Emerging stocks could make a comeback in 2019
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 […]
Tag Archives: Emerging Markets
The pieces of the puzzle are slowly falling into place for emerging markets
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. […]
Are Fed tightening cycles good or bad news for emerging markets? (Part I)
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 […]
Week End Blog – Central Bank Credibility Issues
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 […]
Week End Blog – Dovish Dots
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 […]
10 Charts on Emerging Market Corporate Debt!
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 […]
Week End Blog – From Bad to Worst!
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 […]
Week End Blog – Emerging Market Blues
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 […]
Week End Blog – Wanted: Easy Monetary Policy
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 […]
Week End Blog – Limit Downs, PMIs and Fed Anxiety
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 […]
