Strategy

June 30, 2015

MidLincoln Emerging Markets Chart Art

Mining for Emerging Markets  Ideas

One reason why China capital flow is in the outflow mode, is that quota for SWF seeking yuan exposure is much less then demand. (Source: Bloomberg, I	Chart shows that Indian investment case is not as clear cut as it looks on the headline growth number. We also think that initial frenzy has with	Greece is one of the top spenders on defence among NATO members and it has posted one of the biggest increases
Russian hawks destabilise in Armenia? Inter Rao, a company which owns all electricity assets in Armenia, and is linked to Russian siloviki circles,	This chart recalls on SA PE multiple and bonds spreads in the times of apartheid and sanctions. PE especially very much looks like Russia now (comes f	Grisis is worst then Great Depression in terms of days. Some, like (AEI�s Desmond Lachman) argue that all sorts of austerities is to blame. That desp
The World Bank has slashed its 2015 growth outlook for the global economy to 2.8%, citing tough economic conditions in emerging markets, which were an	China stock market is down 12% this week. Surely there was an excellent run so far this year, but also things are not at all smooth give the steel bil

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One reason why China capital flow is in the outflow mode, is that quota for SWF seeking yuan exposure is much less then demand. (Source: Bloomberg, I

One reason why China capital flow is in the outflow mode, is that quota for SWF seeking yuan exposure is much less then demand. (Source: Bloomberg, Invesco)

Source:MidLincoln

Chart shows that Indian investment case is not as clear cut as it looks on the headline growth number. We also think that initial frenzy has with

Chart shows that Indian investment case is not as clear cut as it looks on the headline growth number. We also think that initial frenzy has with stocks is done. Now companies need to report real profits to bring earnings numbers and earnings re GDP to meaningful levels. On the other hand it may be that investment is picking up and companies are tempted to take investment spend out of net income - which is a bad practice. Chart which comes from firstpost.com and gentleman named Vivek Kaul

Source:MidLincoln

Greece is one of the top spenders on defence among NATO members and it has posted one of the biggest increases

Greece is one of the top spenders on defence among NATO members and it has posted one of the biggest increases

Source:MidLincoln

Russian hawks destabilise in Armenia? Inter Rao, a company which owns all electricity assets in Armenia, and is linked to Russian siloviki circles,

Russian hawks destabilise in Armenia? Inter Rao, a company which owns all electricity assets in Armenia, and is linked to Russian siloviki circles, is behind electricity tariff rises in one of the poorest former Soviet countries

Source:MidLincoln

This chart recalls on SA PE multiple and bonds spreads in the times of apartheid and sanctions. PE especially very much looks like Russia now (comes f

This chart recalls on SA PE multiple and bonds spreads in the times of apartheid and sanctions. PE especially very much looks like Russia now (comes from the Ecomonist). While Bond spreads also expectedly widened< though the move in bonds was not as bad.

Source:MidLincoln

Grisis is worst then Great Depression in terms of days. Some, like (AEI�s Desmond Lachman) argue that all sorts of austerities is to blame. That desp

Grisis is worst then Great Depression in terms of days. Some, like (AEI�s Desmond Lachman) argue that all sorts of austerities is to blame. That despite the austerity within a Euro straitjacket public debt to GDP ratio has risen to 180 percent.

Source:MidLincoln

The World Bank has slashed its 2015 growth outlook for the global economy to 2.8%, citing tough economic conditions in emerging markets, which were an

The World Bank has slashed its 2015 growth outlook for the global economy to 2.8%, citing tough economic conditions in emerging markets, which were an engine for global growth. Developing countries are now projected to grow by 4.4% in 2015, down from the previous projection of 4.8%. The challenges faced by these economies include impending rise in US interest rates that could reduce capital flows and increase borrowing costs, according to the bank. (Source: World Bank, International Business Times, ibtimes.co.uk)

Source:MidLincoln

China stock market is down 12% this week. Surely there was an excellent run so far this year, but also things are not at all smooth give the steel bil

China stock market is down 12% this week. Surely there was an excellent run so far this year, but also things are not at all smooth give the steel billet price of c. US$100$/ton. This chart shows when China sneezes who is likely to catch cold first. Importance of exports to China grew dramatically in some commodity exporting countries: ie. Australia, Brazil and Russia are likely to suffer. Chart source: BusinessInsider.com

Source:MidLincoln