Ben Bland, Indonesia correspondent, explains one of the world’s most complicated elections as the country prepares to elect both chambers of its legislature and a new president.
The worst is over for emerging markets, says George Hoguet, global investment strategist at State Street Global Advisors. He explains why to FT emerging markets editor James Kynge, and considers whether defaults in China will lead to a financial crisis.
Russian equities are cheap for good reason, says John-Paul Smith, global emerging markets strategist at Deutsche Bank. He tells John Authers that poor state control is behind the underperformance of EMs.
It is time to be in emerging markets because the periphery is where the power is. In the second part of an interview with John Authers, Jerome Booth, author of ‘Emerging Markets in an Upside Down World’, explains how investment strategies must change.
Fundamentally we don’t know what’s going on, says Jerome Booth, author of ‘Emerging Markets in an Upside Down World’, because of problems with economic theory. In the first of a two-part video, he tells John Authers why greater risk is in the developed world rather than emerging markets.
The International Monetary Fund is looking at sovereign debt restructuring, worried that it is bailing out private creditors. Gabriel Sterne, an economist at Exotix, explains to Fast FT deputy editor Robin Wigglesworth why the proposal for automatic bail-ins would not be wise.
The number of students taking management courses has rocketed in India. But for many students, the real reason for studying for an MBA isn’t to get a job, but to make themselves look more eligible in the marriage market. The FT’s Avantika Chilkoti looks at the link between MBAs and marriage. Continue reading »
There is chaos on the streets of Ukraine and the bargain-hunters are circling. James Mackintosh says there may be money to be made, but there are few signs of serious panic among investors. Continue reading »
There are two Latin Americas: one dynamic, the other sluggish. John Paul Rathbone, FT Latin America editor, explains to emerging markets editor James Kynge the reasons for this divergence and which grouping would be most attractive to investors.
Ukraine correspondent Roman Olearchyk reports from Kiev on the violence and deaths in the capital, and examines how Russia, Europe and the country’s oligarchs are reacting to the events.
The FT’s Ben Marino travels to Hebei province to visit a rural community that is opening online shops selling Inner Mongolian cashmere to fashion-conscious internet shoppers across China.
Contagion is a concern in emerging markets, as the currency sell-off spreads to countries with current account surpluses, such as Hungary. Nicholas Spiro, managing director of Spiro Sovereign Strategy, discusses the risks with John Authers.
Demonstrators in Bangkok blocked some polling stations in the Thai capital and continued to insist that they would ignore the results of the vote, but in spite of their protests, voting went ahead across the country. Michael Peel reports.
It’s a risky time to be investing in emerging markets. John Authers looks for opportunities and finds that emerging market exporters and frontier markets might be underpriced.
Currency markets like rate rises. But half-hearted central bankers, or those without political support, can easily be overwhelmed by currency traders. James Mackintosh, investment editor, explains why India has succeeded where Turkey and South Africa have failed.