, Author at Emerging Market Skeptic - Page 11 of 12

Templeton’s Chow: “No Reason the Goat and the Bull Cannot be Friends” (Mobius Blog)

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Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)

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Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)

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M&G Investments’ Vaight: “Chinese Firms Can Become Globally Competitive” (FE Trustnet)

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OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)

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New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)

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Don’t Invest in Countries With Strong GDP Growth? (GMO LLC)

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HSBC Emerging Markets Index Falls From 51.7 to 51.2 But Manufacturing Was Up

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Key Findings: Credit Suisse Emerging Markets Consumer Survey

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Russia, Kazakhstan and China are Buying Gold (The Diplomat)

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South Africa Stocks “Expensive Within Emerging Markets” (Moneyweb.co.za)

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Fortune Magazine: Seven Emerging Markets to Invest in Now

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YPO CEO Survey: UAE Business Confidence Declines Significantly (YPO)

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YPO CEO Survey: Brazil CEO Confidence Stagnates (YPO)

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YPO CEO Survey: Africa CEO Confidence at 5-year Low (YPO)

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YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)

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CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)

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Emerging Markets Like India: The Next Frontier for Surgical Innovation (Cambridge Consultants)

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Emerging Market CDS Volume Up 46% in 2014 (EMTA)

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Sheldon Adelson: Macau VIP Gamers “Below the Radar” Until “Witch-hunt” Levels Off (Macau Daily Times)

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Chart: Stock Market Capitalization as a Percent of GDP (Guggenheim Investments)

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Chart: Asia GDP Per Capita Has Risen Sharply Since 1960 (Aberdeen)

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Macquarie’s Le Cornu Likes Korean Cosmetics, Chinese Insurance Stocks & Macau Casinos (Bloomberg)

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Some Key Points: The Renminbi & China Commercial Paper Market (KraneShares)

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Vietnam Closed End Funds: Improving Outlook & Attractive Valuations (Numis)

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Macau Casino Smoking Ban: Nightclubs to the Rescue? (GGRAsia)

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Fortune Magazine’s Best Emerging Markets to Invest in Now

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How Much Should You Invest in Emerging Markets? (The Telegraph)

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Income Ideas From Emerging Markets (Institutional Investor)

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Heatmap: Structure of Russian Exports (Research Affiliates)

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Graph: The Structure of Russia’s Foreign Debt (Research Affiliates)

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Venezuela Hits Corporate Profits at These US Companies (Reuters)

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Old Mutual CEO: Low Oil Prices Won’t Stop Me Investing in Africa (CNBC)

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Jupiter’s Croft: If History Repeats Itself, Russian Stocks Could Double (FE Trustnet)

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Rplan Survey: Investors Have Been “Taken In” by Emerging Market Hype

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Psigma’s Gregory: “We Like India, We Like China” (FE Trustnet)

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Psigma’s Gregory: Avoid Economies With Current Account Deficits (FE Trustnet)

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Psigma’s Gregory: Sell Catch-All Global Emerging Market Funds & Be More Selective (FE Trustnet)

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Falling Oil Prices Puts a Spotlight on Malaysia’s Debt (Reuters)

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Statistics on Swiss Franc Exposure in Central/Eastern Europe Lending (Reuters)

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Don’t Worry About Swiss Franc Mortgages in Poland? (FT)

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Resolving the SE Ukraine Conflict Would be a “Massive Buy Signal” for Russia (CNBC)

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How India (Mostly) Benefits From Low Oil Prices (The Economic Times)

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Henderson’s Bennett: “No Real Emerging Europe, We Have Got Submerging Europe” (Citywire)

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Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)

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Skerritts’ Merricks: “A Strong Dollar is Rarely a Good Thing for Emerging Markets” (FE Trustnet)

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Putin Wants to Help Coca-Cola’s Russian Competitors (NY Observer)

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Russians Are Fed Up – With America & Its President “Maximka” (NY Observer)

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Investors Stick With Actively Managed Foreign Stock Funds (AP)

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Karex Bhd: The World’s Biggest Condom Maker (NST)

