Posts on Twitter:

Emerging market growth is driving urbanisation, with new cities being built to fill the demand. Euromonitor forecasts that developing countries will contribute 70% of global real GDP growth in the period to 2030.




Een andere mogelijkheid om in China te beleggen is via het brede spectrum van waarvan nu China onderdeel is. Leigh Inne, Portfolio specialist , gaf tijdens de Alpha Research kennislunch op 4 juli j.l. een uitleg




Vietnam rewards the patient investor: Vietnam Holding Limited +94% over the last five years according to the FT




can offer the best opportunities to grow. Our dedicated team is on hand to help you maximise your competitive advantage. View this to find out more:




| Index providers have not adjusted to the tectonic shifts in , implying need to rethink the way they view the asset class. Read our investment committee's op-ed via










EXCITING NEWS: This transaction empowers millions of while opening up global capital markets for the high-impact sector in . Great to achieve AT !










investors becoming more positive about investment opportunities in ? Find out why:







‘s begins today! Join THE conversation with leaders on all things in . This evening, we debate if the energy will make billions of millionaires. We look forward to welcoming you!



















The 1957 film "3:10 to Yuma" is a cult classic in Cuba. That may be one reason why Americans are called "Yumas" in local slang. Read more about the pulse of this island economy in "This is Cuba" | | |






Posts on Tumblr:

instagram

Raw & Uncut 👣🐲 🤜🏾💥🤛🏼 Discipline. ✅ Dedication. 💯 Determination. 🥊 Enjoy these preludes of 60 seconds of my bro, 2 time #worldchampion Kumite Fighting @emilio_mammadov & me with some excerpts of our #shooting for the“Creator Collabs” series for Underarmour as – next to #BloodSweatRespect - we’re always looking to have some fun and laugh.. hard as well. ✅
The campaigns are all about celebrating grit, ambition and the willingness to be the hardest-working person in the room
Credit: Emilio Mammadov, Under Armour . Campaign: Will Finds A Way #AbovetheNoise #cosanostra #WillFindsAWay #epicweek #BloodSweatRespect #IronParadise #brandactivation #campaign #emergingmarkets #russia #moscow #azerbaijan #baku #miami #PerspectiveDrivesPerformance #UnlikeAny #breakingdownbarriers #motivated #athletes

Made with Instagram
Where We Are in the Emerging Market and Big Dollar Cycle

I know everyone likes EM. I know it has had a great run the last 18 months. I know the Fed is reducing its balance sheet.

But consider this:

1.       EM had a prolonged bear market, and large allocators are always slow to get back in after a cyclical bear. Expressing bullishness and acting on it can be very separate things.

2.       The EM cyclical bull is on—albeit much in the same muddle-thru way we saw in the advanced economies. Expect ‘slower for longer’. It was a global credit boom, and we are experiencing a global, asynchronous, muddle-thru recovery.

3.       This is not your father’s Emerging Markets. It’s well past time to give up on the generational blowup he bought his beach house with.

4.       Other major central banks are far earlier in their monetary tightening cycles than the Fed is—and the Fed (and markets) have just penciled in a lower terminal federal funds rate—again.

5.       This is very bearish the dollar—ergo bullish EM. Moreover, the other factor holding back EM bullishness has been the fear of what higher US rates might do to the asset class. This fear too has lessened considerably.

6.       Others have been unwilling to chase and have been ‘waiting for a pullback’. Well, we just had one and it was so shallow and fleeting (common at the beginning of bull cycle) that few got the chance to wet their beaks. And, to quote from the Trader’s Bible: “They’re panicking out there right now, I can feel it”.

7.       EM indices all over the world are breaking out to new highs (pick one).

8.       The dollar (to my eye) seems to have made a blow off top in the wake of the US election (red circle). Lots of scope for depreciation.

9.       Long term EM currency charts suggest massive room for further appreciation. Here are a couple from our backyard (they also have tons of carry):

10.   European rates are now rising faster than US rates. If this really is the moment where markets recognize that Fed normalization is closer to its end and ECB normalization is just starting, this is likely to persist. 

If the above is at all correct, this is a very, very bullish set up for EM—despite the EM bull being 18 months in. And, if you know how this game works, you realize how hard and counter-intuitive that is to say. And it also means that the pain for those who have missed the EM train is only going to increase.

Standard & Poor’s downgraded Ecuador’s credit rating to B- from B, citing the country’s “large financing needs and limited financing alternatives in the domestic market.” The ratings firm presented a relatively bleak picture of Ecuador’s finances, flagging rising government debt, weak institutions and a lack of monetary flexibility.

What S&P failed to see is the potential of this tiny South American nation that currently stands as the beacon in regards to the fight against corruption. Ecuador is building a world-class higher-education system, designed with a global understanding of how the world truly functions.

