Financial Commentary, Financial Analysis, and Stock Commentary

EMERGING MARKETS

Global Inflation Conflagration
6/16/2008 By MarketMinder editorial staff
Don’t fret inflation shock stories—global inflation remains benign.

Oh! You Pretty Things
5/5/2008 By MarketMinder editorial staff
China is gearing up for her Olympic coming out party, but a labor shortage in India tells us more about China’s real economic prospects.

A Seemingly Cruel Mistress
4/24/2008 By MarketMinder editorial staff
China’s recently roaring returns have given way to a sharp correction—a lesson in the benefits of Emerging Markets diversification.

Bare Necessities…Big Opportunities
4/22/2008 By MarketMinder editorial staff

We forget how good we’ve got it—the goods we consider bare necessities are seeing booming demand in developing regions. That makes for great investing opportunities abroad.

The Industrials Evolution
4/4/2008 By MarketMinder editorial staff

Industrials are among the unsung heroes of today’s global economy.

It’s a Materials World
3/13/2008 By MarketMinder editorial staff

Don’t let higher Materials prices spook you. The price trend in Materials isn’t a symptom of inflation but of growing global demand.

Hugo’s Gambit
2/11/2008 By MarketMinder editorial staff

Venezuela’s Hugo Chavez is boasting of checkmating the US by cutting off oil trade, but his strategy is flawed from the start.

Propped Up
12/20/2007 By MarketMinder editorial staff
A burgeoning belief among investors that foreign countries are “propping up” US markets today is pure mythology.

China's Fabulous Moolah
11/5/2007 By MarketMinder editorial staff
China’s historic bull market run-up probably has further to climb, but investors should use extreme caution before making a foray into Chinese equities.

Chinese Inflation
9/24/2007 By MarketMinder editorial staff

China’s inflation rate is soaring. While that’s unlikely to derail China’s economy in the near term or infect the global economy with higher prices, the problem underscores a still fragile and developing nation fraught with peril for investors.

Triangulation Reformation
4/30/2007 By MarketMinder editorial staff
Economics and free market efficiency are universal.

Comrade Yeltsin
4/25/2007 By MarketMinder editorial staff
Even recent history suffers from rewrites.

A Different Kind of Debt
2/28/2007 By MarketMinder editorial staff
We’ve written in the past about the positive structural forces at work in emerging markets.

From Russia With Love
1/5/2007 By MarketMinder editorial staff
As the New Year turned, Russia again showered its love upon one of its Eastern European neighbors.

Caveat Emptor
11/1/2006 By MarketMinder editorial staff
The siren song of Chinese equities has proved too hard to resist.

Re-Emerging Emerging Markets
10/6/2006 By MarketMinder editorial staff
Perma-bears lauded the seeming implosion of Emerging Markets stocks when the market correction began in the spring.

Emerging Market Contagion?
9/27/2006 By MarketMinder editorial staff
If you read the newspaper in the past several weeks, you would think emerging economies were on the brink of imploding: a coup in Thailand, an assassination of a central banker in Russia, a budget fiasco and rioting in Hungary and a political maverick in Mexico declaring his own government after losing an election fair and square.