Category Archives: BRICs

Who’s Exposed to China?

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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Brazil Hikes

Brazil‘s Central Bank increased interest rates on Wednesday evening to 7.5% from 7.25%.   The rate hike was not totally unexpected.  Here is what Forbes had to say, Central Bank president Alexandre Tombini hinted several times over the last week that … Continue reading

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Emerging Markets: The Catch-Up Trade?

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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Slowing Russian growth sets up interest rate fight

(click here if video is not observable)

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Emerging economies in 2013 – Economist

Great perspective on the emerging markets. “China’s ‘authoritarian growth miracle’ is over…. they just don’t last” – William Easterly Which countries will be the economic success stories of 2013? William Easterly, professor of economics at New York University, and Dambisa … Continue reading

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Stratfor: Russia’s Massive Demographic Shift

Stratfor explains how Russia’s diversifying population coupled with a proportional increase in the post-Soviet era population will pose the greatest challenge to the government. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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PetroBlahs

This dog has hurt us big time over the years. So much for state-directed capitalism and one reason, in our opinion, why the markets are shitting BRICs! Back in 2008 Goldman Sachs listed Petrobras’ share price at $60, now-a-days it … Continue reading

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‘The Girl From Ipanema’ Turns 50 – WSJ

Great video from the Wall Street Journal.   Didn’t know the Girl is real. As she the song turns fiddy let’s hope the BOVESPA chart starts to turn up! (click here if video is not observable)

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HSBC Flash China PMI At 7-Month Low

Here’s the first piece of today’s data dump from Markit that hammered the markets and Mr. Risk. Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “China’s … Continue reading

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OECD leading indicators point to diverging economic activity

The OECD reported today, Composite leading indicators (CLIs), designed to anticipate turning points in economic activity relative to trend continue to point to divergence between economies. The CLIs for Japan, the United States and Russia continue to signal improvements in … Continue reading

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