Commodity currencies: The deflation factor
Commodity currencies: How can they withstand the deflation that spot prices in core commodities are enduring?
Tag Archives: EZA
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.
South African rand falling fast
The South African rand is now at 45-month lows with a hard sharp move in ZAR in the last hour, which is now -1.25%. Local bonds are being sold off hard.
Warming up to South African retail
The hottest sector for three years in South Africa — retail — has been taken out and beaten in 2013. Beaten hard! We highlight this because it is worth doing some work and making a call as the market has had a large move.
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.
South Africa opportunities
Emerging markets have been one the best places for market participants to find investment opportunities in equities, especially in the retail and banking sectors. In particular in South Africa (EZA, quote), firms in these industries have historically been bullet proof; however, recently, shares in these firms have been adversely affected by social unrest in the country.
Monday’s best web
Monday’s best web covers the largest global banks, hiring trends among India IT firms, the consequences of the Lonmin mine massacre, BP’s designs to join TANAP, and Indonesia’s plans to close its budget deficit.
Tuesday’s best web
Tuesday’s best web covers Caterpillar’s optimistic China outlook, mobile banking in South Africa, high demand for timber in South East Asia, the blueprint for India to become a superpower, and how an economy can avoid the “middle-income trap.”
