Tag Archives: Brazil

A climate change accounting trick could save the planet

As more politicians become aware of the need to do something about climate change before we’re all swallowed by the oceans we came from, discussions are focusing on how to measure what countries are doing about it and what steps to take to contain it.

An accounting trick that could save the planet should perhaps be given more attention: adjusting each country’s gross domestic product data by the effect that particular country has on climate change.

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Investors should look for the gold of the future: forests

Probably not many people waking up next Sunday 21 March will be aware that it is the International Day of Forests — but they should be.

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Pay emerging markets to help stop climate change

Among developed countries investors, there are various interpretations of the strength of the commitment to environmental, social and governance (ESG) factors in emerging markets, ranging from the cynical to the idealistic.

The cynical view would be that there can be no “real” ESG in emerging markets because too often they are plagued by corruption, therefore investors cannot trust what companies in these countries report.

The idealistic view, on the other hand, would see every little step towards introducing ESG as a wonderful sign that these countries are finally deciding to adopt the same values as Western democracies.

While both extremes are wrong, sadly even the moderate take misses the main difference between emerging markets and developed ones: the effect of development itself on ESG — and in particular on the “E”.

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Emerging markets currencies outlook for Q2

Emerging markets currencies will be one of the most affected asset classes when the Federal Reserve starts to hike interest rates, but actually some of them stand to benefit.

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What is investors’ favourite asset in emerging markets?

The favourite asset class for investors in emerging markets is debt in local currency, and investor sentiment is off to a strong start for the year, a survey by Societe Generale shows.

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Chinese executives more optimistic on economy: survey

Chinese executives have grown more optimistic about their country’s economic outlook, a survey by consultancy EY reveals.

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Stock markets have fallen too far, say analysts

Stock markets fell sharply on Wednesday, as panic spread like wildfire. There wasn’t any single event that triggered the fall.

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Company executives upbeat about earnings: survey

Company executives’ confidence in the stability of the global economy has improved, and appetite for mergers and acquisitions has increased, a survey by consultancy EY shows.

It also shows a jump in their confidence in the outlook for company earnings, just as earnings season kicks off in the U.S.

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Emerging markets – is the rally over?

There has been a marked change in sentiment towards emerging markets this year, with more investors getting back in after disappointing performance last year.

But three analysts published warnings about the asset class on Monday. While not calling for an abrupt end to the rises in emerging markets stocks and bonds witnessed over the past few months, the warnings serve as a reminder that volatility can come back at any time.

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Emerging markets ready to capitulate

Capitulation in emerging markets is getting close, a survey of fund managers with $653 billion assets under management suggests.

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