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This is a post by Edward Hugh, who also blogs at Global Economy Matters.
Global manufacturing activity continued to expand in February, albeit at a slightly weaker pace than in January. At 55.2, down slightly from 56.1 in January, the JPMorgan Global Manufacturing PMI posted its second highest reading in almost four years. The average reading [...]

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The following is a post by Marc Chandler, head of Brown Brother Harriman’s Currency Strategy Team. For more of BBH’s currency views, visit the website here.
On our site please find our Weekly EMView, a one page table of driving forces and capital market trends for the EM currencies in the week ahead.
EM FX remains vulnerable [...]

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The following link goes to an hour-long video from the Russia Forum 2010 featuring famed investors and market watchers Hugh Hendry and Nassim Nicholas Taleb. Marc Faber was the moderator. The session is “Investments: Where is the Money in 2010 – What are the Risks?" from the second-day of the three day forum.
 

 
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Session Video [...]

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Given the fact that I have just finished writing two articles on Wien’s predictions for 2010, I thought it relevant to look back at the last three years of Wien’s surprises to just before the housing crisis.  I posted the 2009 predictions last year. The post is here.  Wien calls these events that he gives [...]

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The following is a re-print of the latest monthly newsletter from Niels Jensen of Absolute Return Partners, published with the express permission of the author. Visit www.arpllp.com to learn more about Absolute Return Partners.  You can reach the firm  by email at info@arpllp.com.
The Absolute Return Letter, October 2009
A Country for Old Men and a Bit [...]

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Mark Mobius is one of the most famous Emerging Markets investors and right now he is bullish on Emerging Markets despite a huge rally in shares from late last year. Mobius turned bullish right as shares troughed and has remained so ever since.
Mobius likes the so-called ‘Frontier’ Markets more than the well established BRICs.  [...]

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This comes via der Standard, an Austrian daily.  My translation below:
The international financial crisis has hit eastern Europe harder than previously expected, according to a press report. At least ten states are negotiating with the International Monetary Fund (IMF) for billion-dollar aid programs, Handelsblatt learned from within the IMF community. The applications’ status will be [...]

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During Alan Greenspan’s tenure at the helm of the Federal Reserve, he was often accused of using monetary policy to target asset markets so as to keep the party going.  In short, Alan Greenspan was seen by many, including myself, as the bubble blower-in-chief. All of this came to an end with the very hard [...]

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Marc Faber participated in a roundtable discussion on CNBC this morning about the dreadful figures coming out of Europe (see articles here and here).
At one point, the German CNBC correspondent made a very good comment about Eastern Europe getting killed by a falloff in internal demand due to a severe banking crisis and this being [...]

For a moment forget that Mark Mobius is talking his own book. He suggests in the video below that we are in the early stages of a new bull market for emerging markets. He does not suggest that it will be off to the races from the word go, however. Mobius thinks we are base-building right now.