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Myanmar: Where a SIM Card Price Went From $2,000 to $1.50 (BloombergBusinessweek)

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Indonesia: Promise and Pitfalls for 7-Eleven (Nikkei Asian Review)

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How Huawei Grew and Its Prospects in the US (WSJ)

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Private Equity Firms in Southeast Asia Are Cashing Out Faster (WSJ)

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Lessons From a Decade of Chinese Stock Trading (WSJ)

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In “Targeted Sanctions,” Putin Spanks Obama at a Russian Art Gallery (Reason.com)

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Brutal Competition Batters Supermarket Stocks the World Over (The Guardian)

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Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)

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Why Two Fund Managers Still Believe in Macau Casino Stocks (FE Trustnet)

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Investors Could Short Hong Kong to Hedge Long Shanghai Positions (BOCOM International)

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Occupy Central Protests Will Hurt These Hong Kong Stocks (SCMP)

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Fund Manager Consensus: Hong Kong Needs China More Than Vice Versa (AsianInvestor)

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Understanding the Macau Casino Junket System & Why Its on a Losing Streak (WSJ)

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Most of What You Believe About Emerging Markets is Wrong (Forbes)

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Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)

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How MSCI’s Removal of Qatar & UAE Impacts the Frontier Markets Landscape (MM)

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Look at Stock Returns Rather Than GDP Growth Figures (II)

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The 10 Hottest Startups in Asia Right Now (CNN)

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Russia Billionaire’s Jailing Unleashes the Shorts on Mobile TeleSystems OJSC (Bloomberg)

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Private Equity Group Blackstone to pull out of Russia (FT)

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Rapid Aging in Emerging Markets will Impact Consumer Spending (AllianceBernstein)

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Job Insecurity Hits the Middle Class / Older Workers in Emerging Markets (AllianceBernstein)

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Table: Earnings Surprises in Emerging Market Asia (BlackRock)

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Where to Find Opportunities in Emerging Markets (BlackRock)

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Shift Your Emerging Market Consumer Exposure from MNCs to Local Stocks (FE Trustnet)

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Creeping Government Role in Emerging Market Businesses are a Worry (Reuters)

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Is India’s lost generation a systemic risk? (CNBC)

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Why Emerging Markets Are Up to the Stress Test (FP)

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IMF Warns of Emerging Markets Slowdown (FT)

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Are Emerging Markets Still a Good Investment? (The Telegraph / Bloomberg)

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Short Seller Jim Chanos: Everyone Forgets Ali Baba Was a Thief!

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Global Smartphone Shipments to Reach 1.2Bn This Year on Emerging Market Strength (Juniper Research)

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Greece is Downgraded to Emerging Market Status (The Telegraph)

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Fitch Cuts Macau Gaming Revenue Forecast to 4% on VIP Weakness (Fitch)

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What Does it Take to be an Emerging Markets Investor? G&M

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Are Emerging Markets Recoupling with Developed Markets? (II)

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Meet Myanmar’s New Rich One Percent (WSJ)

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Russia as Golf’s New Frontier (WSJ)

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Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)

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Emerging Market Stocks Face Prospectus Scrutiny (Canadian Securities Law)

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Best Consumer Stocks for Emerging Market Investors (Morningstar)

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The State of Big Emerging Markets on One Giant Map (BI)

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Its Difficult to Find a Good Emerging Markets Fund (every investor)

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How Canaccord Genuity’s Oliver is Hedging for Iraq & Ukraine Turmoil (FE Trustnet)

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Do You Need to Putin-proof Your Portfolio? (FE Trustnet)

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Fidelity China Special Sits Trust: Four China Investment Themes (FE Trustnet)

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Deutsche Bank: Emerging Market Rally is a False Dawn (Barron’s)

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Diageo’s emerging market problems deepen (FT)

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Infographic: Russia’s Sphere of Influence in Context (VOX)

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Gazprombank GPB Hires Former Senators Lott and Breaux to Fight Russia Sanctions (CPI)

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South Africa Falls to #56 in the Global Competitiveness Report

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Mexico Falls Six More Places in the Global Competitiveness Report

