China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
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Emerging Market Equity Funds - Separating the Truly Active From the Closet Trackers.
In this report, we challenge the idea that all GEM funds should be measured and compared on an equal footing. We put a framework around the idea of...
162 Views
BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
403 Views
EM Relative Strength Screen & Chart Book
Our Emerging Market Screen & Chart Book helps pinpoint leading stocks, weeding out lagging and stagnating trends. This is performed through a...
422 Views
EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
419 Views