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Tag Archives: Emerging Markets

Emerging stocks could make a comeback in 2019

January 15, 2019by jsblokland Leave a comment

2018 wasn’t a pretty year for equity markets in general, and for emerging markets in particular. Global stocks fell 4.1% (in euros), whereas emerging market equities realized a negative return […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

The pieces of the puzzle are slowly falling into place for emerging markets

December 14, 2018by jsblokland Leave a comment

Emerging market stocks often produce paltry returns when the US dollar strengthens. But recent developments point to a change in this trend, making emerging markets a more attractive investment prospect. […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Are Fed tightening cycles good or bad news for emerging markets? (Part I)

March 20, 2018by jsblokland Leave a comment

Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Week End Blog – Central Bank Credibility Issues

May 6, 2016by jsblokland Leave a comment

After years of rate cutting and bond-buying central bank policies are now being questioned by financial markets. The euro and yen, targeted casualties of these policies, shot up with a […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Dovish Dots

March 18, 2016by jsblokland Leave a comment

The Week End Blog is back! And so are central banks. If you thought their toolkit was empty, guess again. The ECB neatly demonstrated that central bankers have become notoriously […]

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FINANCIAL MARKETS, MACRO

10 Charts on Emerging Market Corporate Debt!

October 14, 2015by jsblokland Leave a comment

Markets have found a new ‘favorite’ subject to worry about. Corporate debt levels in emerging markets are spooking both economists and investors. Not that this debt burden came out of […]

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BONDS, FINANCIAL MARKETS, MACRO

Week End Blog – From Bad to Worst!

October 2, 2015by jsblokland Leave a comment

Welcome back to the Week End Blog. During my holiday, things seem to have gone from bad to worst. Especially the situation in emerging markets is worrisome The IMF made […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Emerging Market Blues

September 11, 2015by jsblokland Leave a comment

It’s not just China anymore! Emerging markets in general have started to dominate the headlines. And while I’m looking really hard for some improvement, the truth is, things still look […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Wanted: Easy Monetary Policy

September 4, 2015by jsblokland Leave a comment

Didn’t you love the military parade in China? Not because of the military ‘gadgets’ that were showcased, but primarily because Chinese markets were closed for a couple of days. Some […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Limit Downs, PMIs and Fed Anxiety

August 7, 2015by jsblokland Leave a comment

After a couple of weeks of ‘Greece skipping’, I’m allowing the country back into the Week End Blog. Politicians have taken a more constructive stance, although it remains quite uncertain […]

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FINANCIAL MARKETS, MACRO

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