Recent Articles

USD and EM: Not as Much Link as You May Think

January 17, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

USD and EM: Not as Much Link as You May Think
For much of the 1990s the U.S. dollar (USD) and emerging markets had a positive correlation; i.e., they tended to move in the same direction. A strengthening U.S. dollar had hurt EM recently. A strong U.S. dollar meant a strong U.S. economy and rising prices for commodity exports. This time it may be different....
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Emerging Markets 2016 Performance Recap

January 09, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

Emerging Markets 2016 Performance Recap
EM gave away its lead position after the U.S. elections. The MSCI Emerging Markets Index (EM) (+11.3%) outperformed the MSCI World Index (+8.2%) in 2016. EM performed very well and kept consolidating on its best performer spot for most of the year but gave away its lead position to the S&P 500 Index (+12.0%) after the U.S. elections....
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Behavior of EM Equities After a Fed Rate Hike

December 19, 2016 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

Behavior of EM Equities After a Fed Rate Hike
Emerging market investors should not fear the Fed. After the start of the last three tightening cycles - 1994, 1999 and 2004, and the first Fed rate hike in 2015, emerging market (EM) equities have risen....
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Profitability Rising in EM Consumer Sectors

December 12, 2016 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

Profitability Rising in EM Consumer Sectors
China's insatiable appetite for building out infrastructure led to a commodity boom in the first decade of the 21st century, which favored commodity producers within emerging markets (EM). Following the credit crunch of 2008, the commodity related drivers of growth began to fade and leadership in EM has, once again, switched. The Return on Equity (ROE) for the Consumer sectors is projected to grow in 2016 and 2017....
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GDP Growth Matters

December 05, 2016 | Author: Edward Kerschner | Categories: Chart of the Week, Emerging Markets

GDP Growth Matters
There is a misconception is that there is no link between Gross Domestic Product (GDP) growth and equity performance. In the short run the relationship is weak, but over a longer time period the relationship is a meaningful one as the chart above demonstrates using GDP per capita growth, which adjusts national output for population size....
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