair)
- Latin America: Will Politics Overshadow GDP Growth? (Invesco)
- Burying the Legal Ghosts of Brazil’s Hyperinflation (Project Syndicate)
- Brazil Is Ready for Its Own TV Star President (Bloomberg)
- Political Reckonings Loom in Pivotal Elections Across Latin America (WPR)
- Brazil’s Argentina Moment (Project Syndicate)
- 2017 Global Retail Development Index (ATKearney)
- Nomura’s Morden: Argentina Faces Risks From the Duration of Brazil Contagion (Barron’s)
- Invesco Manager: Brazil a “Sinkhole of Corruption Still Searching for a Bottom” (Forbes)
- Downgraded Countries Were Top Emerging Market Performers in 2016 (IOL)
- Latin American Political Turmoil is Roiling These Markets (Bloomberg)
- 2016 Was Awful for Brazil and 2017 Doesn’t Look Much Better
- Brazil’s Middle Class Feels Recession Pains (CNN Money)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- Brazil Heads for Worst Recession Since 1901 (Bloomberg)
- Infographic: Brazil Left in the Lurch by China (WSJ)
- GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
- Aberdeen LAQ Manager: Brazil “Looks to be Slipping Into a Recession”
- Brazil Consumer Confidence Falls in Latest Nielsen Survey
- Mark Mobius’ Contrarian Case for Investing in Brazil (Mobius Blog)
- New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)
- YPO CEO Survey: Brazil CEO Confidence Stagnates (YPO)
- Psigma’s Gregory: Avoid Economies With Current Account Deficits (FE Trustnet)
- Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)
- Brazil Slightly Lower in the Latest Global Competitiveness Report
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- Lowe’s Companies Said to be Looking for Acquisitions in Brazil (Bloomberg)
- BRICs Morphing Into an Anti-dollar Alliance (MT)
- Getting Bullish on Brazilian Consumer Stocks (CNBC)
- Why Emerging Market Refrigerators Contain Cold Hard Economic Data (II)
- S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)
- Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)
- The Emerging Market Sand Trap: Financial Reports, Currency & Other Risks (Epoch Times)
- Emerging Markets Will Represent Over 50% of Global Vehicle Capacity in 2020 (IHS)
- Mark Mobius’s Favorite Emerging Markets: Indonesia, Russia, Brazil, Vietnam and South Africa (WSJ)
- Emerging Market Investors Need to Think Beyond Investing in the BRICs (II)
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