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

On September 16, 2015   /   Brazil Economy, China Economy, Emerging Market Economies, Global Economy, Malaysia Economy, Philippines Economy, Russia Economy, South Africa Economy, South Korea Economy, Turkey Economy  

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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Palm Oil Seen Dropping as Mistry Has Buy Call on Planters – Bloomberg 09-15-14

On September 15, 2014   /   Agriculture, Agriculture, Argentina Economy, Indonesia Economy, Malaysia Economy, Palm Oil, Plantation Stocks, Soybean  

Salient to Investors: Dorab Mistry at Godrej Intl said: Palm oil at a 5-year low creates a buying opportunity for plantation and processing company stocks because producers are still making money. Invest in plantations when palm oil prices are low. In Q4, 2008, when in a similar situation with regard to supply,

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China Lures Less Investment Than Southeast Asia, BofA Reports – Bloomberg 03-04-14

On March 4, 2014   /   Asean Economies, China Economy, Indonesia Economy, Investment Money Flows, Malaysia Economy, Philippines Economy, Singapore Economy, Thailand Economy  

Salient to Investors: Chua Hak Bin at Bank of America Merrill Lynch said:   Total foreign direct investment into Singapore, Malaysia, Indonesia, the Philippines and Thailand was $128.4 billion in 2103 versus $117.6 billion for China. Rising foreign direct investment into Asean will remain a favorable structural trend over the

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Irrational Exuberance Overtakes Asia – Bloomberg 12-12-13

On December 12, 2013   /   Asian Economy, China Economy, Economics, India Economy, Indonesia Economy, Japan Economy, Malaysia Economy, Philippines Economy, South Korea Economy, Thailand Economy, US Economy, Vietnam Economy, William Pesek  

Salient to Investors: William Pesek is  writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural

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Don’t Blame the Fed for Asia’s Problems – Bloomberg 08-26-13

On August 26, 2013   /   Asian Economy, China Economy, India Economy, Indonesia Economy, Japan Economy, Malaysia Economy, Philippines Economy, Thailand Economy, William Pesek  

Salient to Investors: William Pesek writes: Another 1997-like Asian crisis is highly unlikely because exchange rates are now more flexible, foreign-currency debt is lower, banks are healthier, countries are sitting on trillions of dollars of reserves, and economies are far more transparent. The same can’t be said of 1994, when the

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Capital Flows Back to U.S. as Markets Slump Across Asia – Bloomberg 08-20-13

On August 20, 2013   /   Asean Economies, Asian Economy, China Economy, Emerging Market Economies, Global Economy, India Economy, Investment Money Flows, Japan Economy, Jim O'Neill, Malaysia Economy  

Salient to Investors: Asia’s role as the world’s growth engine is waning as economies across the region weaken and investors pull out billions of dollars in favor of nascent recoveries in the US and Europe. Economists forecast Malaysia will post its second straight quarter of sub-5 percent growth this week.

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Pesek’s View From Asia – Bloomberg 07-31-13

On July 31, 2013   /   China Economy, India Economy, Japan Economy, Malaysia Economy, New Zealand Economy, William Pesek  

Salient to Investors: William Pesek writes: Najib kept his Malaysian coalition in power with a giant spending spree that included smartphone rebates for youths, household electricity subsidies and higher wages for civil servants. Fitch said Malaysia’s public finances are its key rating weakness. It will be difficult to achieve the 3

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Jim Rogers: Malaysia is attractive – Jim Rogers blog 07-03-13

On July 3, 2013   /   Jim Rogers, Malaysia Economy, Malaysia Stocks  

Salient to Investors: Jim Rogers says international investors prefer open, exciting and dynamics places. Malaysia has opened up and is one of the most attractive, with huge reserves, abundant natural resources. Read the full article at  http://www.jimrogers.info/2013_07_01_archive.html Click here to receive free and immediate email alerts of the latest forecasts.

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Mobius Buying More Malaysian Stocks; May Sell Indonesian Banks – Bloomberg 01-07-13

On January 7, 2013   /   India Stocks, Malaysia Economy, Malaysia Stocks, Mark Mobius  

Salient to Investors: Mark Mobius at Templeton Emerging Markets says the Malaysian administration has been very good for the markets and will continue to be so, and is buying more Malaysian shares on the country’s economic growth prospects. Mobius is possibly cutting back on Indonesian banks and Indian natural-resources stocks due to valuations. The Jakarta Finance Index

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