Tag Archives: Brazil

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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Credit Growth ‘Excessive’ in Many Emerging Markets

Emerging markets have quickly caught the developed nations’ disease and now many of them suffer from too rapid credit growth, which threatens their financial stability, analysts at Societe Generale said in a report.

In several countries, credit growth has exceeded 15 percent per year over the past four years, outpacing gross domestic product growth.

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