Now is the time to invest, as an investment today would be equal to the return the Dutch scored when they bought Manhattan for beads.

instagram

Savage. 🎵 🎶🎉 Distressed properties. How to make them work. Doors open. #Playground. Everything’s better on the dance floor! #new #energy #concrete #jungle #club #wicked #hospitality #16acre site of # steel and # concrete #global #bridges #brands #brandstrategy #Dancebeats #dj #monarchcapital #creative #growthdrivers #emergingmarkets #bonnovanderputten #property #rebuild #redevelopment #feathersevents #dancemusic #urban #trap #trapcity #crowd #crowdcontrol

Made with Instagram
instagram

Go, You GO🦉🎄😎 Shape 2017 #amazongo 📍🍱 Retail in Transition 🌍 ✈️ .
Delivering #personalization from #ecommerce to #in-store 🌍 ✈️ #NoLines #Nocheckouts #Technology #Innovation #global #retail #formats #stores #onlineshopping #brickandmortar #operations #brandstrategy #brandactivation #creative #growthdrivers #differentiator #hypermarkets #restructuring #monarchcapital #emergingmarkets #food #foodservice #bonnovanderputten #shoppingmall #supermarkets #popupstores

Made with Instagram
instagram

Never waste a crisis. Every door can be unlocked. Crisis in Chinese: 危机 = danger + opportunity. VC Firm navigating uncharted course to success; feeling lucky every day to work with such a team. http://www.nytimes.com/2016/11/15/business/dealbook/venture-capital-firm-navigates-uncharted-course-to-success.html?rref=collection%2Fspotlightcollection%2Fdealbook-special-section&action=click&contentCollection=dealbook&region=stream&module=stream_unit&version=latest&contentPlacement=1&pgtype=collection&_r=0
#startup #seed #venturecapital #IPO #Footsie #retail #retailers #growth #markets #london #food #online #tech #technology #entrepreneur # #monarchcapital #emergingmarkets #bonnovanderputten #icon #brands #bigbox #planetretail

Made with Instagram
Watch on edwingdangelo.tumblr.com

STYLE LAB: #workflow more looks from the runway @rdfwoficial #DRFW #DominicanRepublicFashionWeek #SS17 #collection
#ootd #style #fashion #highfashion #womenswear #menswear #runway #show #style #catwalk #international #fashionista #megashow #celebritystudded #branding #emergingmarkets #expandinghorizons #LatinAmericaistheanswer #lifeofthebrand #lifestyle #lifeisarunway🚶

Made with Instagram
Brazil. What Does Impeachment Mean For Investors?

It looks very much as though Brazil is about to impeach Dilma. In a country with a system of governance as deeply flawed as Brazil’s, it would be too much to expect that whoever comes next will simply flip a good governance switch. Yes, Brazil has had the occasional bout of good governance, as it did in the under Fernando Henrique Cardoso, but to old EM hands and Brasileiros this seems to have been the exception to the rule.

However, without getting into the weeds, there are two reasons why it would be wrong to assume things will automatically get worse. One, traumatic change tends to breed honeymoon periods. Hard to imagine there wouldn’t be a sense of relief—at least in the short term. Two, Brazil’s next leader is unlike to be the next FHC, but he or she will have degrees of freedom to jettison policies that didn’t work—including ones that even Dilma no longer liked but couldn’t afford politically to change. In short, a kitchen-sink-under-the-bus dynamic will provide political cover for a decent amount of low hanging policy fruit. And given the starting point of post five brutal years, the fruit tree is heavy, and deeply negative investor sentiment is ripe to be wrong footed.

This simple, behavioral take suggests to me that Dilma’s impeachment will mostly likely be a modest net positive—especially in the short term—with an option on a larger net positive if Brazil gets lucky with its next leader/governing coalition and/or investor sentiment in emerging markets starts to turn. 

  • The long-term opportunities in the healthcare sector in Indonesia following the introduction of the compulsory national health insurance scheme last year.
  • The rise in the purchase of private health insurance across the region.  
  • The growth of the pharmaceutical sector in the Philippines and Indonesia.
  • The prospects for manufacturers of medical equipment and private hospital companies.
Made with SoundCloud
Week 8 - The Washing Machine that Ate My Sari

I really like this article; it’s easy to read with interesting examples and clear structure. Several topics are brought up in this article: the segmentation of the wealth pyramid, culture context, affordability, infrastructure and research methods in emerging markets.

Affordability is a really interesting topic to talk about. Setting the price range and deciding on product spec are difficult and tricky. I think that as a brand coming from “developed countries”, the brand itself brings trust and value to the product. But it does’t mean that you can set the price too high because local people may not get the equivalent added value comparing to other options they have. Neither can you set the price too low because it would just bring down the brand value and affect the perception of the brand itself. A good pricing strategy requires a lot of research and evaluations. Setting the price looks like a “marketing thing”, but I think that as a UX person, we should also pay attention to this aspect because knowing the purchase habits allows us to understand the social context of the market we are designing for.

Ultimately, no matter if you are a designer, a researcher or anyone who’s interested in developing products for emerging markets, it’s important to learn from the experience as what the authors mentioned at the end of the article:

Learning from their mistakes will unquestionably help designers usher in a new era in design, unlearning what they have been doing for decades and learning to design new solutions for new users in new markets across a changing globe.

Here’s What Fund Managers Think of Emerging Markets Right Now

There’s a lot of talk about an impending crash throughout emerging markets. 

The ETF, $EEM, is already down about 11% this year. China, Russia, and most of South America are frequently in turmoil.

And so that is why this chart is so interesting to see. Take a look at this comment and then chart from Callum Thomas:

youtube

What is Market Atlas? Check out this short video to learn more.