Emerging markets update 2014

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How are the emerging markets shaping up in 2014 and where should you put your money...

How are the emerging markets shaping up in 2014 and where should you put your money...

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  • 1. EMERGING MARKETS UPDATE April 2014 By Prayukth K V Figures culled from various data sources as of April 2014
  • 2. THE STORY SO FAR…
  • 3. MARKET DATA
  • 4. KEY HIGHLIGHTS  Several emerging market central banks lowered interest rates during March, 2014  During March, the MSCI Emerging Markets index gained 2.92%.  The US dollar appreciated against most currencies.  Markets of Colombia and Turkey stood out for their strong gains during the month.  Country specific factors continue to influence emerging market nations  Markets in Egypt and Russia among worst performers  Latin American markets did well in March. MSCI indices for Mexico and Brazil rose by 5.52% and 10.73%, respectively in US dollar terms.
  • 5. KEY HIGHLIGHTS  This year, general elections in South Africa, Brazil and India, and presidential elections in Indonesia and Turkey mean that these nations may face some instability, potentially creating sharp currency depreciations in a similar fashion to that suffered by the Thai baht following the end of last year’s protests.  Political events, like India’s 2009 polls which led to a 15 % jump in the stock market on the day of the election results could prove to be an attractive buying opportunity for those willing to bet on emerging economies
  • 6. STATUS OF FTAS
  • 7. Markets are beginning to differentiate among emerging countries based on their sensitivity to global liquidity conditions. The intrinsic elements of the financing structure and the growth profile of each economy will drive emerging economies’ risk premiums in 2014.
  • 8. AND FINALLY Source: Deloitte
  • 9. HAPPY INVESTING! Prayukth K V