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Messages on the following theme Emerging Markets

The year of living dangerously

Wednesday 18 January 2012 | 0 Comments | Category: Market analysis
2012 promises a rough ride for investors. Much of the industrialised world is engaged in a deleveraging process which will take several years and have negative consequences on economic growth. As a result, the global economy is extremely fragile and it won’t take much to trigger a major crisis.

Do the recent stock market declines represent a buying opportunity?

Thursday 18 August 2011 | 2 Comments | Category: Market analysis
Equity markets have seen something of a nosedive since the end of July. Is this a buying opportunity?

Brazil: an economic success story

Friday 06 May 2011 | 0 Comments | Category: Market analysis
In the past few years Brazil has experienced undeniable economic success. In 2010, growth exceeded 7% and current analyst projections for this year place the figure at above 4%.

Update on our investment strategy

Friday 25 March 2011 | 2 Comments | Category: Market analysis
An update on our investment strategy in light of the recent events.

Investment strategy 2011 (fourth and last part)

Tuesday 15 March 2011 | 0 Comments | Category: Market analysis
Defensive sectors have significantly underperformed during the stock market recovery of the past two years. A number of factors are prompting me to think that this situation is coming to an end.

Investment strategy 2011 (second part)

Wednesday 16 February 2011 | 0 Comments | Category: Market analysis
The emerging markets are currently going through a challenging period. Since the start of the year, the MSCI Emerging Markets Index has lost 6% in local currency terms.

Some thoughts on currencies

Thursday 18 November 2010 | 0 Comments | Category: Market analysis
Forecasting short-term and medium-term currency developments is extremely tricky. Despite this, investors need to have an overall framework for managing their currency allocation.

Quantitative Easing (Part 2)

Monday 08 November 2010 | 1 Comments | Category: Market analysis
As was widely anticipated, the Federal Reserve has decided to resort to a new round of quantitative easing. “QE2”, announced on Monday, will take the form of buying around 75 billion dollars of government bonds per month from now to the end of June 2011.

Some alternatives to traditional fixed income investments

Tuesday 28 September 2010 | 0 Comments | Category: Market analysis

In light of low government bond yields (the 10-year German bond yield has fallen below 2.4%) and the contraction of the interest rate differential between  (investment grade) corporate and government bonds, investors need to get off the beaten track to get a higher regular income. Here are some suggestions:


Analysis of the situation in ten points

Monday 14 June 2010 | 0 Comments | Category: Market analysis
In the following I have tried to sum up in ten points my analysis of the economic and financial situation.

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Guy Wagner is chief economist at Banque de Luxembourg

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