Worst of Crisis Over for Asian Emerging Markets, Nomura Says – Bloomberg 09-02-13

Salient to Investors: Steve Ashley at Nomura said: The worst is over for Asian emerging markets but individual countries could continue to suffer significant challenges. It is very positive for the next 5 to 10 years as the amount of investments by funds in these countries catch up with the

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Singapore Stocks Worst in Developed World: Southeast Asia – Bloomberg 09-01-13

Salient to Investors: Investors pulled $2.2 billion from Thailand, Indonesia and the Philippines in August, versus inflows of $6.8 billion in 2012. Wellian Wiranto at Barclays said Singapore is a barometer for Southeast Asia; choppiness elsewhere cause ripples in Singapore. Khiem Do at Baring Asset Mgmt said Singapore’s stock market benefited from loose

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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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Bubble, Bubble, Money and Trouble – Barron’s 06-01-13

Salient to Investors: Marc Faber at the Gloom Boom & Doom Report says: High-end assets from stocks to art to real estate are in a bubble caused by central bank money-printing. This money doesn’t increase economic activity and asset prices in concert, instead creates dangerous excesses in countries and asset

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Asian Stocks Outside Japan Rise on U.S. Jobs Growth – Bloomberg 05-05-13

Salient to Investors: Michael Kurtz at Nomura said resilient US private demand, plus stronger-than-expected jobs data should help risk appetite, so remains positive on regional equities. Read the full article at http://www.bloomberg.com/news/2013-05-06/asian-stocks-outside-japan-rise-on-u-s-jobs-growth.html Click here to receive free and immediate email alerts of the latest forecasts.

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