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Global Investment Strategy with Emerging Markets Focus

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Midlincoln Research/Midlincoln Analytics/www.midlincoln.com 

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Press mentions highlights

Rosja drży przed unijnymi sankcjami gospodarczymi
Od dziś wchodzą w życie pierwsze sankcje Unii Europejskiej, wymierzone w całe sektory rosyjskiej gospodarki. Unia zdecydowała się na ten krok, by powstrzymać Moskwę od wspierania prorosyjskich rebeliantów na Ukrainie.
MSCI Launched ex-Russia Indexes. Signaled it will remove VTB (probably its largerst client in Russia)
Как отметил стратег Midlincoln Research Ованес Оганесян, это стандартная процедура при корпоративном действии, однако санкции могут сделать ее не совсем обычной. Кроме того, он отметил, что если бы не было корпоративного действия, то, возможно, MSCI и не проводила бы никаких консультаций
Sanctiones Will Negatively Affect Russian Economy
Russia is much more succeptible in financial sector than in the oil and gas sector
New Sanctions Will Affect Liquidity:
Bloomberg Interviewed Ovanes Oganisian on sanctiones
Russia may be moved to FM markets Category
Russian market moves closer to resemble market in Kazakhstan where infrustructure is great but liquidity is poor and market is heavily concenrated in just a few names
Ukraine Election Brings Market Triumph for Bonds: Russia Credit
Poroshenko's election victory is "quite positive for the Ukrainian investment case," according to Ovanes Oganisyan, a strategist at MidLincoln Research in Moscow. "In Russian bonds there was a move already, but Russia will also be in a much better spot. There is reason to be slightly more optimistic."
MSCI May Rebalancing Preview
According O.Oganesyan, Russia's weight in the index MSCI EM may be even lower - 4.7%. "As the Russian economy as a whole, the stock market there are structural problems. Large companies set too high a bar for inclusion in the index of other Russian companies, so many issuers officials simply have no chance to get into the base for the calculation of indices MSCI.
Wall Street investment bank's dilemma: stay away from or close to Russia?
Moscow Midlincoln Institute strategist Ovanes Oganisian on Bloomberg told reporters that "at the moment this time, only Putin's most loyal partner in the St. Petersburg forum will show up, they will pretend to Ukraine incident behind, but the truth is Russia's position in the emerging markets already are not as important. "
Deposit Insurance Fund gets additional 2 bn$ for Crimea
Furthermore, according to Midlincoln Research Ovanes Oganisian, whats coming to a fund is a way to recapitalise the fund in the environment of higher revoking licensing frequency rates.
Wall Street Ties to Putin Threatened as Sanctions Bite

Ukraine Crisis Nets Billions of Dollars for Kremlin

Moscow Bourse Weight Upped in MSCI 10/40

Upcoming MSCI 10-40 rebalancing

Russia Stocks Climb as Norilsk to Rosneft Gain on Ruble Weakness

Ulyukaev wants to speed up privatisation

俄股市70%自由流通股为外国人持有

Russian Central Bank is up for reorganisation of regional structure.

Masterbank mess could help Sberbank to get hold of

infrastructure

Retailer Metro is moving closer to Moscow Exchange

Boeing 737 Crashes in Russian City of Kazan, Killing 50

Russian oil and gas sector, avoiding toilet paper shortage

My favorite research piece

Is Russia on the Path of Becoming a Frontier Market?

Contact Sport of Russian M&A

Looking for the Center of Financial Mass



Russia's Economic Epic

Trends for 2012 and 2013 | The Moscow Times

Pussy Riot Verdict, What will the market say?

Privatization of the Pension System Delayed

Trends on the Russian M&A Market: Theory vs. Practice

A Pre-election Buy-Back

Will Fast Russian Companies Ever Emerge?

New IPOs Get Squeezed by the Size of Gazprom

History of Russia's IPOs as Reflected in the MSCI Russia Index

AvtoVAZ — an Ongoing Problem

The Last Convergence Attempt – State Firms Must Focus on Profit and Dividends

Small Business Vanishes



The Future Landscape of the Russian Stock Marke

Boosting Russia's Export Trade

Alchemists Sought Philosopher's Stone, Investors Prefer Gas

Microsoft Product Support Services

Recent Research

2014-09-01
ML Econ/Politics Weekly
Russia Ukraine President Says Europe's Security Depends on Stopping .../.../Russian Prime Minister Dmitry Medvedev's Twitter Was Hacked/.../Western Sanctions And Rising Debts Are Already Strangling The .../.../Russia's Investment in Africa - New Cha

