Argentina’s successful return to the capital markets is a reminder that elections matter. Can Brazil turn things around as well?
Entries filed under 'Emerging Markets'
Emerging market asset classes rallied sharply in the first quarter.
China first devalues—then supports—its currency. What exactly is going on?
After a five-year absence, the El Niño weather phenomenon is back, and it may have far-reaching effects on the world’s agriculture markets.
Mexico and now Brazil's Petrobras have both issued 100-year bonds. What is the appeal for the issuer and buyer?
A strong U.S. dollar and a few high-profile defaults have some EM investors on edge. But we don’t think they present significant problems for the market.
The European Central Bank’s continuing commitment to quantitative easing eventually will boost the economies of emerging markets and support their currencies.
Market contagion, however, should be limited.
Sure, sharp drops in commodities prices have hurt major producing countries that have not been able to diversify their economies away from commodities, but heavy importers should benefit.
While emerging markets have continued to outpace developed markets, the differences in economic policies have been dramatic.