PopMuse: Emerging Markets http://popmu.se Musings of stuff en-us Copyright 2007-2019 http://creativecommons.org/licenses/by-nc-sa/3.0/ China Dividends Soar as Sinopec, Tencent Increase Payouts https://blogs.barrons.com/emergingmarketsdaily/2018/08/21/china-dividends-soared-56-2-in-q2-thanks-to-sinopec/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/08/21/china-dividends-soared-56-2-in-q2-thanks-to-sinopec/?mod=BOLBlog Tue, 21 Aug 2018 20:41:08 UTC Evie Liu at Emerging Markets Daily Global dividend payouts surged 12.9% year over year in the second quarter to a record $497.4 billion, driven by strong corporate balance sheets and positive outlooks. http://creativecommons.org/licenses/by-nc-sa/3.0/ Turkey Crisis Highlights a Better Way to Buy Emerging Market Debt https://blogs.barrons.com/emergingmarketsdaily/2018/08/10/turkey-crisis-highlights-a-better-way-to-buy-emerging-market-debt/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/08/10/turkey-crisis-highlights-a-better-way-to-buy-emerging-market-debt/?mod=BOLBlog Fri, 10 Aug 2018 18:06:01 UTC Evie Liu at Emerging Markets Daily The lira's plunge has been no picnic for developing-market bonds. But dollar-denominated issues, at least, offer better protection from foreign-currency swings. http://creativecommons.org/licenses/by-nc-sa/3.0/ Finding Opportunity in the Global Market Selloff https://blogs.barrons.com/emergingmarketsdaily/2018/07/11/japan-stands-out-as-global-markets-falter-not-all-em-headed-for-slower-growth/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/07/11/japan-stands-out-as-global-markets-falter-not-all-em-headed-for-slower-growth/?mod=BOLBlog Wed, 11 Jul 2018 18:01:16 UTC Reshma Kapadia at Emerging Markets Daily The global market selloff has created opportunities abroad, some strategists say. Japan, Brazil and Mexico could be worth a look. http://creativecommons.org/licenses/by-nc-sa/3.0/ Baidu’s Near-Term Outlook Rosy; Tencent, Alibaba Not so Much, Says Keybanc https://blogs.barrons.com/emergingmarketsdaily/2018/07/09/baidus-near-term-outlook-rosy-tencent-alibaba-not-so-much-says-keybanc/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/07/09/baidus-near-term-outlook-rosy-tencent-alibaba-not-so-much-says-keybanc/?mod=BOLBlog Mon, 09 Jul 2018 16:23:24 UTC Reshma Kapadia at Emerging Markets Daily Keybanc Capital Markets analyst Hans Chung upgraded Baidu to Overweight from Sector Weight, citing a more near-term outlook. But in the same note, Chung questioned the near-term prospects for Tencent Holdings and warned of a possible hiccup for Alibaba Group Holding in the second quarter. http://creativecommons.org/licenses/by-nc-sa/3.0/ Trade Isn’t China’s Only Problem–Debt, Economy Also Weigh https://blogs.barrons.com/emergingmarketsdaily/2018/06/21/trade-isnt-chinas-only-problem-debt-economy-also-weigh/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/06/21/trade-isnt-chinas-only-problem-debt-economy-also-weigh/?mod=BOLBlog Thu, 21 Jun 2018 14:37:20 UTC Reshma Kapadia at Emerging Markets Daily Credit stress is rising and economic growth is slowing as China tries to decrease risk in its financial system, says Long Chen of Gavekal Research in a note this morning. http://creativecommons.org/licenses/by-nc-sa/3.0/ Central Banks in Emerging Markets Seen Largely Holding Steady https://blogs.barrons.com/emergingmarketsdaily/2018/06/18/central-banks-in-emerging-markets-seen-largely-holding-steady/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/06/18/central-banks-in-emerging-markets-seen-largely-holding-steady/?mod=BOLBlog Mon, 18 Jun 2018 20:07:58 UTC Varada Bhat at Emerging Markets Daily Last week was all about central banks in developed economies, but this week central banks in emerging markets will step into the limelight. http://creativecommons.org/licenses/by-nc-sa/3.0/ North Korea: Investors Shouldn’t Get Their Hopes Up https://blogs.barrons.com/emergingmarketsdaily/2018/06/12/investors-eyeing-north-korea-should-temper-expectations/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/06/12/investors-eyeing-north-korea-should-temper-expectations/?mod=BOLBlog Tue, 12 Jun 2018 20:38:46 UTC Reshma Kapadia at Emerging Markets Daily The historic meeting between President Donald Trump and Kim Jong Un last night has set off speculation about possible commercial opportunities investors could tap into if relations between the countries begin to thaw and sanctions are eased. http://creativecommons.org/licenses/by-nc-sa/3.0/ Peso, Rand Join Emerging-Markets Slump; Is This Contagion? https://blogs.barrons.com/emergingmarketsdaily/2018/06/08/peso-rand-join-emerging-markets-slump-is-this-contagion/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/06/08/peso-rand-join-emerging-markets-slump-is-this-contagion/?mod=BOLBlog Fri, 08 Jun 2018 18:33:09 UTC Reshma Kapadia at Emerging Markets Daily The turmoil in emerging markets has spread from Turkey and Argentina to wider held markets this week like�Brazil, where the central bank intervened to stem the currency’s decline, a and in recent days to the Mexican peso and South African rand—two currencies ending the week as the worst performers. “The sense of contagion across higher-yielding […] http://creativecommons.org/licenses/by-nc-sa/3.0/ Emerging Market Seesaw Puts Investors on Defensive https://blogs.barrons.com/emergingmarketsdaily/2018/06/05/emerging-market-see-saw-puts-investors-on-defensive/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/06/05/emerging-market-see-saw-puts-investors-on-defensive/?mod=BOLBlog Tue, 05 Jun 2018 19:58:18 UTC Reshma Kapadia at Emerging Markets Daily Emerging markets have been whipsawed this year by concerns over U.S. interest rates, the rising dollar and continued trade tensions. Is this the end of the EM trade? http://creativecommons.org/licenses/by-nc-sa/3.0/ Stock Picks to Bet on a Stronger Dollar https://blogs.barrons.com/emergingmarketsdaily/2018/05/07/stock-picks-to-bet-on-a-stronger-dollar/?mod=BOLBlog https://blogs.barrons.com/emergingmarketsdaily/2018/05/07/stock-picks-to-bet-on-a-stronger-dollar/?mod=BOLBlog Mon, 07 May 2018 16:33:08 UTC Reshma Kapadia at Emerging Markets Daily The Dollar Index rose another 1.3% last week, marking its third consecutive weekly advance and breaking above its 200-day moving average. �Though the outlook for continued dollar strength is still contrarian, the bigger buck is already creating some pain for emerging markets and some strategists are looking for beneficiaries. Why fight the continued upswing? Looking […] http://creativecommons.org/licenses/by-nc-sa/3.0/