Emerging Markets
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Market News
Japanese Stocks Slump
The Nikkei 225 surged 82% from its pandemic-selloff low to a 30-year high in February, as investors rushed into cyclical-heavy…
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Market View
JPMorgan: Emerging Markets Stocks Are Appealing
MSCI Emerging Markets Index trading at 1.6 times book value, up from a low of 1.4 times in October. JPMorgan…
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Blog
The FEAR is Back!
The FEAR is back! Emerging market currencies: Argentina, Brazil, India, Indonesia, Turkey, South Africa are hit as the Fed continue…
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Market News
巴西雷亚尔跌破4 突破了警戒线
尽管我们看到了阿根廷、土耳其乃至印度尼西亚这样的亚洲新兴市场国家货币的崩溃，不过，许多危机事件似乎都有自身特殊情况的影响，未必代表整体新兴市场的共有特质。 如果要寻找这种共性，美银美林首席投资官Michael Hartnett 曾经提到，巴西雷亚尔是一个重要的观测指标——“新兴市场的货币从不说谎，如果美元兑巴西雷亚尔涨破4，这有可能会引发信贷资产的去杠杆和风险蔓延。” 巴西雷亚尔周二正式跌破4，上一次出现类似汇率水平是在2016年1月，当时人民币大幅调整。 Reference: 华尔街见闻, 2018-08-22, <<巴西雷亚尔跌破4 新兴市场危机指标刚刚触发>>
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Market View
As emerging markets sink into bear territory, Oil could be the tipping point
Among the hardest hit, Turkey’s TUR ETF has tanked 50% this year, China’s FXI ETF has tumbled 12% and Indonesia’s…
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Market News
China Stocks Resist Emerging Market Sell off
Chinese stocks were spared the worst in a selloff that’s sent emerging market assets tumbling across the world. While the…
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Market News
Emerging Buying Opportunities in Wobbled Emerging Markets
“A shakeout in emerging market equities has created value in a world where good quality value is scarce,” said Richard…
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Market News
Goldman Sachs | Emerging Markets May Have Bottomed
According to an analysis by Goldman Sachs Group Inc, emerging market assets may have bottomed last month and the rally…
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Market News
Templeton & BlackRock | It’s time to buy Emerging Markets
2018-07-18, according to Bloomberg, strategies and investors from Goldman Sachs Group Inc., Franklin Templeton Investments and BlackRock Inc. say cheap…
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