Brazilian markets seem at risk of suffering from weak oil prices and political disillusionment.
Little-noticed developing economies are contributing nicely to global growth.
Global manufacturing seems to be picking up.
A new infographic puts the recent failed coup in Turkey in historical perspective.
Despite some political squabbles, India is making solid reform progress.
With political intrigue and a putrid economy, why are Brazilian stocks up in 2016?
The global economy is in better shape than most folks think.
The current spate of China fears are the same as the past ones.
A look at the various factors most pundits allege are behind this week’s volatility.
Rumors of the Fed’s impact on Emerging Markets are greatly exaggerated.
Investors are hot to trot for Argentina after Sunday’s election, but markets move most on the gap between reality and expectations, and the new President has a tough road ahead.
Political rhetoric on China doesn’t overlap much with reality.
Whether or not China’s 6.9% y/y Q3 growth estimate is artificially high, the country should still contribute just fine to global GDP.
Despite some widely reported weakness in China and elsewhere in Asia, global manufacturing remains in the black.
A roundup of unfiltered US corporate leaders’ comments on China from earnings conference calls in the last week.
The yuan’s depreciation doesn’t spell doom for the world.
Chinese GDP growth matched the official target in Q2, but some fear struggling mainland stocks will soon take an economic toll.
Domestic Chinese stocks’ wild ride should hold little risk for global investors.
Greece has a new anti-austerity government, but a disorderly euro exit is as unlikely as ever.
Is a missed growth target a troubling sign for the world’s second largest economy?
Four years in, Greece fears are still false—and false fears are bullish.
Some say the stronger dollar will cause big problems for Emerging Markets. Are they right?
China's long-awaited "through train" finally leaves the station Monday, giving foreign investors broader access to mainland stocks. Here are some things you should keep in mind if you're deciding whether to climb aboard.
What does China’s latest monetary policy move mean for investors?
Will China’s high debt lead to problems for the global economy?
China’s recent trade data sparked hard-landing fears among investors. But is fundamental weakness really to blame?
Fears of a Chinese hard landing have circulated for years—do recent data suggest they’re merited?
While the world focused on the Ukraine and other political happenings globally, free trade talks took a step back.
Did the Fed cause an Emerging Markets currency contagion?
China’s private manufacturing gauge contracted in January, but it wasn’t the only number that’s crunched recently.
Chinese GDP reaccelerated in Q3, providing more evidence of a faster-growing world economy.
QE seems an easy scapegoat for India’s rather crunchy liquidity—but we suspect the country’s weakness is more locally sourced.
China’s newly implemented free-trade zone will open Tuesday, but only time will tell whether it contributes to the country’s growth.
It’s widely held ending QE will have global repercussions—we agree! But in our view, taper contagion likely has more positive implications than many fear.
China’s new stimulus plan may not spark an era of gangbusters growth, but its ultimate implications could mean even better things for China.
Global stocks should look past China’s slowing growth rate.
China’s had a rough road lately, but the country’s financial growing pains and market wobbles appear unlikely to end the global bull market.
Chinese GDP slowed a bit in Q1, but the economy should still do fine overall in 2013.
In Hasbro’s Monopoly, players win by creating monopolies and driving others bankrupt—poor macroeconomic advice, in our view. Luckily, Mexico seems to agree.
From the US to Asia, a look at the latest developments in global energy markets.
North Korea staged its third nuclear test. Now what?
The World Bank’s 2013 “Doing Business” report shows how some nations have—and haven’t—improved competitiveness over the past year.
India’s government announced sensible economic reforms Friday. But it remains to be seen whether they’ll go into effect.
Chinese inflation notched a 29-month low in June, renewing hard-landing jitters—but officials’ pro-growth efforts should keep the economy afloat.
Slowing Chinese growth fears continue to surface. But recent actions show Chinese officials are seemingly acting to boost growth.
China has shown a historical tendency to goose growth during party transition years. Here’s a look at why that’s unlikely to be a mere coincidence.
A look at reasons to be bullish on China in 2012.
Chinese import growth decelerated and widely missed estimates Tuesday, yet Chinese equity markets showed little negative influence.
Brazil’s latest moves provide investors with an excellent reminder of the importance of thinking globally.
Amid steep market volatility, it’s important to recognize the widely discussed negatives but also to balance them against material economic positives to get a clearer view.
Understanding and separating the negatives from the positive realities can help guide your investing decisions.
There are many differences between the economies of China and the United States. But a cursory review of consumer behavior shows some striking similarities.
China is likely poised to avoid a hard landing and continue growing, but that doesn’t mean Chinese stocks are set to soar.
