Emerging Market Analysis
Back to homepageMexico’s Road to Reform 3
Many investors had high hopes for Mexico’s market this year given an improving global economic outlook and a slate of planned domestic reforms, but some of the enthusiasm seems to have faded and economic growth has been subdued there year-to-date.
Read MoreA Quarter Century of Emerging-Markets Investing 1
At one time or another, every country could have been classified as “emerging.” Back in the 1800s, the Western part of the United States was called the “new frontier.” Investors purchasing farmland there were likely to consider it a highly
Read MoreUnited Arab Emirates: An Emerging Market Melting Pot 4,988
The investable Middle East/North Africa region known as “MENA” encompasses 11 diverse countries, extending from Oman to Morocco, and also includes Bahrain, Egypt, Jordan, Kuwait, Lebanon, Qatar, Saudi Arabia, Tunisia and the United Arab Emirates (UAE). I recently had the
Read MoreLatin American markets are standing on their own feet 3
Latin American markets appear to have taken a potent dose of cold medication, as the region now appears to be immune to catching a cold when the U.S. sneezes. This situation dispels the decades-old axiom that the fortunes of Latin America
Read MoreChinese economy keeps motoring on 8
The threat of a hard landing appears to have been greatly exaggerated, as the Chinese economy is still growing solidly Fears of a hard landing in China are now being replaced by renewed optimism about the recent performance of both
Read MoreLow debt, high growth – Opportunities in emerging markets 2
Although results were disappointing for many developing nations in 2011, they could well post strong performances this year. But for clients who are attracted by the opportunities in emerging markets, experts who manage investments in these regions suggest Latin America,
Read MoreEmerging Markets Outlook 2008 – Strong commodity prices expected to support growth 1
Fueled by strong domestic consumption, robust exports and continued strength in commodity prices, the emerging markets outlook in 2008 for economies in Latin America, Eastern Europe, the Middle East and Africa is for healthy average growth of 4%. That should
Read MoreAsian economic powers coming under increasing scrutiny 2
Although Asian economic powers China and India are expected to fuel Asia’s secular bull market, the sustainability of their performance is coming under increasing scrutiny. India is continuing to surprise, while China’s bull market may be on the verge of
Read MoreAsia set to play an important role in the global economy 2
Ten years later, certain countries’ economies are now more sophisticated, flexible, innovative and open Ten years after the Asian financial crisis sent shock waves rippling through global financial markets, the region has emerged stronger than ever and is set to
Read MoreVietnam expected to be the next Asian tiger 2
Despite concerns about corruption, bureaucracy and a weak legal framework, Vietnam’s growth is based on sound fundamentals Vietnam is regarded as the next Asian tiger in the making. In some circles, it is seen as the most exciting investment alternative
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