MARKETS
Emerging Opportunities
Resources
The “Emerging Opportunities” series is running in the FT throughout August and will examine, in detail, a number of emerging market countries and their investment stories.
Long View
Structured debt
As pressure continues on banks to start lending again, the drag of structured securities cannot be ignored, says Aline Van Duyn
Our correspondents from around the globe will tell you what trades are popular in Mexico and Brazil, among the darlings of emerging market investing. They will examine the trends in Hungary and Turkey, two common destinations for investors looking at emerging Europe. And they will look at the prospects for India and South Korea, which are competing for attention alongside China.
Thailand: Risk of contagion downplayed
When Thailand’s military seized power and riots turned violent in Hungary this week it served as a reminder of the often unexpected risks that go hand in hand with investing in the emerging markets. But for now, the events had a limited knock-on effect on the rest of the emerging markets.
Brazil lags behind other BRICs
When Goldman Sachs coined the term BRICs for Brazil, Russia, India and China in 2001, it did so to call attention to the four countries’ potential for fast and sustained growth. But investors are concerned over Brazil’s 1.2 per cent growth rate.
Market Insight: Zimbabwe’s stock market surges
It is an unusual relationship, but an enduring one in Zimbabwe: so far in 2006, a year in which economic growth is expected to fall 4.7 per cent, the main stock exchange index has risen elevenfold.
Related content and features
India
Mumbai basks in relative luxury
The colour of money has been restored to Mumbai’s stock markets, where indices have jumped back after a rinsing earlier this year. Banking and retail stocks are among the best performers in the current rally with domestic institutional investors being the main source of buying.
Argentina
Robust peso brings peace of mind
Amid turbulence earlier this year, Argentina was spared a rout thanks to an economy protected by budget and current account surpluses, an undervalued currency, increasing foreign exchange reserves and reduced financing needs.
South Korea
Still inviting despite recent blows
Investors on the hunt for emerging market opportunities should take a close look at South Korean stocks, which were badly hit during the turmoil earlier in the year but could be set for a strong rebound.
