Is risk in emerging economies less than developed economies?
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. To get an overall view of the health of emerging-market economies I developed a GDP-weighted manufacturing...
View ArticleEmerging-market stocks have more upside, but in need of correction
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. In past articles I referred to the relationship between the MSCI Emerging Market Index expressed in Swiss...
View ArticleJames Paulsen likes emerging-market stocks on interest rates
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. James Paulsen, chief investment strategist at Wells Capital Management, talks about the outlook for...
View ArticleEmerging markets are undervalued
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Investors in emerging markets have had a difficult year in 2011 and analysts are expecting them to...
View ArticleIs derating of emerging-market stocks justified?
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. The dividend yield of the iShares MSCI Emerging Markets Index Fund (EEM) recently moved above the dividend...
View ArticleIs emerging market growth at risk?
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. This post is a guest contribution by Manoj Pradhan of Morgan Stanley. EM risky assets and currencies saw a...
View ArticleEmerging-market equities – potential for strong outperformance!
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Emerging-market equities have underperformed mature-market equities since the start of the year, with the...
View ArticleEmerging economies – short-term gain, longer-term pain?
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. This post is a guest contribution by Manoj Pradhan of Morgan Stanley. Rather than signaling an extended...
View ArticleManaging emerging market risk, according to Pimco
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Masha Gordon, head of emerging market equities at Pimco, on how Pimco is managing tail risks in its EM...
View ArticleMark Mobius on frontier markets
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. A recent Q&A with Mark Mobius, Templeton Asset Management’s emerging markets guru, follows below,...
View ArticleAre EMs the new DMs?
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. This post is a guest contribution by Manoj Pradhan of Morgan Stanley. In today’s world economy, many old...
View ArticleEmerging market equities: China to lead the way?
Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog. Markit released the Flash HSBC China Manufacturing PMI for February based on 85% to 90% of responses this...
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