January 05, 2016

GEM Financials - Why Fed will tone down rate rhetoric and what to do with GEMs

January 05, 2016/ Haluk Akdogan

Strong dollar, weaker demand in emerging markets, shrinking repo balance sheets at U.S. institutions and excess capacity in China should force Fed tone down the rate hike rhetoric.

December 28, 2015

GEM Strategy - Emerging market fund flows: is there a silver lining?

December 28, 2015/ Haluk Akdogan

Outflows continue with some shuffling. We are not out of the woods by any stretch of imagination; and it is too early to say the worst is over. EM investors will be compelled to trade stocks.

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