News
Back to homepage
Where To Invest In 2012
As some of the uncertainties surrounding the economy lift over the course of the year, attention is bound to turn back to the fundamentals of the private sector, says Katherine Nixon, chief investment officer for the Northeast region at Northern
Read More
BRIC Economies
The BRIC countries label refers to a select group of four large, developing countries (Brazil, Russia, India and China). The four BRIC countries are distinguished from a host of other promising emerging markets by their demographic and economic potential to
Read More
2012 CFI Top 100 Emerging Markets Companies’ Nominations
The 2011 CFI Top 100 Emerging Market Companies were compiled by using the nominations and the votes from CFI’s subscriber base and in addition by the judges on the editing board. The criteria included financial performance, such as sales and
Read More
Bank of America Merrill Lynch on Brazil: Detailing the Labor Market Slowdown
Labor markets are finally cooling down in Brazil, despite the better than expected unemployment rate for October released by the IBGE last week. We analyze different aspects of this deceleration, such as disparities among sectors and regions. We also explore
Read More
WEF India Summit: Finally, Something Worth Watching
There are downsides to arranging a panel at a conference like the World Economic Forum’s India Economic Summit with broadcast media as partners. This afternoon, a session on corruption started 40 minutes late as we waited for Kiran Bedi, anti-corruption
Read More
CFI Investment Outlook 2012
This year, CFI sees stronger growth in both GDP and company profits in the BRIC economies and the other emerging market economies than in the US, the Eurozone and Japan. The recession in the Eurozone will clearly put a damper
Read More
BRICS Countries Crystalize Spirit of Practical Cooperation at Delhi Summit
By Xinhua writers Liu Chen, Mao Xiaoxiao, Wu Qiang As the Fourth BRICS leaders meeting drew its curtain Thursday in the Indian national capital here, the leaders of the five BRICS countries issued the Delhi Declaration. Experts think that at
Read More
Credit Suisse: Reflation Rally?
Pricing in a recession, but not a financial crisis. Figure 1 highlights that Asia Pacific ex Japan price-to-book has now dropped to 1.52x, close to the 2001 recession level of 1.4x. We believe Asia is already pricing in a recession as
Read More
Singapore to Allow Domestic-Foreign Law Firm Mergers
Jessica Seah, The Asian Lawyer (15/02/12): Singapore’s Parliament has approved legislative changes that would clear the way for mergers between international and domestic firms. The island nation’s Ministry of Law had announced Tuesday that it had proposed amendments to Singapore’s Legal
Read More