2014-09-01
ML Fundlow Aggregates
Equity Fund Flow is mixed. Overall GEM funds inflows is alarmingly much cooler just at 289 mn$ vs. 723$mn of inflow the previous week. Russian equity fundflow is slightly better at +0.9mn$ vs over 80mn$ of outflows the week before. Brazil posted in

2014-08-29
MidLincoln Emerging Markets Charts and Datamine Russia - the last 10 years or so.
In the last 10 years Russians faced declining real growth rates On per capita basis Russia looks especially bleak In the last 10 years Russians faced double digit inflation, expensive credit and low investment levels. In the past 10 years Ru

2014-08-28
MidLincoln GEMs Portfolio Performance Update
Performance update Since inception on Feb 3 we are now doing well in absolute terms in South Africa, China, Russia and South Korea. We are still doing poorly in absolute terms in India and Turkey however recently our underperformance in absolute

2014-08-27
MidLincoln Industry/Sectors Weekly
(Previous message today is a repeat of Monday's and was sent out erroneously, we apologise) Here is the Industry/Sector Product Industry News (Scroll to best and worst stock news by sector below) CommunicationsPage ... Vietnam in View 2014 Eme

2014-08-25
ML Economic/Politics/ Weekly
Russia Angela Merkel calls for Ukraine truce and urges strict controls on .../.../McDonald's Won't Be Banned in Russia, Deputy Prime Minister Says/.../Shrinking Russian economy adds to fears of full-blown recession/.../Russia's Investment in Africa

2014-08-25
ML Fund Flows Weekly
Equity Fund Flow is mixed. GEM funds flows slightly cooler at 723$mn, Japan outflows are large, European equities outflows are large as well. China (+844) posted inflow, so did Brazil (+130mn$) and Korea (64mn$). Outflows were recorded for Russia

2014-08-22
MidLincoln Emerging Markets Charts and Datamine
UK CPI at 1.6% in the year to July 2014 US Consumer Prices are Creeping Up South Africa price growth at 6,3% Ukraine Flag Above the Kremlin Brazil statistics office reported Q2 GDP down 0.5% q-o-q HSBC China PMI for August showed contraction fro

2014-08-20
MidLincoln GEMs Portfolio Performance Update
Performance update Since inception on Feb 3 we are now doing well in absolute terms in South Africa, Brazil, China, Russia and South Korea. We are still doing poorly in absolute terms in India and Turkey however recently our underperformance in abs

2014-08-19
MidLincoln Industry/Sectors Weekly
Industry News Communications EY: 'Content needs to be cross-media' Southern California is emerging market for online video start-ups/.x../Emerging Markets Media Content Telefonica Bids For Brazil's GVT, Dashing Telecom Italia's Ambitions Emerg

2014-08-18
ML Economic/Politics
Russia Ukraine forces destroy most of a column of Russian military vehicles .../.../Russian Prime Minister Dmitry Medvedev's Twitter Was Hacked/.../Russian sanctions start to bite as growth forecasts are downgraded/.../Russia set for recession, but

2014-08-18
Fund Flows Aggregates
GEM Equity Fund Flow EM equity fund flows totaled 823 mn$ for pan GEM funds. Russia posted 50mn$ of inflows, China 309mn$ of inflows, Korea 89mn$ of inflows. Turkey showed an outflow of 15mn$, South Africa outflow of 10mn$, India outflow of 47mn$ a

2014-08-15
MidLincoln Emerging Markets Charts and Datamine
ZEW Indicator of Economic Sentiment - Economic Expectations Decline Significantly Japan GDP Shrinks 1.7% in Q2 Consumer prices in July 2014: +0.8% on July 2013 Poland GDP grows in the 2nd quarter of 2014 GDP stable in the euro area and up by 0.2%

2014-08-13
MidLincoln GEMs Portfolio Performance Update
Performance update As we were betting against African Bank Investments for a while we scored big, when the stock dropped 95% last week and our performance that was getting better in the last couple of months has overall improved further. Since inc

2014-08-12
MidLincoln GEM Industry/Sectors Weekly
Industry News (Scroll to best and worst stock news by sector below) Communications Study: Media CFOs Eye Digital Deals An alternate reality for America's struggling newspapers exists, but .../.x../Emerging Markets Media Content Telefonica Bids F

