Tag Archives: Emerging Markets

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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Who is most exposed to China slowdown? – FT

The countries most exposed to China’s slowing economy are not necessarily those you’d expect. Nikolaos Panigirtzoglou, global market strategist with JPMorgan Investment Bank, talks to the FT’s capital markets editor Dan McCrum about the banking, investment and trade links that … Continue reading

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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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Greenspan conundrum in reverse – FT

The emerging market savings glut may be over as countries raid their reserves to stabilise their currencies. James Mackintosh, investment editor, examines the threat to US bonds and whether the effect on bond yields of a Fed rate rise might … Continue reading

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Emerging market turmoil – FT

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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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Emerging markets’ reserves fall – FT

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

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?

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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