Category Archives: Emerging Markets

Brazil: Effects of Global Recession and Future Prospects

In recent postings, I have commented on the difference between the growth prospects of developed and emerging market economies. I have noted the remarkable recovery in Latin American stock markets relative to the rest of the world. Over the next … Continue reading

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Argentina: Effects of Global Recession and Future Prospects

In recent postings, I have commented on the difference between the growth prospects of developed and emerging market economies. I have also noted the remarkable recovery in Latin American stock markets relative to the rest of the world. I am … Continue reading

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Chile: Effects of Global Recession and Future Prospects

In recent postings, I have commented on the difference between the growth prospects of developed and emerging market economies. I have also noted the remarkable recovery in Latin American stock markets relative to the rest of the world. Over the … Continue reading

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Afghanistan What Should Be Done?

Foreign policy discussions have not been a feature here. But I did spend 2.5 years working for the IMF and another 20 working as an economic consultant in developing countries. In all, I have worked in 45 countries and consequently … Continue reading

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Investment Strategies III – Specific Suggestions

Introduction In earlier investment postings, I argued against using asset allocation techniques as a mechanism for diversification – all allocation categories have fallen 40% or more in the current market collapse. I also warned about staying on the sidelines too … Continue reading

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Investment Strategies II – The Dollar and Corporate Profits

In my first investment article (http://www.morssglobalfinance.com/investing-during-the-global-recession-and-beyond/), I argued that asset allocation strategies make no sense: don’t by a mix of hi-cap, low-cap, aggressive, etc. I also warned that you should not be late in getting back into equities since much … Continue reading

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