In markets, one of the most watched and ongoing match races is the one between Emerging (or developing) Markets and Developed Markets.
October 30th, 2009 | Chris Mayer | 0 comments | ContinuedAll Posts Tagged With: "emerging markets"
Fed Vice Donald Kohn Urges Emerging Markets to Drop the Dollar Peg
Fed Vice Chairman Donald Kohn said the world would be a lot better if emerging markets simply dropped their dollar pegs. This means they would stop importing U.S. inflation by matching the Fed rate cut for rate cut. In a speech earlier this week Kohn said, “In those countries where strong commodity demands are associated with rapid growth in aggregate demand that outstrips potential supply, actions to…
July 2nd, 2008 | Dan Denning | 7 comments | Continued
Vietnam: The Next Bubble in the Emerging Markets
The next bubbles are probably coming in oil…commodities, and – many experts believe – in emerging markets. We see the hot air flowing into the oil market, for example. Barron’s reports that $260 billion has gone into indexed commodity strategies – up from only $13 billion at the end of 2003…
June 25th, 2008 | Bill Bonner | 3 comments | Continued
Globalization is No Longer a Force for Good
In the 15-year period known as the “Great Moderation” central banks could increase their supplies of money 2, 3, 5 times as fast as GDP growth. Normally, this would cause inflation. But it didn’t, because globalized markets…
June 5th, 2008 | Bill Bonner | 17 comments | Continued
The Century of the Emerging Markets
The latest news is that the emerging markets have already recovered from their October-March losses. You’ll remember, dear reader, that they were hit especially hard by news of a credit crunch in the West…
May 21st, 2008 | Bill Bonner | 1 comment | Continued
Still Opportunity in Emerging Markets – Especially India
Still, looking at the big picture, over the long term, he is probably right. The emerging markets are probably a better place for your money than the United States.
May 14th, 2008 | Bill Bonner | 0 comments | Continued
Investors Sold Japan Along with the Emerging Markets
What about Japan, we asked Julian? Japan is a special case. It is the only country to maintain low rates of currency growth, and the only one to be locked into an on-again, off-again deflationary recession for the last 18 years.
May 8th, 2008 | Bill Bonner | 1 comment | Continued
Emerging Markets Means Only One Thing to Us: A Buying Opportunity…
Emerging markets are among the many things we know little about. But that doesn’t stop us from having opinions. And our opinion is that the world is turning…
April 28th, 2008 | Bill Bonner | 0 comments | Continued