Global market jitters in recent weeks have forced my colleagues and I to put some of our key emerging market (EM) equity views under the microscope. One such market is India’s Sensex. Despite still holding a broadly sanguine outlook for the economy – endorsed by the strong Q3 2010 8.9% y-o-y GDP figure published on… [Read more]
In this week’s podcast Mark Schaltuper (Head of Latin America Analysis) and Terry Alexander (Head of Country Risk and Financial Markets) discuss the return of risk appetite to global markets. Assessing recent moves and a stronger-than-expected bounce in developed markets’ equities, we explore potential opportunities and the implications for emerging markets.
Now that Sri Lanka’s civil war is over and the Tamil Tigers’ leaders have been eliminated, President Percy Mahinda Rajapaksa will have to turn his attention to winning the peace. This may actually be harder than winning the war. For a start, the government will need to reintegrate the Tamil minority – of which more… [Read more]
