David Larrabee, CFA, rounds up the most interesting reads for equity investors from the last couple weeks. Read more
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Continued central bank accommodation and a growing consensus that global economic conditions may be improving have combined to push equity indices higher at the start of the year. As we enter the heart of earnings season, investors will undoubtedly be looking for confirmation from the corporate sector. Time will tell if the recent rush of enthusiasm on the part of investors will be rewarded. Read more
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Although certain passages of this book are specific to South Africa’s economy and markets, it has broad applicability beyond that country’s borders. A true renaissance man, author Franco Busetti renders the arcana of markets and modern portfolio theory accessible to both the novice investor and the experienced practitioner. Read more
3 CommentsNkosana Moyo shares some of the longer term political–economic developments taking place in Africa and explains why he believes the perception of risks in Africa is worse than reality. Read more
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The founder and executive chairman of the Mandela Institute for Development Studies (MINDS) believes perceived risks of investing in Africa are higher than the actual risks and that attractive investment opportunities can arise from the ‘negatives’ associated with Africa. Read more
Leave a CommentMichael O’Sullivan, head of portfolio strategy and thematic research at Credit Suisse, shares seven ideas to spur economic progress in the Middle East and North Africa region. Read more
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Top posts from last month included articles on JPMorgan Chase’s $2 billion loss, recent 13F filings, and the opportunities in frontier markets. Read more
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Economist David Hale told delegates at the 65th CFA Institute Annual Conference that steady increases in exports and capital spending, combined with favorable demographics, will allow emerging market countries to continue to grow their economies at rates superior to those … Read more
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Frontier markets are often thought of as inhospitable investing outposts where corruption abounds and investors face outsized risks. Notwithstanding, the safety and integrity of frontier markets has greatly improved over the past decade, and their growing popularity with professional investors is testament to the fact that the risk-adjusted returns offered by frontier markets are indeed attractive. Read more
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