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AdvisorAnalyst Views » Emerging Markets
24 May 2013 at 10:58am
Insight on investing and markets to get you going.

• Challenging Investor Assumptions About Emerging Markets
  by Dodd Kittsley, iShares
  22 May 2013 at 11:50am
  by Dodd Kittsley, iShares It’s always a good idea to check in on your portfolio to make sure it’s still giving you the exposure you originally intended.  But just like eating an apple a day or flossing every night, most of us tend to ignore this kind of well-intentioned advice. However, something I’m seeing in [...]
  
• Emerging Markets Radar (May 21, 2013)
  by US Global Investors
  21 May 2013 at 9:27am
  Emerging Markets Radar (May 21, 2013) Strengths Dividends paid by Latin American equities have been crucial in cushioning the 14.9 percent fall in the MSCI Latin America index over the past five years. Earnings weakness, multiple contraction, and foreign exchange losses have weighed heavily on the region’s equities. However, the reliability of dividend payments by [...]
  
• Emerging Markets Radar (May 11, 2013)
  by US Global Investors
  13 May 2013 at 9:28am
  Emerging Markets Radar (May 11, 2013) Strengths The eurozone as a whole has posted two consecutive quarters of substantial current account surpluses with the rest of the world. Initially it was thought only a sustained boost in domestic consumption in Germany could pull the peripheral and eastern European countries back into a strong growth trajectory. [...]
  
• Emerging Markets Radar (April 29, 2013)
  by US Global Investors
  29 Apr 2013 at 10:50am
  Emerging Markets Radar (April 29, 2013) Strengths The Hang Seng Index was up 2.43 percent this week, driven by better than expected first-quarter earnings announcements from H-share banks, IPP, auto, telecom, home appliances and property developers. Investors also may have been encouraged by attractive valuations of H-share stocks in general. Domestic airlines in China booked [...]
  
• Emerging Markets Radar (April 15, 2013)
  by US Global Investors
  14 Apr 2013 at 6:37pm
  Emerging Markets Radar (April 15, 2013) Strengths China’s March CPI was 2.1 percent year-over-year falling short of market expectations for 2.5 percent. The benign inflation number will allow China’s central bank, People’s Bank of China (PBOC), to stay on neutral monetary policy to support the government’s growth objective. PPI was down 1.9 percent, proving weaker [...]
  
• Emerging Markets Radar (April 8, 2013)
  by US Global Investors
  8 Apr 2013 at 10:22am
  Emerging Markets Radar (April 8, 2013) Strengths Macau generated record gaming revenue in March, up 25 percent year-over-year or 16 percent month-over-month. China’s major cities released their interpretations or implementations of the State Council’s “New Five-Point Property Measures.” On home price and home purchase restrictions, policies remained largely neutral, except for Beijing and Shanghai which [...]
  
• Emerging Markets: Proceed with Caution (Gibley)
  by Michelle Gibley, Charles Schwab and Company
  4 Apr 2013 at 10:53am
  April 3, 2013 by Michelle Gibley, CFA, Director of International Research, Schwab Center for Financial Research Key points • Emerging markets have great promise—but we see constraints on future growth in large EM economies, and stocks have underperformed recently. • Meanwhile, inflation is stubbornly high in several large countries, which could result in monetary tightening [...]
  
• Emerging Markets Radar (April 1, 2013)
  by US Global Investors
  30 Mar 2013 at 5:24pm
  Emerging Markets Radar (April 1, 2013) Strengths Fitch upgraded the Philippines’ sovereign debt rating from below investment grade BB+ to investment grade BBB- due to a current account balance surplus and a lower debt-to-government-revenue ratio. Moody’s and S&P have yet to follow through with an upgrade. China’s industrial profit growth soared to 17.2 percent in [...]
  
• Matthews’ Mark Headley: “This Could be The Year of China”
  by Consuelo Mack WealthTrack
  25 Mar 2013 at 10:00am
  A rare television interview with Great Investor Mark Headley of Matthews Asia. The Asia investing pioneer will explain why this could be the year of China as it transitions to new leadership and a consumer driven economy.
  
• Emerging Markets Radar (March 18, 2013)
  by US Global Investors
  18 Mar 2013 at 6:48am
  Emerging Markets Radar (March 18, 2013) Strengths China’s residential floor space sales surged 55.2 percent year-over-year in the January to February period, the fastest pace since late 2009, reflecting pent-up demand after two years of stagnation. Residential investment rose 23.4 percent and residential starts increased 17.5 percent for the same period. China’s passenger vehicle sales [...]