Salient to Investors: Sameer Samana at Wells Fargo Advisors said you are seeing some risks come back and the Turkish turmoil shows some of the risks in emerging markets. Read the full article at http://www.bloomberg.com/news/2013-06-03/emerging-stocks-drop-to-six-week-low-as-philippine-shares-slump.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: In 2012, Norway’s sovereign wealth fund, the world’s largest: near doubled investments in Australian bonds and equities increased sovereign debt fourfold and added provincial debt securities increased investments in emerging markets including Turkey, Russia and Taiwan lowered debt holdings of U.K. and France. Read the full article at http://www.bloomberg.com/news/2013-03-13/norway-fund-boosts-aussie-debt-holdings-four-times-adds-states.html Free email alerts
READ MORE... →Salient to Investors: Adrian Mowat at JPMorgan said emerging-market stocks may enter a significant correction because fundamentals and technicals are weakening – investors should use options that protect against stock losses and sell equities that are most sensitive to market swings. Mowat sees no near-term changes to these conditions and expects emerging markets to
READ MORE... →Salient to Investors: Albert Krespin at Deutsche Bank expects Turkish banking shares to continue their correction in the near-term, and advises switching from banking shares to industrial companies, which offer higher dividends. Dmitry Trembovolsky and Alexey Butylin at Goldman Sachs advised selling Turkish banks last week as earnings will decline and repatriation of money into the US could
READ MORE... →Salient to Investors: Laurentia Amica Darmawan at PT First State Investments Indonesia said the currency issue is the biggest risk factor in the foreseeable future for Asian companies, and will continue until we have clarity on how long global monetary easing will last. Credit Suisse lowered Turkish banks to neutral from
READ MORE... →Salient to Investors: Michael Hartnett at Bank of America Merrill Lynch said emerging-market stocks are poised to fall after weekly emerging-market fund inflows were the biggest in 10 months and triggered a Sell signal – that 4-week inflows totaling at least 1.5 percent of assets under management precede market declines. Hartnett said the most overbought are the most
READ MORE... →Salient to Investors: Anna Stupnytska at Goldman Sachs Asset Mgmt said: The growth market and the emerging market should be the main focus. Emerging markets are undervalued because investors are focused too much on the developed world. Investors are undervaluing the BRIC story which is still valid long-term. grow center The rise of the
READ MORE... →Predictions: Templeton’s Mark Mobius sees emerging-market stocks in a sweet spot as Chinese economic growth remains buoyant and valuations plunge from historical averages, and is increasing holdings in China, Russia, Turkey, Thailand and Africa. Read the full article at http://www.bloomberg.com/news/2012-06-19/most-emerging-stocks-decline-on-europe-debt-crisis-oci-rallies.html
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