Sandler O'Neill: - In light blue [in reference to chart above] we see the episodic role of foreign purchases, driven
heavily by emerging markets» swelling reserves as trade and current account surpluses exploded until 2006, followed by industrial market buying to escape several phases of the euro crisis.
Not exact matches
Specifically, a recent analysis
by Graham Secker, MS & Co.'s European equity strategist, found that recent disappointments in European corporate profits are a function of at least three important factors that may be reversing: idiosyncratic issues related to
heavily skewed index exposure to financials and commodity - linked industries; weak operating profit leverage linked to declining
emerging market sales; and less aggressive use of buybacks, tax optimization and non-operating cost reductions versus U.S. peers.
Sure, you may be able to tweak returns around the edges
by investing more
heavily in stocks or tilting your portfolio more toward small caps or
emerging markets.
Economies in
Emerging Markets generally are
heavily dependent upon international trade and, accordingly, have been and may continue to be affected adversely
by trade barriers, exchange controls, managed adjustments in relative currency values and other protectionist measures imposed or negotiated
by the countries with which they trade.