Emerging market PEs back at pre-crisis levels

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In the absence of much scope for a further increase in PEs, especially with interest rates in many developing countries bottoming out, emerging stock markets require sustained earnings growth to take prices to higher levels. This is no longer a “dart board” market and individual country selection has again become key. […]






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Stock markets: What is Mr Ritholtz doing now?

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In this post, Barry Ritholtz shares his outlook for stock markets. […]






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Taleb: Focus on specific trades in sell-off misguided

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Nassim Taleb, professor at New York University and author of “The Black Swan: The Impact of the Highly Improbable”, talks with Bloomberg’s Erik Schatzker about the May 6 stock market selloff and his investment strategy. Taleb also discusses the drivers for the financial crisis, the U.S. economy and the performance of Treasury Secretary Timothy Geithner and Federal Reserve Chairman Ben Bernanke. […]






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More economists predict delay in rate hike

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A new Wall Street Journal survey of economists shows the crisis in Europe is delaying expectations for interest-rate hikes in the U.S. Click through … […]






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Pitching the rand

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By Cees Bruggemans, Chief Economist FNB.

There is much clamouring for a weaker Rand.

Indeed, why stop at fair value (reckoned at 8.50:$) if you can get 9:$ or 10.50:$? Why not go straight to 15:$ and feel really rich (for a while, at least, until you want […]

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A typical European response to an atypical European problem

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“Longer term, none of the measures announced over the weekend tackle the fundamental issues of uncompetitive economies across the southern part of the Euro-zone,” said Victoria Marklew in this guest post. […]






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