Category Archives: Emerging Markets

Can India’s stock rally be sustained? – FT

India’s stock markets have been powering ahead after the election win of Narendra Modi. James Crabtree explains the technical reasons why the rally may go on but how its sustainability depends on Mr Modi delivering his promised structural reforms. For … Continue reading

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Quest for yield in emerging markets – FT

FT senior investment columnist John Authers talks to Omar Negyal, portfolio manager, emerging markets income, at JP Morgan about his strategy to capitalise on cheap emerging markets by focusing on dividend yields. For more video content from the Financial Times, … Continue reading

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Martin Wolf on Mexico – FT

President Enrique Peña Nieto’s reformist makeover of Mexico has wowed markets and foreign investors, if not Mexicans. Martin Wolf, chief economics commentator at the Financial Times, talks to the FT’s John Paul Rathbone about the country’s prospects. For more video … Continue reading

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Argentina Sovereign Debt – FT

The FT’s Robin Wigglesworth and Joseph Cotterill discuss Argentina’s decision to pay back its debt to the Paris Club of creditors. Argentina lost access to capital markets after its $100bn sovereign default 13 years ago. For more video content from … Continue reading

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What India’s Vote Mean – NY Times

As Narendra Modi swept into power as prime minister-elect Friday, a look at what India’s vote means.  – NY Times (click here if video is not observable)  

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Modi poised for victory – FT

Many people in India say there is no alternative — Narendra Modi may be tainted by his links to violence against Muslims in Gujarat in 2002, but he looks well positioned to benefit from the backlash against the Congress Party. … Continue reading

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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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There’s value in emerging markets – FT

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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Argentina’s informal currency market – Economist

Florida street in Buenos Aires has become a popular destination for Argentine savers wanting to buy American dollars which, unlike their own currency, hold their value –  Economist  (click here if video is not observable)

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Three Fave Country ETFs

Our favorite country ETFs to start out the new year are Spain (EWP),  Mexico (EWW), and Korea (EWY). Spain has bolted out of the gates as the sovereign 10-year yield has fallen sharply, down 35 basis in just the first … Continue reading

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