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Archive for the Turkey Economy Category

Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis—They’re Facing Something Worse – Bloomberg Business 09-16-15

Salient to Investors: Viktor Shvets and Chetan Seth at Macquarie said: Emerging markets and economies are in a worse situation than in the 1997 Asian financial crisis because they now face far longer, more painful and insidious disease with limited or no cures or exits, punctuated by occasional significant flare-ups. The effect

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Back to Fundamentals in Emerging Markets – Project-Syndicate 08-13-15

Salient to Investors: Dani Rodrik at Harvard said: Emerging markets may be seen to be in deep trouble but do not deserve the doom-and-gloom treatment they are getting. Stronger economic headwinds ahead will make it easier to distinguish countries that have strengthened economic and political fundamentals from those that have relied

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Fareed Zakaria GPS – CNN 04-19-15

Salient to Investors: Fareed Zakaria said: Lee Kuan Yew said America will remain the world’s dominant power in the 21st century only if it is the dominant Pacific power. Global stability will be shaped by how the US handles China. Graham Allison at Harvard said that since 1500, war resulted

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O’Neill Says Emerging-Market Selloff Creates Buying Opportunity – Bloomberg 02-04-14

Salient to Investors: Jim O’Neill said: We are closer to a buying opportunity in emerging-market stocks than to joining in the panic. While some places in the emerging world have real problems, to herald an emerging-market crisis is ridiculous. Ukraine, Thailand, Argentina and Turkey have some serious issues. The Fed decision

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Markets punish South America’s Bad and Ugly economies – BBC News 02-02-14

Salient to Investors: Investors are abandoning emerging economies, good and bad, for the US. Morgan Stanley said Brazil, Indonesia, India, South Africa and Turkey are the Fragile Five – all with large deficits, slowing growth and vulnerable currencies. Argentina is generally credited with starting the general panic after playing fast and

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China Is Cooling Off – Jim Rogers On The Markets 01-27-14

Salient to Investors: Jim Rogers said: Underlying situation worsening with interest rates going higher in most countries, including Turkey, Indonesia and India as cheap money ends and money gets printed. China is cooling off. Read the full article at http://jimrogersonthemarkets.blogspot.com/2014/01/china-is-cooling-off.html Click here to receive free and immediate email alerts of the latest

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Slump-Watchers Dump Yield Curve for 1970s Tool: Cutting Research – Bloomberg 11-26-13

Salient to Investors: Ellen Zentner at Morgan Stanley said: The Fed’s near-zero interest rate and QE is holding down US bond rates, meaning the US Treasury yield curve would struggle to invert, crimping its effectiveness as an indicator of business cycles. Yield curve inversion signals investors are betting on weaker

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‘Dr. Doom’ Roubini: U.S. Growth Picture Is Sub-par – BloombergTV 09-06-13

Salient to Investors: Nouriel Roubini at NYU said: There has been a global recovery in the last year with the US recovery and reduced tail risks of a eurozone breakup and a hard landing in China. The US economy recovery is very fragile, with barely 2% GDP growth expected in

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El-Erian Says Emerging Market Woes to Create U.S. Headwinds – Bloomberg 08-29-13

Salient to Investors: Mohamed El-Erian at Pimco said: Weakening emerging-market growth and spiraling currencies risk creating headwinds for a recovering US economy. Longer-term, we should care due to the feedback loop to the US. We will see a tightening of financial conditions to markets, with growth more challenged and the ability of

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What’s Good for U.S.-China-Japan Hurts Emerging Markets – Bloomberg 07-09-13

Salient to Investors: Fed tapering, China’s credit squeeze, and Japan’s reflation ultimately prime the three biggest economies for less volatile and longer-lasting expansions, but near-term, emerging markets, commodity producers, and economies that need cheap cash or weaker currencies, including the euro area, could suffer. Stephen Jen at SLJ Macro Partners said that

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