Tag Archives: EPHE

Emerging market currencies are NOT expensive

I just got back from a week in the islands and tried to escape the chorus of emerging market bears.   It’s been a nasty week and emerging markets has been near the top of the loser board, but the reach of journalists and voices of marginal observers of emerging markets found its way to me on a quiet beach in the Caribbean.  

Analysis Bonds BRICs Currencies Tim Seymour

Wednesday’s best web

Wednesday’s best web covers Brazilian aid and influence in Africa, new mining laws in the Philippines, rare earth mining in China, surging global food prices, and Chinese secrets getting out.

Asia Brazil China Food Mining