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Emerging Markets Banks #3. Closer look on China and India

Banks are mirrors of the economy. The typical Westerner bank is a borrower and the typical Asian a saver. Is it that simple? Should EM Banks take the globe or focus at home? This ‘The Economist” article brings an analysis comparing banks from China and India to western peers. Rambo in cuffs May 13th 2010Continue reading “Emerging Markets Banks #3. Closer look on China and India”

Emerging Markets Banks #2. Riding the rise of a credit culture?

Emerging markets banks have doubled since 2005. They are relevant in the industry profit and revenue wise. The rise of a credit culture might explain this trend. Nevertheless, these banks are still not quite known by the rich-world investors. Is this an opportunity for further growth? The bigger and bigger picture May 13th 2010 FromContinue reading “Emerging Markets Banks #2. Riding the rise of a credit culture?”

Current Status of BRICs

This article in The Economist was published at the same time as the 2nd meeting of the BRIC nations in Brasilia. The article raises an interesting question of how cohesive the BRIC nations are beyond the original economic categorization. The BRICs The trillion-dollar club Brazil, Russia, India and China matter individually. But does it makeContinue reading “Current Status of BRICs”

Will Tightening cause a multi-speed recovery?

This article raises an interesting question: If monetary tightening starts in the US, will the US stock market drop while emerging markets continue upwards in a “multi-speed” recovery? The outlook for the world economy Curb your enthusiasm Apr 22nd 2010 From The Economist print edition A welcome recovery—but an uneven one, with dangers both forContinue reading “Will Tightening cause a multi-speed recovery?”

What can investors take away from last week’s BRIC Summit?

Size matters. Brazil, Russia, India and China are the world’s four largest emerging economies, as together they represent 40 percent of the world’s population and 20% of the world’s GDP. “As their economies grow, so does their political clout.” If BRIC countries aim to be the voice of the developing world, it is inevitable thatContinue reading “What can investors take away from last week’s BRIC Summit?”