| ||||||||||||||||||||||||||||||||||||||||||||||
By Kevin Lings The Global Emerging Markets Strategist from Morgan Stanley in London has provided us with updated data on the latest (as of April 22) benchmark weights for the MSCI Emerging Market countries as well as the weight of South Africa in the average dedicated Emerging Market Fund. As […]
Hat tip: Barry Ritholtz’s The Big Picture
Did you enjoy this posting? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
The last week was characterized by investors increasingly taking the view that the worst of the credit crisis was over. They seemed to be shrugging off further substantiation of the dreadful state of the US housing situation, as they digested the latest round of quarterly earnings reports. Read all about this in my regular weekly blog post, highlighting some thought-provoking news items and quotes from market commentators during the past week. […]
It has become an international pastime to try to figure out where in the stock market cycle we are. Let’s try a new approach: I am going to rely on your collective wisdom and ask you to express your opinion on the direction of the stock market. All you need to do is to think about this for a short while and then provide your answers by clicking the appropriate button on two quick polls. […]
By Cees Bruggemans This is turning out to be a trying month for most emerging markets. With relative low per capita incomes, their inflation baskets are heavily weighted with food and oil costs. This has made emerging-market inflation rise much faster than developed-country inflation in response to rapidly […]
It’s Earnings, Stupid! Or so it seemed during the past week as the stock market took its cue from a host of better-than-feared earnings reports, propelling the S&P 500 Index 4.3% higher – a bigger gain than for the entire 2007. And what a swift turnaround it was after the market got “GE’d” and was in sackcloth and ashes by the close of the previous week! Read all about this in my regular weekly blog post, highlighting some thought-provoking news items and quotes from market commentators during the past week. […] | ||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2021 Investment Postcards from Cape Town - All Rights Reserved |
Recent Comments