Emerging Markets Archive

Investors Have Never Been More Euphoric, TSLA & Bitcoin, Emerging Markets Breaking Out, ACI Earnings Preview

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BRICs Underperforming Since November

January 31, 2011  ·  Category: Emerging Markets, Technical Analysis
While US stock markets have punched through what appeared to be a double top made at the beginning of November ("Top Gun FP Client Note: Double Top", originally sent November 22, 2010), BRIC stock markets ...
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Barron’s: Money Flowing Out of US Funds Into Emerging Markets

January 11, 2010  ·  Category: Emerging Markets, The Investment Advice Business
Source: "Wish You Were Here", Barron's, January 9
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Emerging Market Stocks Lead The Rally

December 31, 2009  ·  Category: Emerging Markets, Market Commentary
For the medium term, I'd avoid emerging markets because of the froth there. - Chris Zook, Chief Investment Officer, CAZ Investments What we're living through now is something of epic proportions. - Alan Conway, Head of Emerging Market ...
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Top Gun FP Client Note: Is Dubai The Canary In The Coal Mine?

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BRIC Is Back

June 4, 2009  ·  Category: Emerging Markets, Market Commentary
If investors in New York and London are seeing the first delicate signs of a recovery, their counterparts in developing countries say they are witnessing a full-on spring. After a crushing fall in the last year ...
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