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Brazil Slightly Lower in the Latest Global Competitiveness Report

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China Still Leads the BRICs in the Global Competitiveness Report

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India Drops 11 Places to #71 in the Global Competitiveness Report

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Russia Moves Up 11 Places in the Global Competitiveness Report (MT)

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Macau Visitor Numbers Will Keep Growing (GGRAsia)

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Are Macau’s Casino Gamblers Reloading for the October Holidays? (MBD)

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AmCham China: 60% of Foreign Companies Feel Unfairly Targeted

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Despite Centuries of Dire Predictions, Why Russia Isn’t Going Away (NI)

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China’s Investment Managers Abandon the Retail Market to Focus on Wealth Management Market (FT)

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China is Going After Foreign Car Makers (Fitch Ratings)

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Chinese Stocks: Cheap Long-term Play or Value Trap? (FE Trustnet)

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Russian Stocks and the Ruble to Remain Under Pressure (Capital Economics)

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Coutts CIO: Russian Stocks Now Appear Attractive (FE Trustnet)

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State Street Global Advisors’ CIO: Russia Stocks Could See Further Selloffs (FE Trustnet)

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Emerging Markets: Where People Actually Use Google+ (GlobalWebIndex Blog)

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Ashmore Investment Management: Aggressive Western Foreign Policy Threatens Emerging Market Progress (funds europe)

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Is This Divergence an Emerging Market Warning Sign? (BCA Research)

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Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)

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Indexes Often Get Emerging Markets Wrong (Barron’s)

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To Succeed in Africa, a Business Must Succeed in Nigeria (Economist)

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Mark Mobius vs Passive Emerging Market Funds (CBS MoneyWatch)

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Johnson & Johnson vs Abbott Laboratories in Emerging Markets (TheStreet)

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Emerging Markets Election Timetable 2014 (Aberdeen)

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Morgan Stanley’s Shallett: Emerging Markets Beset By Risk & Rich Valuations (Citywire)

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Margetts Fund Management Manager: Emerging Markets Rally Has Gone Too Far (FE Trustnet)

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Hawksmoor Investment Management Manager Cutting Emerging Market Exposure (FE Trustnet)

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Norway’s Sovereign Wealth Fund Slows Emerging Market Investment (Bloomberg)

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Seven Things to Consider Before Investing in Emerging Markets (AllianceBernstein)

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Russia’s EU Food Ban a Blessing in Disguise for Shipping Companies (MT)

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Barclays: China Fears Being Overplayed (FT Adviser)

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Emerging Market Private Equity Beats Listed Stocks (Asian Investor)

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Whitechurch Securities: Buy Actively Managed India Funds Rather Than ETFs (FE Trustnet)

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Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)

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Capital Economics: History Says Rally in Emerging Market Stocks is no Dead Cat Bounce (FE Trustnet)

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Aberdeen CIO: Investors Are Not Prepared for a Rise in Oil Prices (FE Trustnet)

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What’s Next for Emerging Markets and the Dubai Stock Market? (Gulf Business)

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The Great Chinese Exodus (WSJ)

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Lowe’s Companies Said to be Looking for Acquisitions in Brazil (Bloomberg)

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J.P. Morgan: Invest in Emerging Market Exporters (Barron’s)

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Mixed Views on Emerging Markets (MarketWatch)

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Microsoft’s Emerging Market Problems: Piracy & Naked PCs (Reuters)

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Sanctions Will Impact Russian Arctic, Deepwater & Shale Oil Exploration (FT)

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Meat Scandal Sees McDonald’s Sales Drop 7.2% in Emerging Markets (SCMP)

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Aging will Reduce Economic Growth Worldwide in the Next Two Decades (Moody’s)

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Bitcoin is a Game Changer for Retailers and Emerging Markets (Examiner.com)

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Investors Rethink Emerging Market ETFs (FT)

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Russia Troubles Hit Emerging Markets – Including Emerging Europe (Barron’s)

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Emerging Market Funds Hammer Developed Market Funds in July (Interactive Investor)

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Israeli Tech Scene Endures During War (WSJ)

