Barrons - Emerging Markets

FSG- Emerging Markets Insights

  • Trump Tax Plan: Four main impacts on MNCs
    President Donald Trump’s Tax Cuts & Jobs Act (TCJA)—which combines a significant decrease in the corporate tax rate and a temporary investment holiday on new fixed investment—creates significant incentives for multinationals to expand their US…
    - 2 days ago 20 Feb 18, 3:05pm -
  • [Guest Podcast] Alex Schober on inflation in Argentina
    Earlier this month, Alex Schober, FSG’s Southern Cone Analyst, took part in an exclusive podcast for the Wilson Center‘s Argentina Project. The Argentina Project aspires to be the premiere institution for policy-relevant research on the political…
    - 3 days ago 19 Feb 18, 1:40pm -
  • What Our Analysts Are Reading – 2/16/2018
    Each week Frontier Strategy Group’s global team shares their view on key media stories, and what the implications are for businesses that operate in emerging markets. For more information about how to contact our analysts, send us an email. Athanas…
    - 6 days ago 16 Feb 18, 3:38pm -
  • Chart of the Week: US approaches energy independence
    The chart of the week is from Ryan Connelly, Senior Analyst for Global Economics: “The US shale revolution has led to a dramatic increase in US crude production. The US is currently producing just under 10mm bp/d of crude oil… The post Chart of…
    - 8 days ago 14 Feb 18, 7:21pm -
  • [Announcement] FSG Acquires Ducker Worldwide
    We are very pleased to share an exciting announcement – FSG has acquired Ducker Worldwide. For over five decades, Ducker has built an unprecedented reputation as a premier business-to-business (B2B) market research and consulting firm that speciali…
    - 8 days ago 14 Feb 18, 3:10pm -

BlackRock - Emerging Markets

  • 3 reasons to like emerging markets despite election noise
    Based on the rhetoric from this election, protectionism is arguably on the rise. While that can harm emerging markets (EMs), Heidi discusses why select EMs may still be attractive.
    - 31 Oct 16, 5:42pm -
  • More than 15 minutes of fame for these emerging markets
    Emerging market assets are bouncing back after years of underperformance, but we think selectivity is still key to EM investing. Here are some of the long-term opportunities we are looking at.
    - 22 Jul 16, 1:59pm -
  • The BRICs to consider now
    Once considered the darlings of the emerging market world, the BRICs have faced economic and political challenges lately. However, certain BRICs still offer opportunities for investors. BlackRock's Terry Simpson explains.
    - 14 Apr 16, 10:30am -
  • (Re)emerging markets?
    It’s hard to miss the volume of chatter about emerging markets (EM) these days. Amid a potential EM resurgence, we examine the drivers of improved sentiment—and multiple entryways for investors who may want to participate.
    - 24 Mar 16, 7:00pm -
  • Can EM Debt Continue to Outperform?
    One investing surprise of 2015: While emerging market assets in general have had a tough year, emerging market debt denominated in U.S. dollars has outperformed. Russ and an investment strategist on his team, Terry Simpson, examine whether this excep…
    - 20 Dec 15, 5:07pm -

CNBC - Asia News

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The Economic Times

Business Standard

MoneyControl News

MoneyControl Economy

Ajay Shah

  • !Towards a data protection framework for India
    by Vrinda Bhandari, Amba Kak, Smriti Parsheera, Faiza Rahman and Renuka Sane.Introduction The Supreme Court's seminal judgment in the Puttaswamy case recognised privacy to be a fundamental right, rooted in individual autonomy and dignity. It also la…
    - 9 hours ago 22 Feb 18, 7:14am -
  • !CCI's order against Google: infant steps or a coming-of-age moment?
    by Smriti Parsheera.The Competition Commission of India (CCI) recently concluded its six year long investigation into allegations of abuse of dominance by Google in India. It found that Google had utilised its dominance in general web search services…
    - 9 hours ago 22 Feb 18, 7:13am -
  • Interesting readings
    First, build a capable RBI by Ajay Shah in Business Standard, February 19, 2018.Lessons from a fraud by Ila Patnaik in Indian Express, February 17, 2018.Retrograde Gag Order from Stock Exchanges by Somasekhar Sundaresan on Wordpress, February 15, 20…
    - 3 days ago 19 Feb 18, 12:27pm -
  • Hollowing out of India's financial markets: Banning trading abroad is not a choice
    by Ajay Shah. For a long time, there has been a realisation that India's policy mistakes on capital controls, financial regulation and taxation will induce a hollowing out of Indian financial markets. Here is an example from May 2012. The two most…
    - 13 days ago 9 Feb 18, 3:08pm -
  • A Pragmatic Approach to Data Protection
    by Suyash Rai.A Committee constituted by the Central Government is working on a data protection law. The White Paper published by the Committee suggests that the Committee is in favor of a comprehensive law, with a number of rights and protections. M…
    - 13 days ago 9 Feb 18, 1:05pm -

Capital Mind

  • What Hurts If Arb Funds Unwind? The Budget Impact, Part 2
    In our Previous post, we took a look at the impact of the changes in Tax on Balanced funds. This time, we look at a more dangerous player – Arbitrage funds.What are Arbitrage Funds?Arbitrage funds are market makers …The post What Hurts If Arb…
    - 1 day ago 21 Feb 18, 5:35am -
  • Guest Post: Do markets really move together?
    This is a guest post by Anoop Vijaykumar. Anoop is a SEBI Registered Investment Adviser and writes about equity investing at Follow him on twitter @CalmInvestorIt was going so well. Carrying on from a blockbuster 2017, the NIFTY…
    - 2 days ago 20 Feb 18, 10:57am -
  • Earnings Report: Results In Long Term Portfolio
    The season of Q3 results has almost come to an end and most of the results are out. Here is a quick compilation of results of stocks that form part of our Long term portfolioThe post Earnings Report: Results In Long Term Portfolio appeared first on…
    - 5 days ago 17 Feb 18, 4:32pm -
  • How The 11,400 cr. Import Ponzi Scam at PNB Unfolded
    There’s a huge “fraud” at Punjab National Bank, which involves a lot of lies by a lot of people. Here’s where we come in to explain what we think happened.But first, a few important notes:There’s no reason to…The post How The 11,400 cr…
    - 6 days ago 16 Feb 18, 9:07am -
  • The Budget Hits Mutual Funds, Part 1: Balanced Funds
    This is a two part series on the impact of the new taxes on mutual funds, and how they will hit the investment dynamic. Balanced funds invest in stocks and fixed income instruments like bonds and government securities. They need …The post The Bu…
    - 9 days ago 13 Feb 18, 4:30am -