2014-08-11
ML Econ Politics Weekly Aug 11
Russia Ukraine president says he'll consider aid mission as Obama, Merkel .../.../Prime Minister Tony Abbott arrives in Netherlands, flags tougher .../.../Is the Russian economy on the verge of collapse?/.../Immofinanz sticks to Russia investment pl

2014-08-09
Sberbank and VTB to stay in MSCI Russia Universe
MSCI release results of consultations, saying VTB and SBER will stay in the indexes. But if any of the companies will issue new shares (e.g. as VTB planned it, than consultations will be restarted). Interestingly VTB said to MSCI that it had no plans

2014-08-08
Retaliatory sanctions and move on pensions possibly signal that Russia is rising stakes in its poker game with the west and is preparing for further escalation.
In the last couple of days Russia announced pension moratorium and retaliatory sanctions, which possibly have less to do with economics but more with security in case of military escalation and stand off with the west. A rapid move to freeze pensi

2014-08-08
MidLincoln Research Aggregates for Funds
Our fund flow numbers show inflows. Overall our universe of funds reported roughly 30bn$ of inflows. European equity funds got c. 5bn$. Long/Short equity funds reported 3.1bn$ of inflows. Chinese funds reported 1.9bn$ of inflows while emerging mark

2014-08-07
MidLincoln Emerging Markets Charts and Datamine
China corruption fight exacerbates Australia real estate capex booms China dwarfs US trade with Africa LNG Trade Grows in Asia LNG Trade declines in Europe Russian stocks fallen a victim to gnomes Euro fallen a victim to gnomes Even US dollar

2014-08-06
MidLincoln GEMs Rebalancing
erformance update Since inception we are now doing well in absolute terms in Brazil, China, Russia and South Korea. We are almost break even in SA but we are still doing poorly in absolute terms in India and Turkey however recently our underperforma

2014-08-05
Ml Sector/Industry Weekly
Sector Headlines Communications Opinion: Emerging markets present attractive investment opportunities Apis Launches Emerging Market Fintech Fund The internet of things and opportunities in the mobile market An interview with the president Secon

2014-08-04
MidLincoln Weekly Economic/Politics/
Russia Obama: 'Russia doesn't make anything'/.../Russia's Deputy Prime Minister Mocks Obama in Tweet/.../German economic growth to be hit by Ukraine crisis, Ifo head says/.../Q&A: Russia's Investment Climate Improving, Says Bosch CEO/.../How to Prof

2014-08-04
ML July Market Review
Russian stocks lost 11.6% in July measured by RTS index as international pressure on Russia escalated following the downing of a Malaysian passenger plane on route from Amsterdam to Kuala Lumpur over the region of Ukraine controlled by separatists.

2014-08-04
Fund Aggregates
Risk appetite is still healthy. Fund flows are strong across the universe we track. Overall the funds we track received c. 34bn$ in inflows among them emerging markets equity funds attracted 2.2bn$ last week. China equity funds still show inflow of

2014-08-01
MidLincoln Emerging Markets Charts and Datamine
Samsung turns solely to smartphone production China confidence returns Twitter revenue grows Medicare spending is flat Commodities prices may jump China may secretly buying treasuries Oil production grows while capex stalls Risk

2014-08-01
MSCI consultations on Russia treatment that we would like share.
MSCI was flagging for a while that it would downgrade Russian shares into FM universe. Yesterday it announced that it will be launching MSCI GEM ex Russia and MSCI ACWI ex-Russia indexes. Which is slightly better outcome than to outright downgrade

2014-07-30
Midlincoln GEMs July 30
Performance update Since inception on Feb 2 we are doing well in absolute terms in Brazil, China, Russia and South Korea. We are doing poorly in absolute terms in India, and Turkey, while our performance in SA is has improved in absolute terms. Rela

2014-07-28
ML Economics and Politics July 28
Russia Vladimir Putin's Truth Problem: Five Holes in the Russian .../.../UK Deputy Prime Minister wants Russia stripped of 2018 World Cup/.../IMF cuts Russia's GDP growth forecast/.../Uneven global recovery continues, says IMF/.../Population crisis:

2014-07-28
Unlucky July. This time its Yukos which will cost Russians 2.5% of GDP.
Unfortunately it looks like nationalisation of Yukos went in favor of Putin’s state oligarchs who were primary beneficiaries of the whole process, While now the taxpayers are supposed to pay the state debt associated with Yukos. After Hagues court

2014-07-25
MidLincoln Aggregates for Funds
Fund flow shows inflow. Japan stocks inflow is strong as well as China which received the most inflows c. 11 bn$ among GEM equity destinations as Chinese shares rally on good economic news. Inflows accelerate across all emerging markets India f

2014-07-24
Midlincoln Research CIS Economics and Politics Update
Midlincoln Research CIS Economics and Politics Update (previous message "Portfolio update" from yesterday was sent out erroneously, due to technical glitch, our apologies) Georgia Ex-Georgia president Eduard Shevardnadze dies at age 86/...