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What’s the Right Exposure to Emerging Market Stocks? (USA Today)

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HSBC Emerging Markets Index: EM Lose Pace in July Despite Manufacturing Pick-up (HSBC)

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What the HSBC Earnings Report Tells Us About Emerging Markets (Forbes)

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Will Frontier Markets Follow the Same Emerging Market Pattern? (The Telegraph)

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Coronation Africa Frontiers Fund Manager: Stick With MNC Subsidiaries (Citywire)

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Terry Smith: Emerging Markets to Outperform Over the Long-term But Brace for Volatility (FE Trustnet)

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Lazard Emerging Markets Fund Manager: Full-blown Financial Crisis in China is Unlikely (FE Trustnet)

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Eleven Frontier or Emerging Markets Near Bankruptcy (USA Today)

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The Road to Mandalay Becomes More Vital – To China (FT)

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The “Next 15″ Will Drive 80% of Emerging Market Growth by 2025 (Luxury Daily)

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2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)

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Unilever: Domestic Emerging Markets Companies Now Our stiffest Competition (FT)

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Singapore’s GIC Remains Cautious Over its Medium-term Outlook (Today)

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Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)

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Singapore’s Sovereign Wealth Fund to Increase Investment in China (FT)

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Bulgaria Goes Nuclear on Russia with a $5B Deal with Westinghouse (MT)

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Online Travel Booking Revenue from Emerging Markets is Surging (Travel Weekly)

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Volkswagen Hit By Falling Emerging Market Sales (FT)

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Emerging Market Weakness Hits Unilever’s Home & Personal Businesses the Most (Trefis)

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UK Retail’s Most Valuable Shoppers Are From Asian Emerging Markets (Internet Retailing)

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Diageo Takes a £264M Writedown on China (The Telegraph)

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BRICs Morphing Into an Anti-dollar Alliance (MT)

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The Next Macau & Las Vegas? Crimea and Sochi See Future as Gambling Centers (MT)

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Gary Shilling: 9 Investment Ideas for the Current Risk-On World (Business Insider)

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Three Reasons Why Investors Should Buy Frontier Market Stocks (The BlackRock Blog)

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BMW’s $1 Billion Bet on Mexico (Reuters)

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Newton’s Pidcock: Asian Recovery Just Getting Started (FE Trustnet)

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Russian Equities are at “Too Big a Discount” (CNBC)

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Investors Are Returning to Emerging Markets in Asia But Indonesia Looks Risky (CNBC)

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Trying to Make Sense of Argentina’s Debt Mess (BA Herald)

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BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)

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EXS Capital’s Solberg: China’s Property and Steel Sectors Look Interesting Now (CMN)

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What Russia Sanctions? Russia’s Rosneft and BP Sign Long-Term Oil Deal (MT)

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Gift Ideas: A £2,500 Gold iPhone with Vladimir Putin’s Face Engraved On It (Telegraph)

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Russia’s Mechel to Dump US and Other Assets to Focus on Asia (MT)

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Leave Emerging Markets to the Fund Manager Pros (Investors Chronicle)

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Aberdeen CEO: Stick With the Emerging Markets (CNBC)

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Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)

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Sovereign Wealth Funds Increase Investments in Emerging Markets (SCMP)

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ABN Amro Likes China, Taiwan and Thailand Equities (Bloomberg)

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Are Investors Ignoring Growing Warning Signs for Emerging Market Debt? (RBA)

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Are Asian Households Over Their Head in Consumer Debt? (CNBC)

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Improving Facebook on Android for Frontier Markets Like Africa

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Getting Bullish on Brazilian Consumer Stocks (CNBC)

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India and Indonesia are Better Positioned to Survive Rising Oil Prices (CNBC)

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Societe Generale Survey: Fund Managers Turning Bearish on Emerging Markets (CNBC)

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Changing Investor Attitudes About Emerging Markets (CNBC)

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Don’t Believe All the Doom and Gloom Scenarios for China? (FT)

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Water Tech Stock Xylem Inc Wants More Revenue from Emerging Markets (Bloomberg)

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