Silver as an investment

Category Archives: Emerging Market

Our 20% Gain in Eight Months Is Just the Beginning / By Justin Spittler, editor, Casey Daily Dispatch / October 12 2017 Earlier this year, I told you to “forget about U.S. stocks.” I said this because I saw “more danger in U.S. stocks than opportunity.” But here’s the thing. I didn’t tell you to hide in cash. Instead, I told you to buy emerging market stocks. These are countries […]

Emerging Market Turmoil Enters New Phase—-South Africa, Poland, Brazil Stumble Further / By Natasha Doff, Sangwon Yoon & Stephen Kirkland at Bloomberg / December 15, 2015 Impeachments, ministerial sackings and warplanes. As if emerging-market investors didn’t have enough to worry about with the Federal Reserve poised to end a seven-year era of near-zero interest rates, political turmoil has buffeted developing economies more than normal in […]

The System Is Starting Its A Final Collapse / Dave Kranzler / December 3, 2015 The director of the CME Metals Group announced her resignation to effective December 11. No further explanation was provided – Reuters link.  I’m not one to infer some type of conspiracy theory in connection with this, but it seems rather abrupt.   It’s akin to Bernanke leaving the […]

The Emerging Market Growth Model Is “Broken”; RIP EM / by Tyler Durden on 12/02/2015 13:11 It’s that time of year again, when every sellside macro strategist peers into his or her crystal ball in a completely futile effort to predict the direction the global economy economy will take in the year ahead. As everyone knows, the only thing more difficult than forecasting the […]

Global Deflation Alert: Emerging Market Credit Downgrades Are Soaring / By Ye Xie at Bloomberg / October 30, 2015 Investors be warned. There have been more credit-rating downgrades in developing nations in the first nine months of this year than in the whole of 2014 and the outlook keeps getting gloomier, according to Standard & Poor’s. An economic slowdown and lower commodity prices are to […]

Exodus 2015—–The March Of Capital Fleeing The Emerging Market Accelerates / by Elena Popina at Bloomberg / October 1, 2015 Traders dumped exchange-traded funds tracking emerging-market stocks at the fastest pace in over a year last quarter amid concerns over the slowdown in China, a selloff in commodities and the prospect of higher interest rates in the U.S. Investors pulled $6.1 billion from U.S.-traded ETFs that […]

Emerging Market Preview: The Week Ahead / Dr.Win Thin and Ilan Solot / Oct 19, 2014 Emerging market assets have started off the week mixed, with few clear signals to follow. The major currencies also appear directionless at the moment, though eurozone flash PMIs on Thursday could help put the spotlight back on weakness there. As long as the dollar […]

Why Ukraine Matters More Than You Think (Or “Only Wimps Pay Their Debts”) / by Tyler Durden on 03/12/2014 19:25 -0400 Ukraine, we are told, is infamous for its colorful proverbs and as the title suggests Citi’s Matt King warns that emerging market (EM) bond investors may yet become familiar with more of them in coming weeks. Unfortunately Ukraine’s importance is greater than its economic or even geopolitical significance […]

Crushing The “US Is Decoupling” Meme (In One Simple Chart) / by Tyler Durden on 02/24/2014 19:55 -0500 With US equity markets hitting fresh all-time highs (as much of the rest of the world is 10-15% off its highs and falling), the meme that rules the “common knowledge” talking-head world is “US decoupling” or yet another version of ‘cleanest dirty shirt’. Well, as much as we […]

On The Lessons ‘Economists’ Fail To Learn / by Tyler Durden / 02/10/2014 10:48 -0500 Authored by Dani Rodrik, originally posted at Project Syndicate, How quickly emerging markets’ fortunes have turned. Not long ago, they were touted as the salvation of the world economy – the dynamic engines of growth that would take over as the economies of the United States and Europe sputtered. Economists at […]