2014-07-23
MidLincoln GEMs Portfolio Update
Performance update Since inception on Feb 2 we are doing well in absolute terms in Brazil, China, Russia and South Korea. We are doing poorly in absolute terms in India, and Turkey, while our performance in SA is has improved in absolute terms. Rela

2014-07-20
Econ Politics Week of July 21
Russia Malaysia Airlines MH17 crash: Russian President Vladimir Putin is .../.../Malaysia Airlines MH17: Dutch prime minister Mark Rutte warns .../.../Russian markets rattled by new sanctions/.../Q&A: Russia's Investment Climate Improving, Says/.../

2014-07-18
MidLincoln Research Aggregates for Funds
Fund flows show quite healthy inflows. We have seen 17bn$ in total inflows for the funds that we track during the week between July 8 and July 15. Its quite difficult to spot a loser among fund classes. Russia fixed income funds outflow albeit smal

2014-07-17
Datamine Special - US Russia Relations last 14 years
Russia signs Start -II Kursk Disaster Nato Grows East Start -2, ABM treaties abandoned Rose revolution alienates Russia, Georgia Orange Revolution sets background for Ukraine - NATO cooperation Ukraine - Nato cooperation talks accelerate Russi

2014-07-16
MidLincoln GEMs Portfolio Update
Performance update Since inception on Feb 2 we are doing well in absolute terms in Brazil, China, Russia and South Korea. We are doing poorly in absolute terms in India, S Africa and Turkey. Relative to benchmark we are doing well in China, Russia

2014-07-11
MidLincoln Emerging Markets Charts and Datamine
Portuguese bond yields rise Portuguese Equities Fall OIL Price Technicals Point UP Gold Price Surges on ME Instability Silver Price Surges on ME Instability US home purchase applications growth slower despite lower rates Canadian

2014-07-09
ML GEMs Portfolio Performance Update
Performance update Since inception on Feb 2 we are doing well in absolute terms in Brazil, China, Russia and South Korea. We are doing poorly in absolute terms in India, S Africa and Turkey. Relative to benchmark we were doing well in China, Russi

2014-07-07
MidLincoln Econ and Politics July 7
Russia Vladimir Putin to Start Latin America Tour in Cuba: Russia President .../.../Finnish Prime Minister Still Eyes NATO Membership/.../Russia's economic growth to accelerate to over 3% in 2017 .../.../Severstal: A bright spot in the Russian metal

2014-07-07
MidLincoln Research Aggregates for Funds July 7
There is still no evidence according to the data that is collected by MidlLncoln Research that risk trade is off. We see healthy inflows into the funds of practically all asset classes. Equity funds are especially highlighted on the positive side.

2014-07-04
MidLincoln Emerging Markets Charts and Datamine
Interests rates to be low mantra Trading is really slow like but it will change VIX at minimums but it will change Iron ore prices are bouncing from recent lows Oil price trade - sell India or Turkey against Russia US corporate earni

Markets Week Change and Best&Worst


Weekly Index Performance
*Week changes between 2014-09-01 and 2014-08-25
NdexLastWkChPct
Ibovespa Brasil Sao Paulo Stoc61288.154.93
Borsa Istanbul 100 Index80312.941.75
S&P BSE SENSEX Index26638.110.83
S&P 500 Index2003.370.75
Korea Stock Exchange KOSPI Ind2067.930.69
FTSE 100 Index6819.750.66
S&P/TSX Composite Index15625.730.58
Dow Jones Industrial Average17098.450.57
Mexican Stock Exchange Mexican45628.090.56
FTSE/JSE Africa All Share Inde50959.02-0.47
Warsaw Stock Exchange WIG Tota51868.77-0.53
Jakarta Stock Exchange Composi5167.18-0.61
Shanghai Stock Exchange Compos2227.1-0.61
Nikkei 22515459.39-0.79
Hong Kong Hang Seng Index24865.59-0.98
Karachi Stock Exchange KSE100 28567.74-1.05
MICEX Index1400.71-3.17
Russian Depositary Index USD1404.78-5.24
Russian Trading System Cash In1190.23-5.54

