As Emerging Markets push near one year highs, we wanted to refresh our core views on markets, outlook and risks.
Despite all its challenges, including the media focus on drug cartels and border issues with the United States, Mexico has been on the rise. China, for many years a manufacturing and exporting powerhouse, has ceded some of its business to Mexico.
The state-owned, semi-privatized Telkom Indonesia (TLK, quote) is the largest telecommunications company in Indonesia, which is the world’s largest Muslim country, and the fourth most populous country in the world with nearly 240 million people. Here are five reasons why your Telkom Indonesia investment could pay off.
A recent article in Foreign Policy Magazine asked whether or not the BRICS nations are the future of the global economy. While the article acknowledges that they do in fact “matter” the implication for emerging market investors today is, as always, to properly set future expectations for returns from investments in these other emerging markets in the future.
Jim O’Neill of Goldman Sachs is well known as the man who coined the acronym BRIC. He has now created another acronym gaining traction thanks to a fund he launched last year: MIST, which stands for Mexico, Indonesia, South Korea and Turkey.