Tag: emerging markets

Follow The Earnings To Emerging Equity Stars?

Follow The Earnings To Emerging Equity Stars?

Emerging market (EM) equities have had a great run recently. But don’t buy EM stocks indiscriminately. Focus on company earnings over macroeconomic trends to find stocks that have stronger return potential with reduced risk. [REITs] The MSCI Emerging Markets Index […]

Emerging Marketsgeralt / Pixabay

Emerging Markets: Minding Their Own Business

There has been a big improvement in emerging markets which I don’t think investors are fully aware of. Their external imbalances have improved significantly. Their current account deficits have shrunk. Foreign direct investment, in the meantime, has been very robust. […]