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20 - 26 February 2016

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From the CEO OF EMIS



You may have seen this week that a leading investment professional declared emerging markets to be the “trade of the decade”. Christopher Brightman of Research Affilliates LLC believes that emerging markets shares and bonds offer huge opportunity for long-term investors and that stocks are currently “exceptionally cheap”, a view shared by investors such as BlackRock and Goldman Sachs Asset Management.

This viewpoint is also largely reflected in our recently published Emerging Markets Investing: Stick or Twist report (free to download). We asked investment officers around the world if they thought that the usual response of selling off EM assets during developed market crises should be reassessed. More than two thirds thought that it should and 60% also believe that developed market risks are underpriced relative to risks in emerging markets.

If the views of the investment community are a good measure of the health of developing countries, then there are strong grounds for optimism. While some are still downbeat about emerging markets, there is a growing sense that a corner may have been turned with greater stability in China, oil prices bottoming out and possible delays in further US Fed rate rises.


Best wishes,

Guy Dunn
Chief Executive Officer

P.S. You may also be interested in an article I published recently on LinkedIn about the prospects for Latin America.

EMIS Insights and reports

Here are two of our own exclusive industry insights from EMIS' team of highly experienced, locally-based analysts. EMIS Insights deliver the most relevant industry news, data and research from over 25 sectors in 21 countries.


POLAND AGRICULTURE: HOW BOUT THEM APPLES?

Despite the Russian embargo impact on Poland's agriculture exports, exporters managed to bounce back and find new markets in 2015.




Read more


MEXICO AUTOMOTIVE: AT FULL THROTTLE

The expansion of Mexico's automotive complex has been mainly driven by robust export levels, in particular to the North American market.




Read more
 
Infographic of the week


SIPRI, a Swedish-based research institute has named India as the world’s largest importer of arms between 2011 - 2015. The institute takes five year cycles of statistics to even any variations from larger orders. These figures do not take into account small arms and is based on public reports from the media as well as specialist journals, government and industry reports.  




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Weekly News summary

Below are the most read articles in the past week on EMIS Perspectives, our daily blog of emerging market news and insights.

TURKMENISTAN SETS UP SECURITIES MARKET

The country’s finance ministry will issue bonds with up to 5-year maturity as an additional source of revenue for the 2016 state budget, local media reported.





Read more…
HK HOME PRICES MIGHT FACE A 25% DECLINE THIS YEAR

Analysts are predicting home prices to fall as much as 25% this year. And while developers have been trying to draw buyers with promotional items from iPhones to wine coupons.




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CHINA, HK TO BECOME TOP MARKETS FOR SMARTWATCHES

Global demand for smartwatches will most likely be driven by China and Hong Kong. Both may become “the world's largest smartwatch market by 2017.




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GAZPROM, YPFB EYE JOINT PROJECTS IN BOLIVIA

Russian top natural gas provider Gazprom and Bolivian state-run oil and gas company YPFB eye a number of joint energy projects in Bolivia.

 


Read more…
US COMPANIES WILL BE WELCOMED IN CUBA

Foreign Trade and Investment Minister in Cuba declared Cuba's relations with US companies will be the same as any other country.





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BRAZIL'S USIMINAS RECORDS WORST LOSS IN HISTORY

Brazilian steel producer Usinas Siderurgicas de Minas Gerais (Usiminas) reported losses in the fourth quarter of 2015 that were nine times higher.




Read more…
RUSSIA HOLDS ONE-FOURTH OF GLOBAL ARMS SALES

The Russian weapons manufacturing industry sold arms to 50 counties and its main buyer was India, with 39% of the total Russian exports of arms in the last five years.




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RUSSIAN VODKA EXPORTS DOWN 40% IN 2015

The demand for the symbolic Russian drink declined because the West’s attitude to Moscow worsened, research institute TSIFRRA said.





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RUSSIA TO POUR $26 BN IN AGRICULTURE IN 5 YEARS

Russia will provide more than 2 trillion rubles, or some $26 billion, in the next five years to support the development of the local agriculture sector.




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DUBAI’S REAL ESTATE SECTOR TO FACE SOME TOUGH TIMES

Arabtec, Dubai-based construction company, reported net loss of AED 2.35 billion (USD 640 million) as of end-2015, against profit of AED 214.6 million (USD 58.42 million).


Read more…

BANGLADESH AND IRAN STRENGTHEN TIES REPORT

In a recent meeting Iranian Foreign Minister and the new Bangladeshi Ambassador to Iran, reiterated their interest in furthering economic, political, and cultural cooperation.




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RUSSIA - SAUDI DEAL TO KEEP OIL PRICES ABOVE $30 LEVEL

Oil producing majors Russia and Saudi Arabia reached last week to freeze the oil production is expected to temporarily stabilize oil prices above the $30 per barrel level.




Read more…

About EMIS

EMIS operates in and reports on countries where high reward goes hand-in-hand with high risk. We bring you time-sensitive, hard-to-get, relevant news, research and analytical data, peer comparisons and more for over 120 emerging markets.

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