Archive for the General Category

Emerging Markets Will Rule!!

The Emerging Markets’ Century

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Russia is going backwards economically

Back to the 70s as stagnation beckons for Russia
by Tom Washington at 18/08/2010 12:29

The jury is still out on how Russia is bouncing back from the crisis, but even optimists see large question marks hovering over the financial future.

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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.

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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 tremendous political [...]

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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 support growth in the region. However, differentiation in [...]

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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 long-term growth.

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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.

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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.

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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 [...]

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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…

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