Tag Archives: Emerging Markets

Bad summer for emerging market equities – FT

Posted on August 17, 2015 by macromon

(click here if video is not observable)

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Emerging Markets: There and back again – FT

Posted on July 22, 2015 by macromon

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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Emerging markets’ reserves fall – FT

Posted on April 1, 2015 by macromon

Probably contributing to weakness in the gold price, no? Josh de la Mare provides Wednesday’s top stories from around the world, with reserves in emerging markets falling for the first time in two decades, General Buhari winning in Nigeria’s historic … Continue reading →

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Charts for Christmas: emerging markets – FT

Posted on December 30, 2014 by macromon

John Authers looks at the sharp fall in commodity prices in 2014, and the effect this had on emerging markets. Could commodity prices have hit bottom? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here if video is not … Continue reading →

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Who’s Exposed to China?

Posted on March 13, 2014 by macromon

Good piece over at the FT’s beyondbrics blog on which emerging markets are exposed to China.   The table below looks at non-farm commodity exports (NFC) and share of exports to China as a percent of GDP.  The higher the score … Continue reading →

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There’s value in emerging markets – FT

Posted on March 10, 2014 by macromon

In the second of a two-part series, London Business School’s Elroy Dimson tells John Authers that value investing works better in emerging markets than in the developed world — but the premiums for small companies and for momentum are much … Continue reading →

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Daily Risk Monitor – September 11

Posted on September 11, 2013 by macromon

The S&P500 is only 1.22 percent from its August 2nd all-time high of 1709.67.   Looks like it shaping up be a year when you  sell buy Rosh Hashanah,  buy Yom Kippur,  no?   Must be global warming. Click on table to … Continue reading →

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Emerging Markets: The Catch-Up Trade?

Posted on April 10, 2013 by macromon

Emerging markets are finally starting to find a bid.  The Brazilian Bovespa, after a nice reversal on Friday, came into the week down almost 10 percent with most other emerging market equity indices lagging the S&P500 in a big way.  … Continue reading →

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Global Trend Indicators

Posted on September 4, 2011 by macromon

(click here if tables are not observable)

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The Weekend Read: Equity Rampopotamus!

Posted on July 1, 2011 by macromon

There are comments that there are underlying flaws in the ISM number and that GM’s (GM – commentary – Trade Now) sales numbers are inflated by some channel stuffing, but the market continues to act as if it doesn’t have … Continue reading →

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