Barrons - Emerging Markets

FSG- Emerging Markets Insights

  • FSG on CNBC: South Africa is “too important to ignore” for investors
    South Africa forms a core part of MNCs’ emerging EMEA portfolios, a group that includes other major emerging markets such as Russia, Saudi Arabia, and Turkey. Many of these markets face several years of slower growth due to a combination of… Th…
    - 2 days ago 16 Jan 18, 2:28pm -
  • What Our Analysts Are Reading – 1/12/2018
    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. Joel……
    - 6 days ago 12 Jan 18, 1:15pm -
  • Chart of the week: Strong outperformance of developed market manufacturing growth
    The chart of the week is from Ryan Connelly, Senior Analyst for Global Economics: “I think most of our clients are aware that developed markets have picked up in the past year, but the sharp rebound in manufacturing growth since… The post Chart…
    - 8 days ago 10 Jan 18, 3:58pm -
  • Business in Tunisia: Prepare for challenging conditions in 2018
    It’s been seven years since Mohamed Bouazizi’s self-immolation sparked Tunisia’s Jasmine Revolution, leading to the overthrow of longtime ruler, Zine al-Abidine Ben Ali, and subsequent efforts to democratize the country. The economy, however, r…
    - 10 days ago 8 Jan 18, 6:00pm -
  • What Our Analysts Are Reading – 1/5/2018
    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. Joel……
    - 13 days ago 5 Jan 18, 1:28pm -

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

Corporate Treasurer

livemint

The Economic Times

Business Standard

MoneyControl News

MoneyControl Economy

Ajay Shah

  • Interesting readings
    Fixing Aadhaar: Security developers' task is to trim chances of data breach by Sunil Abraham in Business Standard, January 10, 2018.The next level of credit analysis by Ajay Shah in Business Standard, January 8, 2018.Financial Services: Ready for th…
    - 3 days ago 15 Jan 18, 3:29am -
  • Disclosure of default: The present SEBI disclosure regulation is adequate
    by Ajay Shah and Bhargavi Zaveri.There is much economic sense in achieving rapid disclosure about default. Volume 1 of the report of the Bankruptcy Legislative Reforms Committee (BLRC) articulates a clean strategy for disclosure about default (Sect…
    - 7 days ago 11 Jan 18, 3:15pm -
  • Anticipating India’s New Personal Insolvency and Bankruptcy Regime
    by Adam Feibelman.The Insolvency and Bankruptcy Code has been in force for commercial debtors for over a year, and it has already been employed in over two thousand cases, including some cases that involve large non-performing loans clogging the bank…
    - 7 days ago 11 Jan 18, 4:49am -
  • India's Visa Policy Reforms
    by Natasha Agarwal.In 2016, global travel and tourism contributed US$7.6 trillion to world GDP and supported 292 million jobs worldwide (WTTC, 2017). Undeniably, the sector benefits the economy. It generates employment opportunities and export revenu…
    - 9 days ago 9 Jan 18, 10:11am -
  • Interesting readings
    One Man's Stand Against Junk Food as Diabetes Climbs Across India by Geeta Anand in The New York Times, December 26, 2017.The long winter in banking by Ajay Shah in Business Standard, December 25, 2017.Jim Simons, the Numbers King by D. T. Max in Th…
    - 22 days ago 27 Dec 17, 2:12pm -

Capital Mind

  • Bond Baba: Is Unichem Buyback Worth a Peck?
    Unichem - A specialty pharmaceutical company, specialized in niche therapy areas of cardiology, neurology, orthopedics and anti-infective. Unichem has recently concluded its sale of domestic business (including Nepal business including Sikkim) to Tor…
    - 1 day ago 17 Jan 18, 5:36am -
  • Everything’s Going Up. Including Bond Yields, Which Might Be A Problem
    Sometimes there’s a bull market. And a crazy bull market that takes everything up, and we sometimes ignore that there are other, liquid markets out there. One of them is the bond market. And here’s the picture that it’s telling …The post Eve…
    - 2 days ago 16 Jan 18, 2:29am -
  • Premium: The Magic Formula To Find High Quality Stocks
    Investors use various ways to select stocks, some of them are –  top down, bottom up approach, relative valuations, advice from brokers, identifying trends, technical analysis and using screens. In this post, we are going to discuss about the Magi…
    - 3 days ago 15 Jan 18, 5:55am -
  • Guest Post: How Long Has Such an Extreme Valuation Lasted?
    This is a Guest Post by Anoop Vijaykumar. Whether you are a fundamental or technical investor, your portfolio has probably done fairly well (‘Happy New Year 2018‘) in the last 12-18 months. With P/Es of almost all indices at or …The post Gue…
    - 6 days ago 12 Jan 18, 11:21am -
  • Portfolio: We Exit One Stock and Add Six More In Momentum Monthly Rejig
    Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. As the first Monday of the month was the first day of new year, we are doing the rejig on second Monday of the month. The performance of the portf…
    - 9 days ago 9 Jan 18, 3:33am -