Tag Archives: EWW
UBS GEM Fund Flows: Easter surprise – a return to inflows
The rich get richer and the poor get poorer. I’m not sure not sure you can expect this to change anytime soon. Fund flows into EM last week broke a three week downtrend with new inflows.
Mexican telecom sector under scrutiny
America Movil (AMX, quote) and Grupo Televisa (TV, quote) both dropped in Wednesday trading as a result of new legislation designed to further liberalize the Mexican telecom sector. Is now the time to pick up America Movil at a discount?
Best performing emerging markets redux
Three weeks ago we published an analysis of the best performing stock markets utilizing data from the Financial Times Global Equities Macromap. The five best performing equity markets for the previous twelve months were emerging markets.
The best performing emerging markets
Utilizing the Financial Times Global Equity Macromap, the five best performing equity markets for the twelve month period ending 12/03/2012 were emerging markets.
Mexico could be the new China
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.
Is Mexico going over the Fiscal Cliff?
With little more than a week before the United States presidential election campaign concludes many of the US’s trading partners are anxious to learn of the country’s fate in light of the looming fiscal cliff. Three and a half years into a recovery from the greatest financial calamity since the great depression the more US co-dependent emerging markets are hanging by their fingers as well.
