The emerging market universe includes a very diverse set of countries, many of which are sorely lacking in the types of freedom enjoyed by their people. Some of the biggest…
Tag: emerging markets
Mark Mobius: Emerging Markets Will Outperform
The founder of Mobius Capital Partners, once described as the “Indiana Jones of emerging markets,” recently told Barron’s that he sees a “strong global economic recovery that should finally help…
“Godfather” of Smart Beta Talks Emerging Markets and “Maverick Risk”
Rob Arnott advises clients to put as much into emerging markets value stocks as they’re comfortable with. “For most,” he says, “that’s a 5%-10% allocation, and that’s enough to move…
Emerging Markets a Bargain or Fool's Gold?
A recent Financial Times article debates the long-standing assertion by GMO that emerging market shares are a good deal, citing the firm’s comment that “EM equities are as appealing as…
A Better Use of Data in Emerging Market Investing
An article in Barron’s discusses how factor investing hasn’t taken on in emerging markets as much as in other asset classes, adding that “investors shouldn’t overlook the opportunities.” The article…
Emerging Markets Are a Buy
An article in Fortune reports that, while many including such finance experts as Jeremy Grantham of GMO, Mark Mobius and Rob Arnott of Research Affiliates sing the praises of emerging…
How This Emerging Market Selloff is Different
A recent article in The Wall Street Journal addresses the current selloff in emerging markets stocks and how it differs from past routs. “The deepening selloff in emerging markets this…
The Worst Stock Market Isn't Cheap Enough
An article in Bloomberg explains why investors are “staying on the sidelines despite the plunge in Philippine stocks.” The article offers comments from Metropolitan Bank & Trust Co.’s head of…
Value Versus Growth in Emerging Markets
“Emerging markets are flashing warning signs, but don’t tell that to value stocks,” writes Bloomberg columnist Nir Kaissar, who adds, “To some investors’ surprise, value stocks are holding up better…
Edgy Investors Pulling Out of Risky Economies
“A financial panic is again gripping some of the world’s developing economies,” according to an article in The New York Times. This is in sharp contrast to the climate in…