So far, emerging markets investors have shrugged off protests in the Ukraine and Thailand, but they do so at their own peril.
By Cyrus Sanati
FORTUNE -- The eruption of popular protests in Thailand and Ukraine over the weekend shouldn't be taken so lightly by emerging markets investors. The two seemingly unrelated disturbances both revolve around deep-seated and unresolved political issues, which have been simmering for years. Should either of them MOREDec 10, 2013 11:58 AM ET
The U.S. is transparent but overpriced. What's an individual investor to do?
By Geoff Colvin, senior editor-at-large
FORTUNE -- In a global investment bazaar, where's the best place to invest right now?
Depends on who you are, as three recent responses to that question make clear.
I asked David Rubenstein, co-founder and co-CEO of the giant Carlyle Group (CG) private equity firm (assets under management: $180 billion), where he's looking to buy companies MORENov 26, 2013 8:00 AM ET
Multinational corporations from advanced countries still dominate the Fortune Global 500 list, but that will soon change.
By Pankaj Ghemawat
FORTUNE -- Despite rapid growth in developing economies over the past decade, advanced economies continue to dominate lists of the world's largest corporations, providing 75% of the companies on this year's Fortune Global 500 list, and fully 91% if one excludes state-owned firms. Now emerging economy growth MOREOct 18, 2013 11:37 AM ET
Top finance executives debate about what the U.S. should do about slowing emerging markets.
By Tory Newmyer, writer
FORTUNE -- There's no debating this: Buzzy emerging markets have lost some of their zip. The question for both American government and business is why -- and what to do about it.
The explanations unsurprisingly are manifold. In a panel discussion at Fortune's Most Powerful Women's summit (subtitled "The Hype is Over -- Now MOREOct 16, 2013 11:28 AM ET
Citigroup stands to lose the most business, but no bank is immune.
FORTUNE -- Here's yet another risk the Federal Reserve might want to consider as it exits its bond buying program: Could the growing rout in emerging markets create a financial crisis back home?
Rising interest rates in the U.S., sparked by indications that the Fed may slow its bond buying, have translated into a summer of pain for emerging markets. MOREStephen Gandel, senior editor - Sep 3, 2013 5:00 AM ET
A top strategist at Morgan Stanley sees more bearish times for BRICs and a little bit of hope in Europe.
FORTUNE -- In recent weeks, emerging markets, long seen as the darlings of the global economy, have tumbled. Cash is flowing out, pushing down the values of stocks, bonds, and currencies in India, Indonesia, and elsewhere. Brazil's problems have been well documented and are boiling over. China's long guaranteed growth MOREStephen Gandel, senior editor - Aug 22, 2013 9:00 AM ET
All of the market dislocations -- Treasuries, commodities, etc. -- were percolating underneath the surface well before this frenzy.
By Keith McCullough, Hedgeye
FORTUNE -- What an epic 48 hours it has been. Just. Total. Chaos.
We are officially going over the waterfall now. Boats are in midair. People are hanging on trees. Everybody is scrambling, trying to explain what they missed. Trying to make sense out of it all. Hat tip to MOREJun 21, 2013 10:00 AM ET
As some prices overshoot in the downward direction, as they inevitably do, investors will come across opportunities that they previously could only hope for.
By Mohamed A. El-Erian
FORTUNE -- Liquidity shocks, like the one currently cascading through global financial markets, are unpleasant, and frustrating. They can be indiscriminate in their impact, as is the case today. They are hard to explain rationally and, as such, can become incapacitating. Yet, they MOREJun 12, 2013 5:00 AM ET
Here are five techniques smart companies are using to narrow their focus and adjust their global market strategies.
By Pankaj Ghemawat
FORTUNE -- Should the truly global company aim to compete in all major markets? 64% of the respondents to a survey I ran before the financial crisis agreed with this dubious proposition. Some companies still cling to this view of globality-as-ubiquity. Think of General Motors (GM) hanging on (so far) to MOREMar 25, 2013 11:01 AM ET
Goldman's Jim O'Neill, the man who coined the BRIC acronym, believes Chinese stocks are primed for a big 2013.
FORTUNE -- Ask most investors for their list of concerns for 2013, and China is on it. Jim O'Neill is an exception -- and it's not much of an exaggeration to say he has staked his career on that country's success. Back in 2001, when most of us were still dazed by MOREStephen Gandel, senior editor - Jan 8, 2013 5:00 AM ET
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