Mayhem in the Emerging Markets

Ben Le Brun

07-Jun-13 01:12

Ben Le Brun, market analyst at Options Express, Sydney talks about the recent selldown in emerging markets

- is it time to consider emerging markets equities and bonds after the selldown?

- not quite seen the bottom yet so can still wait

- currencies have been hard hit but this is not quite Asian Financial Crisis

- US QE has prevented emerging markets currencies from weakening

- perhaps catch-up time to strengthen exports

- bond investors may consider higher yield equity options but generally may have to see through the volatile period

- macro funds are taking a contrarian stance as they still believe in the long term structural benefits of EM

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:

Tags: em, emerging markets, stocks, equity, bonds, fixed income, currency

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Swiss Dream Circus founders Marco Baumgartner and Ismail Stork on preserving a timeless cultural experience, navigating massive operational hurdles, and keeping the magic of the circus alive in a digital age.

12:00 PM

Just For Kicks

(REPEAT) The pundits dissect how Newcastle’s tie with Liverpool is overshadowed by the growing drama around Alexander Isak’s likely exit and the turmoil it’s causing off the pitch.

1:00 PM

A Bit of Culture

(REPEAT) Kam Raslan, Matt Armitage and Dhanya Nair get together to talk about the democratisation of technology, deepfakes and musicians making comebacks!

2:00 PM

Ringgit & Sense

(REPEAT) Fazrul Farouk, licensed financial planner, I-Max Financial talks about the proposed monthly withdrawals from EPF for retirees.

2:30 PM

The Property Show

(REPEAT) Sulaiman Saheh of Rahim & Co International explains how the 13MP could reshape Malaysia’s housing, infrastructure, and sustainability.

3:00 PM

Best of The Bigger Picture

(REPEAT) Is it safe when kids turn to AI chatbots for conversations and companionship? We look at how parents can guide their children.

4:00 PM

Best of Evening Edition

(REPEAT) Who will be the next Dalai Lama, and why is it so political? With the Dalai Lama turning 90 this year, the search for his successor is on, with both Tibet and Beijing competing for dominance over the process. We speak to an expert about the role of the Dalai Lama amidst China and Tibet’s tumultuous history.

5:00 PM

BBC World Service

How did one person find a brilliant solution to help people who wash clothes by hand across the globe? Tune in to this episode of People Fixing The World to find out!

PROGRAMMES