Barrons - Emerging Markets

  • Stock Picks to Bet on a Stronger Dollar
    The Dollar Index rose another 1.3% last week, marking its third consecutive weekly advance and breaking above its 200-day moving average.  Though the outlook for continued dollar strength is still contrarian, the bigger buck is already creating some…
    - 14 days ago 7 May 18, 4:33pm -
  • Why China’s a Tough Target for U.S. Tariffs
    The U.S. could be hurt more than China. Other potential casualties: U.S. multinationals and American consumers.
    - 47 days ago 4 Apr 18, 8:51pm -
  • What Does Anbang Takeover Mean for Investors?
    China's takeover of Anbang could pressure some Chinese stocks, but suggests officials are closely monitoring risks in economy, says one veteran emerging markets manager.
    - 87 days ago 23 Feb 18, 10:18pm -
  • Will the Year of the Dog Be a Dog Year for Chinese Stocks?
    China's market is poised to deliver more treats for investors, rather than be a dog, this year, say strategists.
    - 94 days ago 16 Feb 18, 4:50pm -
  • Emerging Markets Get Boost From Unlikely Source
    Secretary Mnuchin's break with a long-held strong dollar policy at Davos this week could give emerging market stocks additional fuel to build on recent gains, as well as an edge over European markets.
    - 25 Jan 18, 7:55pm -

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 -

CNBC - Asia News

Corporate Treasurer


The Economic Times

Business Standard

MoneyControl News

MoneyControl Economy

Ajay Shah

  • India's communication surveillance through the Puttaswamy lens
    by Vrinda Bhandari, Smriti Parsheera and Faiza Rahman. "In an uncivilized society where there are no inhibitions, only physical restraints may detract from personal liberty, but as civilization advances the psychological restraints are more effective…
    - 3 days ago 18 May 18, 2:39pm -
  • Interesting readings
    Concerns about high tech companies by Ajay Shah in Business Standard, May 14, 2018. Also see: Google's Plan To Make Tech Less Addictive by Mark Wilson in Fast Co Design, May 9, 2018, Tim Berners-Lee on the future of the web: 'The system is failing'…
    - 7 days ago 14 May 18, 12:05pm -
  • Interesting readings
    The way forward for PSU banks by Ajay Shah in Business Standard, May 1, 2018.Changing the culture of corporate credit by Bahram Vakil and Kaushik Krishnan in Mint, April 30, 2018.The Sense of Justice That We're Losing by David Leonhardt in The New Y…
    - 20 days ago 1 May 18, 12:12pm -
  • Fair play in Indian health insurance
    by Shefali Malhotra, Ila Patnaik, Shubho Roy and Ajay Shah.India's National Health Protection Scheme (NHPS) aims to be the world's largest government-funded health insurance programme. As in the existing government-funded health insurance schemes, h…
    - 21 days ago 30 Apr 18, 3:51pm -
  • Concerns about the SC on the Atrocity Act
    by Devendra Nath Goburdhun.The problemOn March 20, 2018, a two-judge bench of the Supreme Court of India issued directions under The Scheduled Castes and the Scheduled Tribes (Prevention of Atrocities) Act, 1989 (The Act). This judgment was met with…
    - 25 days ago 26 Apr 18, 10:02am -

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