The Chart Room

The Financial Times has run several articles in 2015 looking at Emerging Markets. This article published by James Kynge examines new ways companies are looking to define Emerging Markets.

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All indications point to the Fed raising the fed funds rate in December. This recent article published by Knowledge@Wharton examines what the impact of this strategy means to the markets. Topics considered include why the Fed is now ready to start hiking the rate, how they will continue with their strategy and how this could impact economic growth.

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In July, Knowledge@Wharton interviewed Jacques deLisle, Director of East Asian Studies at the University of Pennsylvania and Ann Lee, Adjunct Professor of Economics and Finance at NYU to discuss the downfall of China’s stock market. The interview explores the causes of the downturn, why previous fixes did not work and what the Chinese government currently has planned to alleviate the issue and stimulate growth.

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In a recent blog entry, Mark Mobius examines the downturn in the Chinese stock market. Since mid-June, the domestic stock market in China has seen a 30% decline. In this article, Mobius provides the reader with insight into the causes of the downturn as well as how his team plans on investing in the region going forward.

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The Organization for Economic Co-Operation and Development (OECD) has recently cut its growth predictions for the U.S. Economy to 2.0% in 2015 and 2.8% in 2016 (down from original forecasts of 3.1% in 2015 and 3.0% in 2016). The reason for this cut stems from numerous factors including a strong U.S. dollar and rough winter weather across much of the U.S.  This re-evaluation for the U.S., as well as the rest of the world, is explored in a current article published by the BBC.

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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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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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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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Nouriel Roubini is a professor at NYU’s Stern School of Business and Chairman of Roubini Global Economics. He has worked for the IMF, World Bank and the U.S. Federal Reserve. In this recent blog entry, Professor Roubini offers his insight into the ascent of the Chinese economy, the risks and rewards of investing in China as well as an explanation of its rise as a global economic and political power.

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