Frontier markets may soon outperform emerging markets
Reposted from What Investment
Sam Vecht, director and portfolio manager at investment firm BlackRock, has hotly tipped frontier markets to outperform emerging markets. More…
Freetown, Sierra Leone
As far as investing goes, the economic battlefronts of Europe, China, and the U.S. seem like the only concern.
Meanwhile, as if it could not care less about all that, Sierra Leone, the West African nation still shellshocked from years of truly horrific bloodshed, is building a stock market. Sitting on the corner of the edge of what they call the investing frontier—tiny, illiquid markets aspiring to graduate to emerging-market status More…
Reposted from Arabian Money
Arabia Money discuss their take-aways from the Agora Financial Symposium in Vancouver last month, and the next best place to invest. Read the full article here:
Arabian Money August2012 – “Really not a good time to be buying anything”
A woman counts Cambodian riel notes at a business in Phnom Penh
The stabilisation of the riel over the first half of this year is a reflection of increased confidence in using riel in the economy as well as improvements in the agricultural sector, according to economists and the National Bank of Cambodia (NBC).
The slowdown in the US economy has led to the depreciation of the dollar against other currencies, which has also been a contributor to the appreciation of the riel this year. More…
Reposted by Emerging Markets Outlook
The global bank HSBC, in its Business Without Borders newsletter, tells us that while the past decade was all about the BRIC countries – Brazil, Russia, India, China – we are now in the decade of what it has dubbed the CIVETS, which stands for Colombia, Indonesia, Vietnam, Egypt, Turkey, and South Africa, a set of countries “whose rising middle class, young populations and rapid growth rates make the BRICs look dull in comparison.” More…
Conrad de Aenlle
Commentary: Invest in the middle of nowhere to get somewhere
LONG BEACH, Calif. (MarketWatch) —There’s investing for the long term, and then there’s investing as though you won’t need to cash out until the day after forever. A recent report by Citigroup offers ideas for anyone who has a time horizon that’s not quite so long but is nevertheless in no hurry to reap gains. And yes, there are funds for that.
David Marcus, manager of Evermore Global Value Fund, is heavily invested in Spain, Italy and the U.K., but many of the companies in his portfolio conduct business outside of Europe. He talks with MarketWatch’s Jonathan Burton. More…
South East Asia
Emerging markets are attracting investors’ attention as rapid growth offers new investment opportunities.
Investors looking for exposure to Brazil, Russia, India and China have flocked to ETFs like the iShares MSCI BRIC Index (BKF: 38.78, -0.00, -0.01%). The four countries make up more than two-fifths of the world’s population and are expected to be major players in the future of the global economy. More…
Qatar
Reposted from The New-York Times
By Conrad De Aenlle
The difficulty with investing in the next big thing is that it is often not recognized as that until after it has become a current or former big thing. Before its arrival, it tends to be seen only as a crazy, risky thing or nothing at all.
Emerging-market portfolio managers specialize in finding the next big thing. But after the transformation of many economies in Asia and Latin America in the past two decades and the strong returns and mainstream popularity of their markets, what’s left to be found? More…
Lagos, Nigeria
Reposted from Seeking Alpha
By Robert Hallberg
Most of the growth in recent years has come from emerging economies such as China, Brazil, and India, among others. But these economies have been saturated with investors by now and they no longer have bargain deals that once made them so attractive. More…
Saigon, Vietnam
It’s clear that much has changed in Southeast Asia since the Vietnam War. Over the past 25 years, Vietnam has transformed itself. In 2007, Vietnam became a full-fledged member of the global economic community through its membership in the World Trade Organization. It has become a magnet for foreign investment and is evolving rapidly from an agricultural economy to one focused on higher-value manufacturing and services. More…
