Emerging markets: I think we can call this a crisis

Emerging market currencies continue to drop. The Indonesian rupiah sinks to its lowest level since 2009. The Indian rupee hits a new record low. The Turkish lira falls another 0.8% against the dollar. The Brazilian real drops to its lowest level since March 2009. Central bank actions haven’t been able to stem the decline

I need your Qs for my Q&A video this Friday

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...

Already big valuation gap between U.S. and emerging market equities likely to expand with any Fed taper

The tilt toward U.S. stocks and away from emerging market equities got even more extreme in July. Investors sent $32 billon to U.S. equity ETFs in July, the most since September 2008 while keeping withdrawals from emerging-market stock ETFs on a pace for the biggest annual outflow since 2000. This comes despite a huge valuation gap between U.S. and emerging market equities.

Third Ever Friday video with your Qs and my As

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...