Barrons - Emerging Markets

FSG- Emerging Markets Insights

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 -

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Ajay Shah

  • Indian corporations have weak earnings growth
    by Ajay Shah. The broad set of Indian listed companies have a high trailing P/E ratio. This suggests that the market believes there will be high earnings growth in the future.Some finance practitioners back out an earnings time series as Nifty mar…
    - 7 days ago 12 Aug 17, 10:31am -
  • Interesting readings
    Elements of the recovery by Ajay Shah in Business Standard, August 6, 2017.A judgment for the ages by Chinmayi Arun in The Hindu, August 3, 2017.Needed, a financial redressal agency editorial in The Economic Times, August 2, 2017. Also see.India's c…
    - 12 days ago 7 Aug 17, 5:31pm -
  • RBI's proposal for a Public Credit Registry
    by Prasanth Regy.In his recent speech at RBI's Annual Statistics Day Conference, RBI Deputy Governor Viral Acharya called for the creation of a Public Credit Registry (PCR). A PCR is a comprehensive database of all borrowings in the country. The Depu…
    - 17 days ago 2 Aug 17, 6:26am -
  • Interesting readings
    Strategic thinking in financial markets policy by Ajay Shah in Business Standard, July 24, 2017.Indian poultry farms are breeding drug-resistant superbugs: study by Natalie Obiko Pearson in Mint, July 21, 2017.Why Aadhaar transaction authentication…
    - 21 days ago 29 Jul 17, 5:58pm -
  • Implementing loan waivers: Lessons from the 2008 All India Debt Waiver Scheme experience
    by Renuka Sane and Amey Sapre.This has been the season of farm loan waiver announcements. Starting with Uttar Pradesh, state governments of Maharashtra, Madhya Pradesh, Punjab and Karnataka have made similar announcements. Details regarding eligibil…
    - 29 days ago 21 Jul 17, 7:22am -

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