The Chart Room

Peter Marber, Head of Emerging Market Investments at Loomis, Sayles & Co., provides his insight on emerging market economies in this latest article published by the Financial Times. Marber looks at the socio-economic progress of countries world-wide between 2003 and 2013 to understand the impact of globalization on the emerging markets.

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Rajeshmi Naidu-Ghelani, writing for the BBC, explores the development of the Asean region. He explains that the Association of South East Asian Nations, soon to be the Aesean Economic Community, is expected to grow by 5%. By comparison, the European Union is predicted to grow only 2%.

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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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Is water a social good or an economic commodity? Or both? In her interview with Junaid Kamal Ahmad, Head of the World Bank’s Water Global Practice Group, Kaitlin Ugolik writing for Institutional Investor explores topics that concern the world’s water supply. How are countries learning from each other? How is water priced? How can governments ensure access to and the security of the water supply?

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What will drive African development? This question was discussed at the most recent Davos meeting. Growth in infrastructure will be a key component to this development.  In particular, expanding and strengthening its power supply will be crucial and is presenting exciting opportunities. Mark Mobius explores the current African electricity infrastructure and the various companies developing solutions in the region.

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The drastic drop in the price of oil has been making news headlines of late. Whether this is good or bad for the global economy is the topic of much debate. Chris Giles of the Financial Times looks closely at the effect of lower oil prices on the world economy as well as the economic impact this will present on specific oil-producing nations.

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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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In words and pictures, Daniel Berehulak of the New York Times captures the unfolding story of the Ebola epidemic in Liberia.

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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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The past 18 months have been rewarding to investors with allocations to the Frontier Markets. The Wall Street Journal has put together an in-depth look at the recent market performance.
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