Posts on Twitter:

Real Assets - Real Returns - Real Estate




Stonestep is insuring the emerging consumers: not business as usual, but definitely possible. With a multi-currency, multi-language and multi-calendar core platform, insurance is no longer luxury.







Nálada a vyhlídky spotřebitelů v rozvíjejících se ekonomikách: (stále) na špici




Strength in U.S. Dollar Index might be the driving force behind local currency depreciation (other than domestic factors).



Retweet Retweeted Like Liked
Show this thread

deki yukselis (yatay bandin yukari yonde kirilma ihtimali) global olcekte USD endeksinin yukselmesine bagli olabilir. USD tum para birimlerine karsi deger kazanmaya devam ediyor.



Retweet Retweeted Like Liked
Show this thread

De nieuwe e-Asset biedt volop inspiratie voor . Opkomende markten zullen aan kracht winnen. Ook van de elektrische auto kunnen beleggers profiteren. En wat zal met het gebeuren door alle -perikelen? Lees 'm hier:







Is there any difference in seed in the last Argentine wheat season? Yes, the first taxes changes, the second the tech package of by . Click here: 




, is one of the biggest companies, the company says that its nanotech give them a clear advantage, now they are expanding in , click here to know more:




Le 17 avril, était invité sur dans . L’occasion de faire le point sur les pays émergents et leur apport à la croissance mondiale.










Tack 🙏 på förhand för att ni fixar fondportföljanalysen. Som ni ser kategoriseras som ”övrig”.







Speaking to officers from d & Judicial Services at d Himachal Judicial Academy, Shimla on , d fastest growing crime in d world & d issues surrounding , another scourge of modern economies, specially the .



Retweet Retweeted Like Liked
Show this thread










The latest IMF World Economic Outlook confirms that the difference in economic growth rates between and developed markets is expected to continue to widen over the next 5 years. Learn more:



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
  • 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
youtube

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