Philip Chua Business Blog

Posts Tagged ‘emerging markets’

CRISIS in the eurozone is unlikely to derail Asian growth significantly, says Societe Generale Private Banking economist and strategist Xavier Denis. But there is still downside risk in equity markets. And, those who reckon they want to take some risk may do better buying US equities rather than Asian or emerging markets equity. Mr Denis says the retracement of stock markets is a welcome correctio... more

INVESTORS today are increasingly looking towards emerging markets like the BRIC economies (Brazil, Russia, India and China) to park their money. The term was first coined nearly a decade ago by Goldman Sachs economist Jim O'Neill, who argued that the combined economies of the BRICs could eclipse those of the world's richest countries by 2050. These four countries today certainly lo... more

AMID the general optimism over equities in Asia and the emerging markets, strategists at Barclays Wealth have sounded a note of caution over valuations in Asia. This runs counter to the consensus view that Asian growth is set to outstrip that of developed economies – a point that isn’t in dispute – and that market weakness is a buying opportunity.

Says Aaron Gurwitz, Barclays Wealth managing di… more

EQUITY weightings of private clients’ portfolios are expected to remain elevated relative to bonds going into 2010, in a sign of continuing optimism over global growth and, in particular, growth in Asia and the emerging markets.
Strategists are less upbeat on fixed income assets, citing a backdrop of possible interest rate rises as part of central banks’ exit strategies.
So far, there are a number… more

INCREASED foreign direct investment (FDI) from developing economies into emerging markets will shape the political risk insurance industry (PRI), says the World Investment and Political Risk 2009 report released yesterday by the World Bank Group’s Multilateral Investment Guarantee Agency (MIGA).
This trend could mean that Singapore, from which many investments are made into the region’s emerging m… more

THIS year, for the first time, more than half of the world’s foreign investments will flow into emerging markets. Before, industrialised nations received most of the investments.
Asia in particular, the first continent to recover from the global financial crisis, is set to benefit. Despite the crisis, India and China will grow this year by more than 6 per cent and 8 per cent, respectively, while t… more