India has long been an economic laggard to China but that may be about to change.
More stimulus is coming and when combined with rising wages, it should push inflation higher. But this risks a bond market rout.
A number of prominent commentators suggest a market crash may be imminent. We think their arguments are flawed and the odds favour a temporary correction.
The overwhelming consensus is that deflation remains the greatest threat to the global economy. But that’s ignoring signs of impending inflation.
Some people believe emerging markets are too risky to be investible. We take a deep dive into the concept of risk and how it relates to these markets.
Indonesia has gone from being part of the “fragile five” to a quasi market darling. The optimism appears overdone.
After the recent correction, China stocks are worth accumulating. We like consumer-related plays, with internet stocks topping the list.
South Korea stands out as a buying opportunity amid the indiscriminate emerging markets sell-off.
Yuan volatility is part of a major rebalancing of global trade. The next phase of EM turmoil will involve banking crises in several countries including China.
Despite the claims of shale oil boosters, the era of cheap energy is over and it’s likely to weigh on economic growth in the years ahead.
Frontier markets offer some of the best investment opportunities over the next decade. We like Vietnam which is recovering after a massive credit bust.
Rising U.S. inflation expectations … suggesting inflation is around the corner. But we’re not buying it just yet.
All signs point to serious trouble for the Chinese economy. The best ways to play a China downturn: short-selling Australian banks, China property and the yuan.
We think not as increasing signs of corporate distress in China will weigh on emerging market growth.
One of the singular best investment strategies is to buy assets/asset classes which are most reviled by investors. Right now, junior gold miners fit the bill.
Japan is likely to launch even more QE in early 2014 and a much lower yen may result. That’ll have dramatic consequences, perhaps greater than US tapering.
There are increasing signs of deflationary risks in the developed world, suggesting bonds are set for a comeback.
China has unveiled its most sweeping reform agenda in more than 30 years, but the market impact is likely to be net-negative.
Supermarkets, healthcare and education are next in line for technological upheaval. We look at the best ways to profit from upcoming changes.
The Chinese yuan has reached 20-year highs versus the U.S. dollar. It’s a significant development with potentially huge ramifications for China and the world.