The world isn’t likely to get any less globalized, so shift your investment focus to global first and local second.
Fears of China’s fast economic growth—which continued in Q1—are misplaced
China reported a trade deficit in Q1 2011, but despite that, both Chinese imports and exports rose—a desirable overall increase in trade.
China recently revealed the blueprint of its economic policies and objectives for the next five years.
Neither the yuan—nor any other currency—will upstage dollar dominance anytime soon.
Unrest in Egypt continues, but don't overestimate its potential to impact global markets.
China increased interest rates again in its ongoing battle with rising inflation.
China's attempt to avoid overheating without imperiling growth is a timely reminder of the diversity of Emerging Markets countries.
|The latest data shows the Chinese government is still trying to find the right balance between growth and too-fast growth.|
|2010 looks to have ended on an economic up note.|
|China continued tightening economic policy Monday. But Chinese growth should continue even as other Emerging Markets increasingly realize their potential.|
|Amid continued strong economic growth and rising inflation, it's no surprise China is tightening economic policy—but choking growth doesn't appear to be on the agenda. |
|Little attention seems to be paid to expanding manufacturing activity globally—and that could be good news for investors.|
|Will Chinese price controls curb global growth?|
|It seems investors have taken note of Emerging Markets' current growth and growth prospects.|
|A new report shows China consumed more energy than the US last year. |
|The Long March is legendary in modern Chinese history—but perhaps the reference should now change to reference the ongoing journey of rapid economic development. |
|The IMF's latest outlook, while laced with pessimism, has plenty of good news.|
|China still desires US debt—despite the easing of the yuan-dollar peg.|
|Is the sky really falling, or are other forces playing a role in stocks' recent pullback?|
|While not a brand new story, rapid Emerging Markets growth is as current as ever.|
|Spain's credit was downgraded on Friday, but that shouldn't overshadow positive developments elsewhere, like US manufacturing. |
|Does an April uptick in Chinese inflation mean its explosive growth is unsustainable? Not just yet.|
|Recent US-dollar bond offerings by Russia and Greece illustrate the uneven nature of economic recovery. |
|China's growth prospects look good, but remember, investing in Emerging Markets can be more volatile than in developed countries. |
|Is all the fuss over China's currency policy warranted?|
|Russia's economic outlook may not look as red-hot as other Emerging Markets'.|
|The US and most Emerging Markets beating Q4 GDP expectations signals the global economy is alive and well. |
|It's easy to think the developed nations make the world go round—but don't discount the up-and-comers. |
|Emerging markets are leading the global economic recovery, but events in Venezuela show not all emerging markets are equal.|
|Emerging markets are fueling global growth, and China's surge bodes well for the world. |
|The future's never certain, but a double-dip recession seems unlikely. |
|China's aiming to further develop its futures exchanges—potentially opening a window to this important end market.|
|Materials and Emerging Markets are two equity categories likely to lead market recovery. Rare earths, a small subset of Materials, show us why.|
|Positive manufacturing readings across the globe are welcome signs.|
|The Chinese renminbi is starring in a new role: Trade settlement currency.|
|Unbeknownst to many investors, emerging market stocks have been on a tear recently.|
|Regardless of what was or not said, Premier Wen's speech reaffirmed the Chinese government's commitment to support economic growth. |
|Pressure is tightening on Western European banks as investors pull capital out of Eastern Europe. |
|Pipeline politics are leaving Eurasia and Europe in the cold. |
|What should investors be vigilant of now? Look abroad. |
|Don't fret inflation shock stories—global inflation remains benign.|
|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. |
|China's recently roaring returns have given way to a sharp correction—a lesson in the benefits of Emerging Markets diversification. |
|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. |
|Industrials are among the unsung heroes of today's global economy.|
|Don't let higher Materials prices spook you. The price trend in Materials isn't a symptom of inflation but of growing global demand.|
|Venezuela's Hugo Chavez is boasting of checkmating the US by cutting off oil trade, but his strategy is flawed from the start.|
|A burgeoning belief among investors that foreign countries are "propping up” US markets today is pure mythology. |
|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. |
|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.|
|Economics and free market efficiency are universal.|
|Even recent history suffers from rewrites.|
|We've written in the past about the positive structural forces at work in emerging markets.|
|As the New Year turned, Russia again showered its love upon one of its Eastern European neighbors.|
|The siren song of Chinese equities has proved too hard to resist.|
|Perma-bears lauded the seeming implosion of Emerging Markets stocks when the market correction began in the spring.|
|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.||
Get a weekly roundup of our market insights.Sign up for the MarketMinder email newsletter. Learn more.