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BARRON's: Emerging Markets Daily

  • Finding Opportunity in the Global Market Selloff

    Finding Opportunity in the Global Market Selloff

    The global market selloff has created opportunities abroad, some strategists say. Japan, Brazil and Mexico could be worth a look.
    - 5 days ago, 11 Jul 18, 2:01pm -
  • Baidu’s Near-Term Outlook Rosy; Tencent, Alibaba Not so Much, Says Keybanc

    Baidu’s Near-Term Outlook Rosy; Tencent, Alibaba Not so Much, Says Keybanc

    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 Alib…
    - 7 days ago, 9 Jul 18, 12:23pm -
  • Trade Isn’t China’s Only Problem–Debt, Economy Also Weigh

    Trade Isn’t China’s Only Problem–Debt, Economy Also Weigh

    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.
    - 25 days ago, 21 Jun 18, 10:37am -
  • Central Banks in Emerging Markets Seen Largely Holding Steady

    Central Banks in Emerging Markets Seen Largely Holding Steady

    Last week was all about central banks in developed economies, but this week central banks in emerging markets will step into the limelight.
    - 28 days ago, 18 Jun 18, 4:07pm -
  • North Korea: Investors Shouldn’t Get Their Hopes Up

    North Korea: Investors Shouldn’t Get Their Hopes Up

    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.
    - 33 days ago, 12 Jun 18, 4:38pm -
  • Peso, Rand Join Emerging-Markets Slump; Is This Contagion?

    Peso, Rand Join Emerging-Markets Slump; Is This Contagion?

    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—t…
    - 38 days ago, 8 Jun 18, 2:33pm -
  • Emerging Market Seesaw Puts Investors on Defensive

    Emerging Market Seesaw Puts Investors on Defensive

    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?
    - 41 days ago, 5 Jun 18, 3:58pm -
  • Stock Picks to Bet on a Stronger Dollar

    Stock Picks to Bet on a Stronger Dollar

    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…
    - 70 days ago, 7 May 18, 12:33pm -
  • Why China’s a Tough Target for U.S. Tariffs

    Why China’s a Tough Target for U.S. Tariffs

    The U.S. could be hurt more than China. Other potential casualties: U.S. multinationals and American consumers.
    - 4 Apr 18, 4:51pm -
  • What Does Anbang Takeover Mean for Investors?

    What Does Anbang Takeover Mean for Investors?

    China's takeover of Anbang could pressure some Chinese stocks, but suggests officials are closely monitoring risks in economy, says one veteran emerging markets manager.
    - 23 Feb 18, 5:18pm -

Emerging Markets: Americas

Financial Times: Beyond BRIC's

  • (Genuine) investment in Ukraine: deeper reform is needed to outweigh Russia’s aggression

    (Genuine) investment in Ukraine: deeper reform is needed to outweigh Russia’s aggression

    Many see foreign direct investment as a key prerequisite for an economic breakthrough in Ukraine. Yet, as this Financial Times article reports, political and security problems in Ukraine prevent FDI from climbing back to its pre-war levels. With the…
    - 3 Feb 17, 7:25am -
  • The real question is: why have Nafta gains been so small for Mexico?

    The real question is: why have Nafta gains been so small for Mexico?

    According to President Donald Trump, Mexico is “beating the US badly on trade” and a big part of the reason is Nafta. In truth, however, the real question is not why Mexico has benefited so much from Nafta, but rather why the economic benefits ha…
    - 2 Feb 17, 9:57am -
  • Romania’s decriminalisation move is to be welcomed

    Romania’s decriminalisation move is to be welcomed

    By Nick Kochan The 250,000 protesters on the streets of Bucharest yesterday will not welcome it, but Romania’s new government are to be congratulated for reversing what has become a national obsession with corruption.The announcement that they ar…
    - 2 Feb 17, 5:18am -
  • China’s selling may keep food prices low this year

    China’s selling may keep food prices low this year

    By Carlos Mera, RabobankAs the world grapples with major economic and geo-political changes, we have predicted that food prices – which like all commodities are influenced by such forces – will remain low during 2017.We believe the fundamentals…
    - 31 Jan 17, 12:18pm -
  • Innovation needed to tackle global epidemic of non-communicable diseases

