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In Chile, what’s good for stocks will be good for bonds
Felipe Larrain, Chile’s finance minister is facing a new job come March when incoming center-left government of President-elect Michelle Bachelet takes over. An academic by profession, he intends to...
View ArticleIt’s not end of the world at the Fragile Five
Despite all the doom and gloom surrounding capital-hungry Fragile Five countries, real money managers have not abandoned the ship at all. Aberdeen Asset Management has overweight equity positions in...
View ArticleWill Lithuania fly like a hawk or a dove at the ECB?
No one will really know how Lithuania will impact European Central Bank monetary policy until the country gets a seat at the table. That is expected to happen in 2015, provided the last of the three...
View ArticleUkraine and the IMF: a sense of deja vu
The West has just agreed to stump up a load of cash for Ukraine but there is a distinct sense of deja vu around it all. Let’s face it – Ukraine’s track record on how it manages ts economy and foreign...
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Buying back into emerging markets
After almost a year of selling emerging markets, investors seem to be returning in force. The latest to turn positive on the asset class is asset and wealth manager Pictet Group (AUM: 265 billion...
View ArticleAnticipating the fallout from South Africa’s ratings reviews
By Sujata Rao South Africa is due ratings reviews this Friday. Chances are that the Standard & Poor’s agency will cut its BBB rating by one, or possibly even two notches. Another agency Fitch has...
View ArticleThe people buying emerging markets
By Sujata Rao We’ve written (most recently here) about all the buying interest that emerging markets have been getting from once-conservative investors such as pension funds and central banks. Last...
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More volatility expected as Fed rate rise looms – Cumberland Advisors’ David...
By Jeanine Prezioso David Kotok, Cumberland Advisors A healthy dose of fear has re-entered financial markets in the final three months of the year. The Chicago Board Options Exchange VIX, a widely...
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GMF @HedgeWorld West, World Bank/IMF and Financial & Risk Summit Toronto 2014
By Walden Siew (Updates with guest photos and new links). Join our special coverage Oct. 6-10 in the Global Markets Forum as we hit the road, from the West Coast to Washington to the Great White North....
View ArticleStrong dollar, weak oil and emerging markets growth
By Sujata Rao Many emerging economies have been banking on weaker currencies to revitalise economic growth. Oil’s 25 percent fall in dollar terms this year should also help. The problem however is the...
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