Globalization- Measures of Hope parallel economic measures predicting relative outperformance of emerging markets over Western, American S&P 500 in long run The Economist points out that there are subjective, human factors which accompany my thesis that liquidity will flow to emerging markets, that volatility will continue particularly in emerging markets, and that emerging markets willContinue reading “Globalization- Measures of Hope parallel economic measures”
Tag Archives: India
BRIC Innovation
The Economist’s coverage of innovation in emerging markets suggests that innovative BRIC companies are sharing information between themselves – completely circumventing the economic systems of the Rich World. “Smoothly managed China is very different from chaotic India. Brazilians have a much higher standard of living than Indians. Plenty of emerging-market companies are flourishing without eitherContinue reading “BRIC Innovation”
Brazil needs to be more innovative
Brazil needs to be more innovative: The excellent Schumpeter column drives home the point that not all BRICs are equal. “Can their country become an innovator in its own right, or is its recent growth little more than a by-product of China’s appetite for commodities?” “Yet Brazil suffers from two huge blocks to growth: redContinue reading “Brazil needs to be more innovative”
Global M&A Market Set to Grow in 2011, Goldman’s Dibelius Says – Bloomberg
The global market for mergers and acquisitions may have “relatively strong” growth next year as corporate earnings recover, Goldman Sachs Group Inc.’s German head said. “We expect the global M&A transactions volume to grow 10 percent to 15 percent in the mid-term,” Alexander Dibelius, Goldman Sachs’s head of operations in Germany and Austria as well as RussiaContinue reading “Global M&A Market Set to Grow in 2011, Goldman’s Dibelius Says – Bloomberg”
Emerging Markets top Private Equity investment in 2010
Interest in investing private equity dollars in Latin America continue to grow. Brazil deals ranked among the top five largest investments this year. PE investment in Brazil increasing 53% in the first six months of 2010 over full year 2009 totals. Much of the $4.5 billion in emerging markets private equity investments in the firstContinue reading “Emerging Markets top Private Equity investment in 2010”
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