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

On August 13, 2015   /   Brazil Economy, China Economy, Economics, Emerging Market Economies, India Economy, Turkey Economy  

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

On February 4, 2014   /   Argentina Economy, Emerging Market Economies, Emerging Markets Stocks, Jim O'Neill, Thailand Economy, Turkey Economy, Ukraine Economy  

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

On February 2, 2014   /   Argentina Economy, Brazil Economy, Chile Economy, Columbia Economy, Indonesia Economy, Mexico Economy, Peru Economy, South Africa Economy, Turkey Economy  

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

On January 27, 2014   /   Bond Market, China Economy, India Economy, Indonesia Economy, Jim Rogers, Turkey Economy, US Economy  

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

On November 26, 2013   /   Bond Market, China Economy, Economics, Europe Economy, South Africa Economy, South Korea Economy, Turkey Economy, Ukraine Economy, US Economy  

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

On September 6, 2013   /   Bond Market, Brazil Economy, China Economy, Emerging Market Economies, Europe Economy, Greece Economy, Indonesia Economy, Italy Economy, Nouriel Roubini, South Africa Economy, Spain Economy, Turkey Economy, US Economy  

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

On August 29, 2013   /   Asia Stocks, Bond Market, Emerging Market Economies, Emerging Markets Stocks, Investment Money Flows, Mohamed El-Erian, Turkey Economy, US Economy, US Stocks  

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

On July 9, 2013   /   Blackrock, Brazil Economy, China Economy, Emerging Market Economies, Europe Economy, James Paulsen, Mexico Economy, South Africa Economy, Turkey Economy, Ukraine Economy, US Economy  

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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