Sign inRecent Commentaries tagged (emerging-markets)
Q&A on emerging markets with Mark Mobuis
A recent Q&A with Mark Mobius, Templeton Asset Management’s emerging markets guru, follows below, courtesy of the company’s Market Views newsletter. What are the pros and cons of investing directly in emerging market equities and bonds as opposed to companies based in developed markets with...
Prieur’s readings (February 26, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Stephen Fidler (The Wall Street Journal): The Euro’s final battleground: Spain, February 25, 2010. Greece set off the crisis rattling the euro zone. Spain could determine...
Mark Mobius on emerging market valuations
I yesterday published a short post entitled Earnings into focus, dealing with stock market valuations in the US. But what about emerging market valuations? The following comments have just been received from Mark Mobius, Templeton Asset Management’s emerging markets guru: “Many investors are now...
Bob Doll’s crystal ball into 2010 and the next decade
This post is a guest contribution by Dian Chu*, market analyst, trader and author of the Economic Forecasts and Opinions blog. BlackRock, Inc. (BLK) Vice Chairman Bob Doll has been putting out annual predictions for 15 years. Doll, who helps oversee about $3.2 trillion at BlackRock, the world’s...
Prieur’s readings (January 6, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Leslie Norton (Barron’s): A Japanese Rx for the west: keep spending, January 4, 2009. An interview with Richard Koo: America seems to be suffering from the same affliction...
Prieur’s readings (December 28, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • David Merkel (Aleph Blog): Five notes on the current market situation, December 26, 2009. We are in an ugly situation where most investors do not grasp the gravity of the...
Mobius explores Libya, Algeria
The paragraphs below come courtesy of Mark Mobius, emerging markets guru and executive chairman of Templeton Asset Management. I arrived in Tripoli, Libya’s capital and largest city, on a short flight from Athens, Greece, so I appreciated the closeness of this North African country to Europe....
Autoliv Makes Cars Safer Not Portfolios
“Taking a look at stocks moving early on here, shares of Autoliv are rallying, maker of air bags and seat belts raised the fourth quarter sales target and helping the stock today.” — The Opening Bell on Fox Business Autoliv (ALV), the world’s largest producer of airbags for autos out of Sweden,...
Mobius on leading emerging market regions
The paragraphs below come courtesy of Mark Mobius, emerging markets guru and executive chairman of Templeton Asset Management. Asia and Latin America are probably the most interesting emerging market areas in the world. This is not only because of their different cultures but also because their...
Dubai...To Be Continued...?
By: Elliot TurnerWe are starting to see the first possible warning signs of the Dubai Crisis spreading to a larger scale flight to safety. What often starts as a slow process has the potential the snowball rather quickly. This morning we woke up to the news that Fitch cut Greece's sovereign...
Swing Trading Buy Signal on Dubai Crisis: Can you be a Swing Trader?
Prior to Wednesday’s close on November 25, many Swing or Oscillator based trading plans were on sell signals. Many markets including Asian and developing markets were near highs. A Trading System using Swing Trades or Oscillator based trading rules had Swing traders uncomfortable. In the last...
Picture du Jour: Will emerging-market outperformance last?
The MSCI Emerging Markets Index has notched up a massive 72.3% gain for the year to date, and an even more impressive 101.4% since the March 9 lows. Although emerging markets were the clear leaders during the initial months of the recovery, the MSCI World Index has subsequently done some...
Nigel Rendell: Buy Brazil, sell eastern Europe
Nigel Rendell, emerging market strategist of RBC Capital Markets, talks to Izabella Kaminska of FT Alphaville about a broad spectrum of emerging-market related issues. Part 1: Rendell talks about the differing fortunes of economies from Russia to Argentina. He says Brazil remains a great pick...
Prieur’s readings (November 4, 2009)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Michael Kahn (Barron’s): Setting free the bears, November 2, 2009. The stock market’s astounding run from its March lows has finally run into a real ceiling. After outpacing...
Marc Faber: Buy emerging market stocks
Marc Faber, author of the Gloom Boom & Doom Report, said at the Barron’s Art of Successful Investing Conference that the dollar should have “some kind of a rebound”, but longer term is in a “structural bear market”. He advises investors to increase holdings in emerging markets and says cash is...
