The Chart Room

This article by Leslie Norton of Barron’s examines at the rise of the economies of Vietnam, Cambodia, Laos, Thailand and Myanmar – what Norton refers to as the “New China.” The article looks at how these countries are rapidly expanding their manufacturing industry and the pressure their development has put on the Chinese economy.

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The Shanghai-Hong Kong Stock Connect opened this week. This Bloomberg article looks at both the importance of this new exchange as well as Bloomberg’s role in its development.

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Dimitra DeFotis of Barron’s looks at current stock market performance in India as well as predictions about future returns.

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In his latest blog entry, Dr. Mark Mobius, executive chairman of Templeton Emerging Markets Group, offers his insight into the current volatility of the global marketplace. Using behavioral finance and traditional finance theory fundamentals, Mobius posits the benefits of holding fast to long-term investment goals in the face of a period of uncertainty.

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This recent report from Bloomberg gives a brief overview of the IMF’s economic forecast for Africa. In the wake of the raging Ebola epidemic and security concerns, the IMF has lessened its economic growth prediction in the sub-Saharan region.

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Matthews Asia has put together this insightful report which looks at the hot button issues regarding China as well as adding a historical perspective which is often overlooked by many investors. Topics include savings rate and debt, productivity and growth, banking and shadow banking, real estate and property as well as transparency and financial reform.

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After 150 years of British rule, Hong Kong was returned to China in 1997. Hong Kong (as well as Macau and Taiwan) has operated semi-autonomously under what’s known as “one China, two systems”, with the promise of fully democratic elections in 2017. Earlier this summer, China mandated that a committee from Beijing would select the candidates for the vote. This has sparked a large outcry of protest from demonstrators demanding fair and free elections. Andy Rothman of Matthews Asia addresses his observations on the concerns and opportunities in this article.

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FTSE, one of the major index providers has recently dropped Argentina from its Frontier Market index and reclassified Morocco from an Emerging Market to a Frontier Market. The decision to drop Argentina from the Frontier Markets index was prompted by their recent restrictions on foreign investors while in Morocco, liquidity issues have plagued the market, leading to the reclassification to Frontier Market.

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This recent article published by the New York Times explores the entrepreneurial spirit flourishing in Africa. This drive is spurring a surge in international business investment, which hopes to satisfy the demands of a growing middle class population. Yet the question remains, will this growth help to alleviate the poverty faced by many on the continent?
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Mark Mobius gives a brief history of Emerging Market investing (including his own personal experience and observations) in a recent blog post.
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