The Chart Room

In his blog, Investment Adventures in Emerging Markets, Mark Mobius explores the development of emerging and frontier markets and their investment potential. In particular, he examines the economies of China, Japan, South Africa, Vietnam, Myanmar and Cuba.

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Though there are many indicators that the U.S. economy is improving, many companies are still not making significant capital investments. Agib Aslam, Daniel Leigh and Seok Gil Park writing for the IMF blog iMFdirect explore this topic. Weak sales during the recession forced many businesses to scale back their spending. The authors explain that rejuvenating capital spending will take policy efforts and why this growth is important.

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Extremely low interest rates are a global, long-term trend. In his blog entry for the Brookings Institution, former U.S. Federal Reserve Chairman, Ben Bernanke, explores what truly influences interest rates. Is it Fed policies or a wide array of other economic factors?

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According to this recent blog entry written by Patricia Oey for Seeking Alpha, India based fund performance is up an average of 6% YTD. Business reforms and lower oil prices are contributing factors of the growth in the Indian economy (the IMF estimates a 6.4% growth rate for 2015). In examining the Indian marketplace, Oey looks at active and passive India equity funds.

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A rising US dollar has many benefits to the domestic economy (for example, purchasing imports has become a lot cheaper). However, a strengthening US dollar could be detrimental to some emerging economies. Writing for the New York Times’ The Upshot, Neil Irwin looks at the impact of a strong dollar on the global money supply and what it means for business owners in emerging markets who have taken on debt in US dollars to run their business.

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Nobel Laureate, Paul Krugman, explores the impact of a strong dollar on the US economy in a recent editorial published in the Irish Times. He explains that a strong dollar could have a negative effect on the current manufacturing revival in the US and potentially widen the trade deficit.

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Greece has been given 4 month’s pause to consider its future, but will it work? Writing for the Wall Street Journal’s Money Beat, Alen Mattich explores the tensions surrounding the Greek bailout and current negotiations.

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Just how financially savvy are we as a global society? A recent study examining financial literacy conducted by Olivia Mitchell and Annamaria Lusardi was highlighted by Knowledge@Wharton. Their findings may be surprising to some and highlight the importance of financial education.

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Nigel Chalk and Jarkko Turunen of the International Monetary Fund’s (IMF) Western Hemisphere Department explore the dramatic drop in US Treasury bond yields. On the IMF’s blog iMFdirect, Chalk and Turunen delve into the current state of the US economy to explain the behavior of the bond yields. Is it because of a strong dollar? Investor flight to safety?

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Eddie Chow, Senior Executive Vice President and Managing Direction of the Templeton Emerging Markets Group, is a recent guest contributor on Mark Mobius’ blog Investment Adventures in Emerging Markets.  In his article, Chow reflects upon the Chinese New Year and what it means for the Chinese economy. He considers several topics including the Shanghai-Hong Kong Connect Program and the government’s efforts to curb corruption.

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