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Tag Archives: Emerging Markets
The Weekend Read
IT LOOKS like a planetary tattoo designed to be seen from space, a vast set of concentric circles inscribed in the skin of southern California’s desert. Ground was broken on the Ivanpah power plant, which is to be one of … Continue reading
Posted in The Weekend Read, Uncategorized
Tagged China, Commodities, Emerging Markets, European Debt Crisis, Monetary Policy
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The Weekend Read: Beyond the Noise
Li & Fung, a Hong Kong-based consumer goods sourcing and logistics company, warned that “a new era in sourcing with higher prices” has begun, as manufacturers pass on the rising costs of both raw materials and Chinese labour to customers. … Continue reading
The Weekend Read: Hostage to Crude
Under ordinary circumstances, accelerating inflation is bad for stock prices. Present circumstances, however, create a rare exception. Investors who aim to increase their wealth by owning stocks over the next decade should hope Federal Reserve Chairman Ben Bernanke fails in … Continue reading
Posted in The Weekend Read
Tagged China, Crude Oil, Emerging Markets, Equities, Geopolitical Risk, Japan
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The Great Monetary Policy Swan Dive
Great chart from the OECD illustrating the dramatic actions taken by the world’s major central banks during the financial crisis. The massive collapse in short-term interest rates has reduced income of savers and the splash of the heavyweight central banks … Continue reading
Posted in Bonds, BRICs, Charts, China, Monetary Policy, Policy
Tagged Emerging Markets, Gold, Interest rates, Monetary Pollicy, Zero Interest Rate Policy
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Stat of the Day: Average Daily Return on Up Days…..
We thought this is an interesting statistic. Of the major equity markets we track, the Brazilian Bovespa ranks número um in terms of the average daily return on up days. We need to do further work on this, controlling for … Continue reading
Posted in BRICs, China, Equities
Tagged Bovespa, Emerging Markets, Global equity markets, Volatility
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Quote of the Day
I predict that the unemployed in this country who will face the inevitable inflation of this money-printing will find little joy in watching Indonesian stocks rise further. – Howard Simons
Posted in China, Commodities, Currency, Monetary Policy
Tagged Bubble, Emerging Markets, Monetary Policy
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“Emerging markets at risk from a gigantic bubble” – FT
In case you missed it, great FT piece by Peter Tasker of Argus Research about asset bubbles in Japan and China and the role of FX policy. It’s all about Macro these days, The message is clear. It wasn’t the … Continue reading
Posted in China, Currency, Equities, Gold, Monetary Policy
Tagged Bubble, China, Emerging Markets, Gold, Japan
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Global Macro Monitor 