    Innovation needed to tackle global epidemic of non-communicable diseases

    Throughout my career I have been at the frontline in the fight against some of the toughest health emergencies of our times. In the 1970s I was working to quell the outbreak of the then-unknown Ebola virus. In the 1990s I was leading the newly-create…
    - 31 Jan 17, 9:20am -
  • “Conflict gold” blights the Democratic Republic of Congo

    “Conflict gold” blights the Democratic Republic of Congo

    By Yigal Chazan, AlacoOver the past two decades, large swathes of the eastern Democratic Republic of Congo (DRC) have been subjected to conflict between rival militia groups, which together with some Congolese army factions, have benefited financial…
    - 30 Jan 17, 1:18pm -
  • Effective cooperation with Mexico contributes more to US security than any wall

    Effective cooperation with Mexico contributes more to US security than any wall

    President Donald Trump laudably committed to making the US more secure, to better protecting the country against physical, economic and other threats which could be transmitted to it from Mexico. In the 23 years I have worked in the defense sector, a…
    - 30 Jan 17, 10:55am -
  • Lebanon – a new frontier for hydrocarbons

    Lebanon – a new frontier for hydrocarbons

    After a three year hiatus, Lebanon has approved two crucial decrees required to relaunch the country’s first offshore energy licensing round. The Lebanese authorities are preparing a road map to resume a stalled plan to allow global oil companies…
    - 30 Jan 17, 9:59am -
  • The Saudi riyal/dollar peg: time for a change?

    The Saudi riyal/dollar peg: time for a change?

    The Gulf Cooperation Council countries’ currencies have been pegged to the US dollar (Kuwait’s is pegged to a dollar-dominated basket of currencies) for nearly three decades and the dollar peg has served these countries well. It has provided a cr…
    - 30 Jan 17, 8:17am -
  • Missing links: urgent action is needed to prevent future pandemics

    Missing links: urgent action is needed to prevent future pandemics

    What was 2016’s most threatening disease outbreak? If you said Ebola or Zika, you’d be wrong. Instead, as measured by the potential to cause sickness and death at a global scale, it was an outbreak of yellow fever that many public health official…
    - 27 Jan 17, 12:01pm -

The Economist: Emerging Markets

WSJ: Emerging Europe

Morningstar: BRIC

  • Wolf at the Door
    This is the title of the Editorial Commentary in this week's Barrons; LINK . I do not know if a subscription to Barron's is needed to read it. The article is about the four BRIC nations as investments. Two excepts. Members of the G-20, meeting last w…
    - 8 Sep 13, 1:11pm -
  • A Rough Ride on BRIC Road
    Funds stumble trying to capitalize on a big idea.
    - 19 Mar 13, 2:00am -
  • Will U.S. Hit a BRIC Wall?
    Slowing in some emerging markets likely affects other emerging markets more than it harms the U.S. economy, says Morningstar's Bob Johnson.
    - 12 Jul 12, 12:00pm -
  • BRIC Stocks on a 2012 Tear
    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The inf…
    - 16 Mar 12, 6:04pm -
  • Analysis: Mexico: another BRIC in the wall?
    MEXICO CITY (Reuters) - Though it exports more than Brazil and India and enjoys the kind of population growth Russia can only dream about, Mexico has long been in the shadow of its more dynamic...
    - 29 Mar 11, 10:48am -
  • Hedge funds find India toughest BRIC to crack
    HONG KONG (Reuters) - Hedge funds are finding India the toughest BRIC country to beat consistently in falling stock markets, raising questions if the high fees they charge for all-weather...
    - 29 Mar 11, 4:51am -
  • Analysis: Mexico: another BRIC in the wall?
    MEXICO CITY (Reuters) - Though it exports more than Brazil and India and enjoys the kind of population growth Russia can only dream about, Mexico has long been in the shadow of its more dynamic...
    - 28 Mar 11, 6:38pm -
  • BRIC Self Sufficiency Index
    *** enter disclosure ***
    - 14 Feb 11, 5:44pm -
  • South Africa: Will ‘BRIC’ Become ‘BRICS’?
    *** enter disclosure ***
    - 5 Oct 10, 12:21pm -
  • Taking the ‘R’ out of BRIC: How the Economic Downturn Exposed Russia’s Weaknesses
    *** enter disclosure ***
    - 18 Feb 10, 12:27pm -
Janine Just, Inc.
Janine Just, Inc.
Janine Just, Inc.
Janine Just, Inc.
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