It was the convergence of all of my favorite investment themes in one stock: a high - dividend sin stock
with emerging market growth and brand cachet!
Not exact matches
It could mean going into a Canadian equity
growth mandate, buying
emerging markets, or playing
with even riskier assets.
It was also the biggest
emerging market for pharmaceuticals
with growth tipped to reach $ 145 billion to $ 175 billion by 2022.
StarBev, he notes, is not generating the high sales
growth typically associated
with an
emerging -
market player, and that should be a concern for its new owner.
Today its truck and minivan sales in the U.S. are still growing, and
with expectations that revived world economic
growth is on the horizon, it is also poised to sell more cars and SUVs in
emerging markets such as China, says Oakmark's Bill Nygren.
A flow of money into the dollar often hurts assets in
emerging markets including the European Union's eastern economies even though integration
with the euro zone and fast
growth provides them
with some protection.
Some of that is for good reason — the eurozone's recovery is still extremely modest, China's
growth is slowing (along
with most other
emerging markets) and investors are uncertain over the ability of the halfway - recovered US and UK economies to sustain higher central bank interest rates.
The global economy is ending the year in a fragile state
with factory activity shrinking in China, euro zone business
growth remaining weak, and
emerging market giant Russia in a spiraling currency crisis.
«We'll be happy
with the 1 % to 2 %
growth in the developed North American
markets and maintain our presence there,» says Saputo, «but we're tapping into
emerging markets that are showing more
growth potential than the developed
markets.»
Most of the action has taken place on North American and European soil, but
with growth in the developed
markets slowing, they're now taking the fight to
emerging markets.
Growth was particularly strong in the closing half of 2017,
with upside surprises for advanced,
emerging -
market, and developing economies alike.
Longer term,
emerging markets are the drivers of global economic
growth and investors would do well to have some exposure, even if it comes
with higher volatility.
The WEO concludes «that there is now a 1 in 6 chance of global
growth falling below 2 percent, which would be consistent
with a recession in advanced economies, and low
growth in
emerging market and developing economies.»
Thus,
emerging economies
with large twin deficits and other macroeconomic fragilities may experience further downward pressure on their financial
markets and
growth rates.
Consumer staples industries can be significantly affected by competitive pricing particularly
with respect to the
growth of low - cost
emerging market production, government regulation, the performance of overall economy, interest rates, and consumer confidence.
First, most
emerging -
market economies were overheating in 2010 - 2011,
with growth above potential and inflation rising and exceeding targets.
Morgan Stanley analysts Wednesday issued a forecast for global miles driven rising to 32 trillion by 2030, up from 11 trillion currently,
with emerging markets a big driver of the
growth.
But many of the Brics, along
with some other
emerging economies, may hit a thick wall,
with growth and financial
markets taking a serious beating.
They will need to cope
with increasing drag from the advanced economies and moderating
growth in the
emerging markets, shifting risk preferences on the part of investors and a surge in inflation that has brought headline rates well above targets globally.
In the 19th Century England and the United States played these two roles,
with excess English savings pouring into the United States to fund
growth in history's most successful
emerging market, and while the British ran persistent trade surpluses, and the US ran persistent trade deficits, both countries got richer.
A visionary strategist and storyteller, her expertise includes
growth strategy,
marketing and strategic partnerships
with a keen lens on building globally - resonant brands in
emerging markets.
The bottom line: Medical DeviceCo needed to cut costs faster and deeper than planned without jeopardizing quality,
with the goal of using savings to fund
growth opportunities in
emerging markets and through acquisitions.
Alone, it doesn't make a lot of sense, but combine it
with these: (1) sales in the craft segment are slowing, and distinctive winners and losers are
emerging; (2) large, independent brands not committed to deep cost - cutting are suffering, while corporate - owned craft brands are selling briskly; (3) small craft beer producers are still posting big
growth gains; but (4) legacy mass
market brands are collapsing; finally (5) mass
market Mexican imports are killing it, especially (yay!)
As I noted,
with continued
growth in
emerging markets, their populations are becoming increasingly urbanized.
For example, we've been working
with a senior - level champion within HP who saw the value of reshaping the company's strategy around an
emerging growth market.
Emerging markets are driving this
growth: China, in particular, is the world's largest consumer of meat,
with protein consumption expected to grow 3 — 4 % a year thanks to a rising middle class.
A Business Leader in HR
with a strong track record in transforming businesses towards a progressive
growth path and delivering results in dynamic and competitive
emerging Asian
markets by combining strong business insights
with people insights, Paul has a bold HR vision.
