Category Archives: Uncategorized

Emerging ‘earthquake’? – FT

An earthquake is approaching in emerging markets, according to Alberto Gallo, head of macro credit research at RBS. He explains to the FT’s capital markets editor, Dan McCrum, his worries and why Brazil is one of the most exposed countries. … Continue reading →

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US Sector ETF Performance – September 23

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Emerging markets risky but no implosion – FT

Falling commodity prices, large current account deficits and politics are three problems undermining emerging markets. James Mackintosh, investment editor, on which countries are most at risk and whether for investors it’s a risk worth taking. For more video content from … Continue reading →

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Emerging market turmoil – FT

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The Strategy Behind China’s Currency Devaluation – StratFor

Stratfor East Asia Analyst John Minnich and Analyst Matt Bey discuss how China’s currency devaluation fits into the country’s broader economic goals. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Bad summer for emerging market equities – FT

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Emerging Markets: There and back again – FT

James Mackintosh on whether EM is down and out or showing glimmers of hope Emerging markets have given back all their gains made during the Chinese rebound of 2009-10. James Mackintosh, investment editor, considers whether EM is now down and … Continue reading →

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US Sector ETF Performance – July 20

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Daily Risk Monitor – July 14

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Turkey’s post-election turmoil – FT

Turkey’s ruling AK party has lost its parliamentary majority in the country’s general election. Daniel Dombey discusses the fallout from the results and what’s next for the nation and its president, Recep Tayyip Erdogan. For more video content from the … Continue reading →

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