Fri Mar 12, 2010 16:09 GMT |
With Libyan leader Muammar al Qadhafi stepping up his anti-Western rhetoric, there are growing fears that what Mark Mobius recently called ‘the ideal frontier market’ is turning its back on the reformist experiment it has been pursuing for the last few years. Mark Schaltuper speaks to Liz Martins, Head of Middle East and North Africa… [Read more]
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Tags: business environment, diplomatic crisis, energy, frontier market, IOC, Libya, NOC, oil, Qadhafi
Posted in: Africa, General, Middle East, Podcast, Political Risk
Tue Jun 16, 2009 18:10 GMT |
Further to my musings on whether ‘decoupling’ is fact or fiction, I’d like to briefly point out two of the curiosities of the current global equity rally. The first curiosity is how out of touch the rally seems to be with the fundamentals. My overall view is that this rally is simply a correction in… [Read more]
Tags: bear market, BELEX, decoupling, frontier market, global equities, IGRA, Peru, rally, Serbia, stock market, Vietnam
Posted in: Asia, Emerging Europe, Equities, Financials, General, Latin America, US