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...Examples from among the wide variety of companies attracting interest include: blue-chips such as real estate firm Vingroup and food and beverage heavyweight Vinamilk; jewellery company Phu Nhuan Jewelry...
...to 6.5% y-o-y in Q4 against our current estimate of 7.3% and to ~7.5% in Q1 (vs. 7.9% currently) due to a cash shortage in the first few months (India’s cash-to-GDP ratio is high at 12% compared to an EM...
...Plus: Stern on EM energy; hyperinflation in Caracas; art and diamonds in China; and RIP, the lat....
...The world’s wealthy come to New York to shop – from Louis Vuitton handbags and Gucci shoes to Tiffany jewelry. And oh – let’s not forget those gleaming office towers....
...Based on our discussions with fabricators and refiners, we believe that scrap supplies from the EMs have risen notably in the wake of higher prices....
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