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Buy Hold Sell
Alternatives In Focus
Series
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Buy Hold Sell
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Success and More Interesting Stuff
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Categories
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developing economies
Latest news and analysis on developing economies
Macro
November 02, 2022 09:43
Chart of the Week - A small (monetary policy) pivot
Small Central Bank Interest Rate Decision Tracker: Back again onto one of my favorite charts — this one tracks monetary policy interest rate moves across the...
Callum Thomas
Topdown Charts
November 02, 2022 09:43
Macro
June 08, 2022 09:10
Chart of the Week - Clues from small central banks
Rate Hikes on the Frontier of the Global Economy: This is one of my favorite charts, and one that helped get us onto the right side of the global policy pivot that...
Callum Thomas
Topdown Charts
June 08, 2022 09:10
Equities
March 11, 2022 13:45
5 EM stocks trading at big discounts to their developed market counterparts
Emerging markets are cheap from a comparable valuation perspective. It cannot be disputed that equity valuation in developed markets is high relative to its own...
Dr Joseph Lai
Ox Capital
March 11, 2022 13:45
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Equities
March 07, 2022 06:45
An overlooked region that is set to explode
ASEAN (the Association of Southeast Asian Nations) is an attractive opportunity that is largely overlooked by global investors at the moment. In the second part of a...
Dr Joseph Lai
Ox Capital
March 07, 2022 06:45
Equities
March 01, 2022 09:47
Why you shouldn't be scared of investing in China
We believe the fundamentals are in place for emerging markets to outperform developed markets, writes Dr Joseph Lai of Ox Capital. In this wire, he discusses his...
Dr Joseph Lai
Ox Capital
March 01, 2022 09:47
Equities
January 17, 2022 14:28
Greed and fear
Emerging markets investing has always been risky, yet not investing in them is risky too. The Omicron outbreak, inflation and monetary tightening are shaking emerging...
Arian Neiron
VanEck
January 17, 2022 14:28
Equities
September 16, 2020 15:00
Neglected Asian markets begging for attention
In considering the Asian equity market, attention is automatically directed towards the continent's largest economy - China. And whilst China has attractive qualities,...
Bella Kidman
Livewire Markets
September 16, 2020 15:00
April 29, 2014 23:32
The developing economies are the laggards in helping to build the next commodity price cycle
John Robertson
PortfolioDirect
April 29, 2014 23:32
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Livewire Markets
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The US$115 billion question: Will Meta and Microsoft's huge spending on AI be worth it?
Hans Lee,
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