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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Forget about Greece, emerging markets are the latest recipe for market turmoil. Especially China, where the economy looks to be in worse shape than anticipated, is causing quite a few […]