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rffrydr
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 Posted: Wed May 23, 2012 6:46 am Post subject: |
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Losing the gold bid:
http://www.cnbc.com/id/47529659
Looks like they won't chase price...and when their currency is getting nailed that's exactly what you have to do.
| Quote: | | The MSCI World Index (MXWO) has fallen 7.7 percent since the start of May, set for worst monthly declines since September, while the measure tracking developing markets has fallen for nine straight weeks, the longest string of weekly losses since 1994. |
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rffrydr
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| Posted: Mon Apr 16, 2012 10:52 am Post subject: |
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To that point today, three letters: YPF
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rffrydr
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| Posted: Sun Apr 01, 2012 8:25 pm Post subject: |
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| rffrydr wrote: |
Yes, Markus, authority brings order which brings investment which americans are the last to realize. But absolute authority is also absolutely arbitrary--the bane of planning, of business iteself.
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--Jan, 08
Can't quote myself enough!
http://www.bloomberg.com/news/2012-03-18/india-seeking-to-tax-overseas-deals-will-limit-claims-to-6-years.html
Yes, Mr. FDI, that's retroactive to 1962--just so you know there are boundaries!
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rffrydr
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| Posted: Sat Mar 03, 2012 10:52 am Post subject: |
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| rffrydr wrote: |
Yes, Markus, authority brings order which brings investment which americans are the last to realize. But absolute authority is also absolutely arbitrary--the bane of planning, of business iteself.
I'd like to hear your contrasts of China/Russia. |
--Jan, 07 2008
Long been a theme of mine on developing country investment: have I been proven "right"?
http://www.bloomberg.com/news/2012-03-01/bric-investors-losing-as-state-companies-forgo-earnings-amid-slower-growth.html
And what's my biggest holding by far? GM preferred convertibles and warrants... 
Nothing is Obvious!
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rffrydr
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rffrydr
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| Posted: Tue Sep 27, 2011 5:54 am Post subject: |
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I wonder how they rank Taiwan in that 75% dependence on europe?
Good to see we now understand "decouplings." --BDI, irony of ironies, turned out to be the best "hedge."
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HenryTo
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| Posted: Mon Sep 26, 2011 10:59 pm Post subject: |
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Bridgewater on EM:
| Quote: | How Exposed is the Emerging Boom to the Global Financial System?
The seizing up of European financials is threatening the piping of the global financial system, and the associated squeezes are popping up in the emerging world. While the emerging world is a net capital exporter, its private sector has experienced a very significant credit boom that has been financed in large part through the global financial system. Since the last crisis, stronger banks in the developed world with access to easy liquidity but not many creditworthy borrowers at home have sought out lending opportunities in the emerging world. These flows at 5% of emerging world GDP have been the dominant source of new credit creation in the emerging world outside of China (where the domestic banking system is more significant and capital inflows more restricted). This push of capital enhanced the emerging world's boom, but now, problems in global financials, particularly in Europe, have clogged this pipe. About 75% of the cross-border financing of emerging credit comes through Europe (Euroland, UK, Switzerland), and this flow is at risk as European financials struggle to maintain liquidity. At the same time, cushions in most of the emerging world are significant - reserves are higher than when we went into the last crisis and access to official liquidity programs are, for the most part, more certain. On net, we suspect the disruption in the global financial system puts the emerging world's boom at significant risk in the short term. |
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rffrydr
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| Posted: Thu Aug 18, 2011 7:56 am Post subject: |
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Excerpt from the MS global growth bogyman this morning:
| Quote: | While this keeps EM GDP cruising above its 20-year trend rate of 5%, it
implies a significant further cooling of growth compared to last
year’s bonanza. |
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rffrydr
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| Posted: Mon Feb 28, 2011 6:23 pm Post subject: |
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I've owned Mexico; kicked myself for not having the resources for a Lula bet c. '93; I've been nosing around Africa for some time and you can't own GM without owning china et. al....but, holding nose, here comes my first real....ever.....EM buy.
http://www.bloomberg.com/news/2011-02-28/world-s-biggest-stock-losses-in-egypt-to-widen-as-bourse-opens-after-halt.html
Since my bearish tendencies on oil have been consistently wrong I still don't stand to loose too much for being right on the second go-round of the clock. The remittance story should continue--Saudi Arabia not notwithstanding.
Forgetting all else, egypt is civilized. And the one thing the G20 will agree on is that it will not fail. At this point it's just another in a long succession of army interests. That's a win. On the other hand if egypt "de-militarizes" and goes truly democratic it gets outright supported. There won't be alot of western companies that will take advantage here. But this could be a new twist for china. Do good and do buiness. And then there's the price. Let's see how many Funds don't want this on their books come quarter end. 
[edit] OMG O'Niell is on it:
http://www.cnbc.com/id/41795342
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rffrydr
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| Posted: Mon Feb 21, 2011 2:15 pm Post subject: |
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One of the biggest commitments to emerging economies was B. Eccelstone's mantra, go where the money is. Bahrain next week fellas, everybody ready?
http://www.bahrain-grand-prix.com/
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rffrydr
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rffrydr
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rffrydr
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rffrydr
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| Posted: Mon Jul 05, 2010 10:41 pm Post subject: |
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No rush:
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rffrydr
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