EMerging Equity
South Korea
Mark Mobius: Emerging Markets Q1 2016 Recap – A Turn In Fortunes
By Mark Mobius, Templeton Emerging Markets Group The Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent! While we are bottom-up investors, it helps to have some big-picture context. Here, I outline what’s happened in the emerging markets universe in the first three months of … Continue reading
Emerging Markets: What Has Changed This Week?
By Marc Chandler, Marc to Market Blog Bank Indonesia will use the 7-day reverse repo rate as its new benchmark policy rate The ruling party in South Korea unexpectedly lost parliamentary elections The Monetary Authority of Singapore eased monetary policy to recession settings Turkey has nominated its next central bank chief The Brazilian special lower house committee … Continue reading
Saudi Arabia Loses Oil Market Share In Key Countries
The world’s largest crude exporter, Saudi Arabia has lost its leading position in nine of the 15 top markets in the past three years reports the Financial Times citing data from energy consultancy group FGE. According to the analysis, the kingdom lost ground in China, South Africa and the US between 2013 and 2015, despite … Continue reading
Nuclear War With North Korea Coming?
By Michael Snyder On Sunday, North Korea warned the United States that it could wipe out Manhattan with a single hydrogen bomb, and earlier this month North Korea threatened to make a “preemptive and offensive nuclear strike” on the United States in response to aggressive military exercises currently being jointly conducted by South Korea and … Continue reading
Time To Buy EM? BlackRock, Templeton, Goldman, And PIMCO Say Yes
Is now the right time to buy emerging market (EM) assets? A growing number of the world’s largest money managers are saying yes, such as BlackRock, Franklin Templeton, Goldman Sachs, and an adviser to PIMCO. Against a backdrop of an oil price crisis which has been battering economies, markets, and companies; alongside worries over a slowdown in global growth led … Continue reading
Emerging Market Preview: The Week Ahead
By Marc Chandler, Marc to Market Blog We think that it’s still too early to say whether Friday’s price action was simply profit-taking ahead of the weekend, or the resumption of overall negative market sentiment. We think the global backdrop remains conducive for risk, at least near-term. China concerns are on the back burner, while markets are … Continue reading
Emerging Markets: Week Ahead Preview
By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) EM starts the week off on softer footing, as Friday’s jobs report supports the notion of December Fed lift-off. USD/ZAR is making new all-time highs, and we expect most of EM to revisit the lows from August and September as the … Continue reading
Divergence Update: Global Monetary Policy Cycles
By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) The global investment environment continues to be driven largely by divergences in central bank policies. This holds true not just across Developed Markets, but Emerging Markets as well. We thought it would be helpful to summarize our expectations of central bank … Continue reading
Emerging Markets: Preview Of The Week Ahead
By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) EM starts the week on a mixed footing. Turkey is the star performer from the surprise result of the elections that ended the period of political uncertainty, but there was limited spill over to other EM markets. Energy prices are still … Continue reading
Emerging Markets: Preview Of The Week Ahead
By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) Positive momentum for EM assets looks to extend its moves from last week. EM sentiment is being buoyed by gains in developed markets equity indices, the weaker dollar more broadly, and gains in the commodity space. Regarding the latter, we note that … Continue reading
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