Posts From Dwarka Lakhan
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Dwarka Lakhan
Brazil buoyed by “order and progress” 0
The South American giant is finally living up to the motto on its flag Buoyed by favourable monetary and fiscal policies, significant improvement in its debt profile and a robust export performance, Brazil is enjoying a surge in capital inflows,
Read MoreThe developing potential of Middle East markets 573
Middle East markets have the potential to become the newest emerging-market frontier for investors. The region’s problems garner attention, but beneath it all is the strengthening foundation of a large emerging market for investors. The region has one of the largest
Read MoreWhy emerging economies are proving world-beaters 5
Fueled by myriad internal and external factors, emerging economies have been on a roll over the past five years — significantly outperforming their developed counterparts. While they remain vulnerable to external shocks, their prospects remain good for the near future,
Read MoreBrazil’s economic comeback offers investment potential 0
Country has achieved political stability under President Lula da Silva, and recent growth is impressive. But reform fatigue is a risk. Once considered an economic basket case, Brazil — buoyed by a strong economy, aggressive government policies and a popular
Read MoreEurope, Latin America have overshadowed Asia 0
Returns for first two regions are better over past decade, but economic outlook for third is more promising. Look before you leap Despite all the hoopla over Asia, emerging markets in Europe and Latin America have fared much better in
Read MoreWhen high returns conflict with human rights issues 2
Many emerging markets offer great rewards, but investors may want to consider how some countries treat their own people Investing in countries with records of human rights violations can be a double-edged sword: you can be damned if you do
Read MoreEmerging markets’ risk declines, rewards remain attractive 3
Distant markets are cleaning up their acts at a time when the established markets are caught up in regulatory scandals Advisors who put their clients into emerging-market investments always face the consequence of taking potentially high risks in search of
Read MoreLatin American equity markets lead emerging markets 2
Latin American equity markets are among the best performers in the world’s emerging markets, even though they are plagued by political and financial turmoil. Managers expect the countries to continue to do well because of improving economic growth, rising commodity
Read MoreMarket timing in emerging markets 1
Big gains and big losses make distant markets a challenge, but strategy may actually work in this case. Investors are repeatedly told not to engage in market timing, but the strategy may work in emerging markets, which are subject to
Read MoreOpportunities in EEMEA group, Latin America 1
Many money managers believe emerging markets in Europe, Middle East, Africa have hit bottom and have nowhere to go but up Many global money managers plan to increase their investments in emerging markets in 2003. These markets, they say, will
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