With buoyant financial
markets and a long - awaited cyclical recovery in manufacturing and trade underway, world
growth is projected to rise — especially for developing, or
emerging market (EM), economies (FIGURE 3).
With increasing youth populations, rapid economic
growth and a rising middle class,
emerging markets (EM) hold considerable potential for investment opportunities.
His investment approach, as applied to funds such as Hussman Strategic
Growth (HSGFX), is to «align our investment position
with the prevailing
Market Climate and shift that position when sufficient evidence of a Climate shift
emerges.»
While China's rate of
growth is slowing, China along
with India, Indonesia and many other
emerging markets may continue to outgrow the United States and other industrialized countries for the foreseeable future.
I think we have all waited
with baited breath for a long time to see the resiliency of the
emerging market economies — as Michael discussed — and it's been heartening to see that play out through real economic
growth.
Survey reveals organizations
with the highest
growth rates typically invest heavily in account - based
marketing, cold calling, training, and
emerging technologies
Citi is also looking to service the cash management needs of Africa's
emerging national champions, particularly telecom companies
with tremendous revenue
growth that are looking to replicate the business practices of the bank's developed
market customers.
By diversifying the stock portion of your portfolio
with U.S., developed, and
emerging market funds, you'll ensure that you profit from the
growth and development of the entire world
markets.
In short, developed
markets are more stable albeit
with lower
growth prospects than the
emerging markets.
Concerns of slowing
growth in
emerging markets has allowed us to add what we believe is yet another well - run, dominant company
with solid secular trends at an attractive price.
With such dominance in a specific
market, CL is positioned to benefit from
emerging market growth for several years to come.
With concerns about a
growth slowdown, a strong U.S. dollar, and the plunge in oil prices continuing to linger, some investors have remained cautious about allocating their exposure to
emerging markets.
Second, while
growth has been disappointing in both developed and
emerging markets, financial
markets remain hopeful that better economic data will
emerge in the second half of 2013 and 2014, especially in the US and Japan,
with the UK and the eurozone bottoming out and most
emerging markets returning to form.
This
growth has a lot to do
with Canadian affiliate sales in
emerging markets, which nearly tripled in between 1999 and 2012.
The year started
with an abundance of negative «macro noise,» including continued structural issues in Europe, slowed
growth in the
emerging markets, and a questionable reform plan in Japan.
The re-assuring signs about China's economic
growth, along
with the absence of protectionist measures so far from the Trump administration, have helped create a better backdrop for many
emerging markets in recent months.
The uncertainties associated
with the U.S. election, BreXit, slowing
growth in China and in the
emerging economies, uncertainty and volatility in international financial
markets, all suggest that the downside risks to the global economy are still high.
Indeed,
with developed
markets accounting for 60 % of
emerging -
market exports, as real import
growth accelerates in the former, exports are on the rebound for the latter.
The eighth sure thing was that,
with non-U.S. developed
market and
emerging market economies generally growing at a slower pace than the U.S. economy (and
with many
emerging markets hurt by weak commodity prices, slower
growth in China's economy, the Fed tightening monetary policy and a rising dollar), international developed
market stocks would underperform U.S. stocks in 2017.
On top of the existing internal problems of «lowflation,» shorthand for ultra-low inflation, weak demand and anemic credit
growth, the deterioration in the external backdrop over much of 2014 — rising geopolitical tensions
with Russia, and the slowdown of the Chinese economy and many other
emerging markets — has made a rapid return to meaningful
growth across the eurozone unlikely, in our view, despite some positive signs, including the stabilization of many peripheral economies and the boost in competitiveness from the weaker euro.
The Asian crisis that sent the
Emerging Countries into a tailspin and collapsing stock
markets over the 1997 - 99 period may have been due to a liquidity shortage as the US deficit pushed towards closer balance starting in 1993 and reaching an apex in 1996
with world output (excluding US) for three years between 1994 and 1997 was 3 %, but as the US fiscal stimulus from our trade deficits declined over those years, and without alternatives to replace the extra liquidity, raw material prices
growth collapsed and world output slowed dramatically from 3 % to 1 %, and 2 % in the following year.
This report has been created to provide its readers
with up - to - date information and analysis to uncover
emerging opportunities of
growth within the CPG
market.
«Smaller packs that will enable simple consumer affordability in populous growing
emerging markets with India set to lead global
growth for packaging in 2017.