Summary Risk premiums are improving in emerging markets while assets trade at bargain prices. Globalisation is pushing financial infrastructure development and creating more investable equity opportunities across emerging markets, resulting in more IPOs across the…
Tag: investing
It’s no secret that it has been a shaky year for emerging economies. The staple emerging economies of Brazil, China, and South Korea, have all posted largely underwhelming performance, with Turkey being no exception. Several…
Emerging Markets Di-worsification In the search for portfolio diversification many investors like to shift their exposure outside of their domestic market. Financial planners have always talked about how owning too much of your own employer’s…
When it comes to investing in capital markets institutional and retail (individual) investors usually have contrasting opinions. Institutional investors claim superiority in “beating the markets” by talking about their models, investment theses backed by complex…
The pharmaceutical industry in some ways can be seen as rather cyclical. New diseases are discovered, new cures are discovered, the cures are patented, the drugs are sold, the profits go up, the patents expire,…
Sure, there’s nothing like a crisp $ 100 bill, but at the end of the day it has to all go digital. The last couple of years have prompted lot’s of discussion about cryptocurrency used…
When developed markets become over-saturated many institutional investors turn their attention towards emerging markets. International exchanges host a myriad of companies that may seem completely alien to most investors, however the bulk of the regional business…
Overview The Moscow Stock Exchange (MOEX) has historically shown a propensity to fluctuate heavily while under pressure. Whether sanctions, inflation, or politics is concerned – the exchange and its traded assets tend to be very…
Tesla has a been a hot topic company over the last couple of years, praised for bringing revolutionary change to the automotive sector with their sleek cars, sexy marketing, and glorified CEO – Elon Musk….
Investors love to talk about 2017, the “bull market” of 2017, the “Trump Rally”, and any outsized returns accumulated in rise to the SP500’s last all-time high on January 26, 2018. However, as profitable as…