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EMPEA’s Sarah Alexander on a post-BRIC world
An old saw from the journalism universe has it that once you start hearing the same quotes from different people, it means one of two things: either you’ve reported the hell out of the story and it’s...
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9 Emerging and Frontier Markets Uncle Sam wants YOU to export to
On the heels of the latest update to the World Bank’s annual Doing Business index, I thought I would use this opportunity to try a different take on the usual blather surrounding this study about which...
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Rapid Growth Markets: Behold THE FUTURE
I’ve just spent way too much time playing with Ernst & Young’s interactive spider graph thingy that allows you to compare their 25 “rapid-growth” markets across a range of macroeconomic indicators....
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Carry trade returns: winners and losers as of mid-November
From the Hindu Business Line: Though this comes from a story headlined, “Rupee depreciation erodes carry trade returns”, it’s interesting (though perhaps not surprising) to note that Asia is nowhere in...
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Chart of the Day: The top 10 stock exchanges of 2012
This is actually going to be a few charts, because the first chart as you can see looks ridiculous: It should go without saying that there’s something very wrong with this picture, and indeed Miguel...
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Caravel Management makes a case for Frontier Markets
You may have heard by now that the jig is up on the BRIC acronym as an investment class. But we’ll all still have to spend at least another couple years discussing how it doesn’t work, so if you’re...
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Chart Of The Day: Emerging Markets Currency Wars Landscape
This is interesting: And here’s an explanation of what we’re looking at: Table 1 allocates EMs to the various quadrants of the Swan diagram based on the latest data. The countries that lie in quadrant...
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Charts of the Day: The Future Of Emerging And Frontier Markets
Thanks to Ernst & Young, I’ve got my retirement destination all picked out: Turkey. Because, you see, in 2040, when I’m 67 years old, forget the BRICs or Mexico or Dubai or South-South anything;...
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