After watching their portfolios take devastating blows in 2008, many investors hoped that a new year would bring a reversal of fortune and a recovery of lost assets.
After the first two months of the year tested resolve, things finally took a turn for the better in March, and a long climb upwards [...]
December 27, 2009 | Posted in
Emerging Markets |
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Back in the heady days of 2006 some 30,000 cranes, roughly a quarter of total global capacity, were busy whirring away in Dubai.
Today most of these devices have either left to find service in other parts of the globe, or lie silent, unused and unloved. In what is only the latest sign [...]
November 27, 2009 | Posted in
Emerging Markets |
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Today financial markets all over the world dropped by 2-3 percent. That is quite a big, taking into account that major financial and economic news during the past few weeks has been quite good. All major investors, economists and decision takers seemed to agree that we were leaving the recession caused by [...]
November 26, 2009 | Posted in
Emerging Markets |
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The MSCI Emerging Markets Index has notched up a massive 72.3% gain for the year to date, and an even more impressive 101.4% since the March 9th lows.
Although emerging markets were the clear leaders during the initial months of the recovery, the MSCI World Index has subsequently done some catching up but [...]
November 24, 2009 | Posted in
Emerging Markets |
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The International Energy Agency (IEA) released its highly-anticipated World Energy Outlook on Tuesday, singling out potential climate change initiatives as a major driver of oil consumption and prices in coming decades.
If a major agreement to cut greenhouse gas emissions is signed and implemented in coming years, global crude oil demand [...]
November 11, 2009 | Posted in
Emerging Markets |
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There are compelling reasons to invest in Brazil, Russia, India and China, popularly known as the BRIC economies, as these countries become a much larger force in the world economy.
Goldman Sachs predicts that the BRIC nations could overtake the combined gross domestic product of the G7 nations in 20 years.
“BRIC markets have begun to [...]
November 6, 2009 | Posted in
Emerging Markets |
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Emerging markets accumulated massive international reserves over the last decade. Economies that accumulated reserves for trade concerns drew them down in response to the shock, while economies driven by financial factors showed a “fear of depleting”.
Investigating the patterns of exchange rates, interest rates, and international reserves during 1970-1999, Calvo and Reinhart (2002) inferred the [...]
October 16, 2009 | Posted in
Emerging Markets |
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Today the market for biotechnology which can be used in pharmaceuticals and medicine (“red biotechnology”) is growing at a moderate pace in Poland.
In 2008 the sales of industry players even declined, as Bioton, the largest Polish biotech firm, performed poorly. Biotechnological firms are working hard on new products, the sales of which [...]
August 21, 2009 | Posted in
Emerging Markets |
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Last week Vodafone Group (NYSE:VOD) released an interim management statement that considering the current economic climate, I consider to be pretty upbeat. I have been a long term holder of Vodafone stock on the London Stock Exchange & have over the last year traded the NYSE traded ADR up & down on swings. [...]
Today some humour & a guest post from Josh Brown from Reformed Broker …. thanks to Josh for letting us post, you can follow him on Twitter
It may be time to hold auditions to find a replacement for Russia in the BRIC countries.
The other day, the New York Times dropped this delightful little [...]
July 22, 2009 | Posted in
Emerging Markets |
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