In this week’s Business Monitor Podcast ‘role-reversal’ Terry Alexander, Head of Country Risk and Capital Markets at Business Monitor, interviews Mark Schaltuper, Head of Latin American Markets, on the investment outlook for Brazil in 2010. With much of the ‘Great Brazil Hype’ already priced in, Mark argues that the tide may be turning for Brazilian [Read more...]

 

 Standard Podcast [14:15m]
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The Zimbabwean Industrial Index could be one to watch over the next few months after returning about 50% in 2009. If we look at a chart of the performance last year, it is quite plain to see that the index was a bit of slave to politics. Each time there was a positive development the [Read more...]

The Ghana All-Share Index was the worst-performing stock market in Sub-Saharan Africa in 2009, but I believe that it could reverse its fortunes and be among the top performers in 2010. Having experienced a dramatic 48.0% fall in the first half of 2009, the market has found support around 5,200, and now appears to be [Read more...]

Emerging European financial markets were generally quiet over the holiday period, as was to be expected, though Turkish stocks chose to buck the trend in style. The benchmark ISE-100 equity index surged to a 12-month high on the final trading day of the year (December 31), ending 2009 at 52,825. The resulting strong monthly close, [Read more...]

On this week’s Business Monitor Podcast, we take a look back at 2009 to give our assessment on what has been an unprecedented year for capital markets and the global economy. Justin Patrie, Head of Europe Analysis, is joined by Terry Alexander, Head of Country Risk Analysis, and Yoel Sano, Head of Political Risk Analysis, [Read more...]

 

 Standard Podcast [15:45m]
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One stock market that has really underperformed global equity markets in recent months is Japan’s Nikkei index. While other developed markets have rallied by over 50.0% since the March lows, and some EMs by around 200%, the Nikkei has only recovered by around 35.0%.

The price action has turned lower and is starting to form a [Read more...]

In line with the view I have been promoting on Business Monitor Online, spot gold has continued to push higher in recent trading to hit a new high of US$1,095/oz at one point on Wednesday. I see potential for gold to head even higher in the short term as US dollar weakness, weaker equities, and [Read more...]