emerging markets | The Property Chronicle

Currencies – King Dollar devastates emerging markets currencies

by Matein Khalid | Jul 24, 2018 | The Macro View

Gold has fallen to 1231 an ounce. The Chinese yuan has depreciated to 6.76 and triggered a Black Death in emerging market currencies. Copper has fallen 18% in the past month. Emerging market equities/debt markets are in free fall. The US Treasury debt yield curve has...

London Mithraeum: a Roman ruin re-imagined

by MOLA | Mar 23, 2018 | The Architect

The first new interpretation of a Roman ruin in London for nearly 20 years, London Mithraeum opened to the public in November 2017. The ruins of the mid-3rd century temple were discovered in September 1954 on a former WWII bomb site at the start of construction for a...

The end of easy money

by Matein Khalid | Nov 7, 2017 | The Macro View

2017 has been a wonderful year for major emerging markets, thanks to a 7% fall in the US Dollar Index, no hard landing in China, the end of recessions in Brazil and Russia, falls in inflation that enabled central bank easing and stimulated domestic demand, even a...

Ten macro reasons to buy Brazil shares

by Matein Khalid | Aug 7, 2017 | The Macro View

“Brazil is a country of tomorrow and always will be.” General Charles de Gaulle dissed Latin America’s largest economy with Gallic disdain. Quelle horreur! Yet I have been fascinated by the magical land of samba, carnival, Pele, Gisele, Roberto Carlos and the Bovespa...

Investing in megatrends in India

by Himanshu Khandelwal | Aug 4, 2017 | Investor's Notebook

Stock markets in India have been soaring as the economy enters a prolonged period of political and economic stability. At elevated valuations, near term returns seem uncertain but investors should focus on riding the megatrends. India’s per capita income has grown by...