Global Credit Crunch means creative financing

The credit crunch continues, and many business and hence economies, stagnate along with it. Banks and other financial institutions are asking for more collateral, though this is hard to come by. Read More

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Biggest Emerging Market to Crash?

Seems to a growing consensus that China will experience a severe downturn sometime within the next year or so. The professional prognosticators predict that a crash in China’s property market could lead to a recession…or what would be a recession for China.  The central government in Beijing understands that a downturn could have treme...

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Latin American emerging markets & commodities

DOCTOR DOOM Latin America Will Expand In 2010 Signs point to global growth prospects and solid commodity prices Nouriel Roubini and Bertrand Delgado , 04.29.10, 06:00 AM EDT We maintain that Latin America–LatAm–will expand in 2010 after contracting more than 2% in 2009. Better global growth prospects and solid commodity prices will su...

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Brazil keeps going strong

Brazil Courts China Business By Paulo Prada and John Lyons SÃO PAULO—As Chinese President Hu Jintao arrives in Brazil on Wednesday for a state visit and a summit of so-called BRIC countries, business and political leaders in Latin America’s biggest economy aim to strengthen ties with a nation that is increasingly crucial to Brazil’s...

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Vietnam…the emerging market to avoid?

Vietnam is often touted as the next China, or THE alternative emerging market in South Asia. It is certainly true for manufacturers, many of whom have fled rising labor costs in China and increased regulation as well as currency appreciation. SHARETHIS.addEntry({ title: "Vietnam…the emerging market to avoid?", url: "http://www.bozongo.com/bl...

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The re-emergence of equities in Emerging Markets

Eastern Europe Leads Stock Gains in Year Since Post-Lehman Low By Bloomberg News March 9 (Bloomberg) — Eastern European and Central Asian equity markets led gains in the year since global stocks sank to their lowest level after the bankruptcy of Lehman Brothers Holdings Inc. SHARETHIS.addEntry({ title: "The re-emergence of equities in Emergin...

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Russian Detour

Russia is one emerging market that should be doing much better than it is. Oil prices are up, the country has little external debt, and politically…at least on the surface…things are calm. The real problem as almost everyone knows but is afraid to say, is that Russia is still run the same way it has ... SHARETHIS.addEntry({ title: "Russ...

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Emerging markets and others who are STUPID

Not sure I like the tag for some emerging market economies, nor some first tier ones…but it does get your attention and it may be the right description… SHARETHIS.addEntry({ title: "Emerging markets and others who are STUPID", url: "http://www.bozongo.com/blog/?p=655" });...

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Russia down…but poised for growth

Although the Russian economy took a huge hit in 2009, it has weathered the storm is ready to resume the upward trend of investment and growth. Commodities prices will rise over the next several years and Russia will see it’s currency appreciate with this. SHARETHIS.addEntry({ title: "Russia down…but poised for growth", url: "http://www....

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Google and Emerging Markets

Billionaires Make More From Ideas Than Bubbles Commentary by William Pesek Jan. 27 (Bloomberg) — All the buzz about losers if Google Inc. leaves China ignores a potential winner: India. SHARETHIS.addEntry({ title: "Google and Emerging Markets", url: "http://www.bozongo.com/blog/?p=649" });...