Weekly Currency Performance
CurrencyLastWkChPct
USDRUB37.11892.80
USDLVL0.53561.40
USDEUR0.76210.59
USDNOK6.20020.28
USDAZN0.7850.24
USDINR60.5150.07
USDPKR101.77620.06
USDKZT182.070.03
USDJPY104.190.01
USDCNY6.1415-0.18
USDAUD1.071-0.32
USDZAR10.6567-0.55
USDKRW1014.39-0.79
USDCAD1.0873-0.81
USDTRL2160800-0.83
USDBRL2.2359-1.83

Weekly Commodities Performance
nameunitsPriceWeekCh
ICE COFFEE "C"USD/LB.201.207.39
CME LEAN HOGSUSD/LB.98.135.65
NYMEX NATURAL GASUSD/MMBTU4.045.21
CME FEEDER CATTLEUSD/LB.216.733.46
CME LIVE CATTLEUSD/LB.151.433.01
CRUDE OIL (WTI)USD/BBL.95.872.63
PALLADIUM SPOTUSD/T OZ.906.502.30
ICE ORANGE JUICE CONCUSD/LB.150.051.76
CRUDE OIL (BRENT)USD/BBL.103.261.40
EURO SPOTEUR/T OZ.980.441.25
ICE GASOILUSD/MT871.501.25
EURO SPOTEUR/T OZ.14.841.23
NYMEX HEATING OILUSD/GAL.286.281.19
ICE COCOAUSD/MT3229.001.10
TOCOM CRUDE OILJPY/KL67170.000.84
INDIAN RUPEE SPOTINR/T OZ.77888.380.77
INDIAN RUPEE SPOTINR/T OZ.1178.850.74
JAPANESE YEN SPOTJPY/T OZ.134034.190.67
GOLD SPOTUSD/T OZ.1286.520.66
JAPANESE YEN SPOTJPY/T OZ.2028.140.64
ICE COTTON #2USD/LB.66.570.59
COMEX GOLDUSD/T OZ.1287.100.54
TOCOM GOLDJPY/G4308.000.51
CME ETHANOLUSD/GAL.2.030.50
ICE ECX EMISSIONSEUR/MT6.410.47
BRITISH POUND SPOTGBP/T OZ.775.400.42
BRITISH POUND SPOTGBP/T OZ.11.730.34
ICE CANOLACAD/MT419.800.31
CBOT WHEATUSD/BU.563.500.22
US DOLLAR SPOTUSD/T OZ.19.470.15
COMEX SILVERUSD/T OZ.19.480.10
PLATINUM SPOTUSD/T OZ.1422.940.08
TOCOM SILVERJPY/G65.20-0.15
TOCOM KEROSENEJPY/KL82210.00-0.19
CBOT ROUGH RICEUSD/CWT12.67-0.47
CBOT SOYBEAN MEALUSD/ST350.70-0.57
ICE SUGAR #11USD/LB.15.49-0.96
CBOT SOYBEAN OILUSD/LB.32.14-1.41
CBOT SOYBEANSUSD/BU.1024.25-1.70
CBOT CORNUSD/BU.364.75-1.82
CME LUMBERUSD/TBF343.90-2.02
TOCOM RUBBERJPY/KG195.90-3.55
CBOT OATSUSD/BU.342.25-3.66
RBOB GASOLINEUSD/GAL.263.12-3.91

Weekly Bond Rates Performance Change in btps
countryyieldWk1m1y
INDIA8.56%5+6-5
JAPAN0.49%-1-4-22
MEXICO (USD)3.17%-3-26-81
BRITAIN2.37%-3-23-40
HONG KONG1.80%-3-17-49
PORTUGAL3.18%-4-39-351
GREECE5.71%-4-21-448
UNITED STATES2.34%-7-21-44
SWITZERLAND0.41%-7-10-63
SINGAPORE2.24%-7-19-40
CANADA1.99%-8-16-62
GERMANY0.89%-9-26-97
NETHERLANDS1.05%-11-28-123
SOUTH KOREA3.03%-11-2-50
FRANCE1.25%-12-28-122
BRAZIL (USD)3.75%-13-46-97
ITALY2.43%-14-26-197
SPAIN2.22%-16-28-231
NEW ZEALAND4.05%-17-18-48
AUSTRALIA3.29%-19-21-61

Best and Worst in the  BRICSKST
(MSCI Emerging Markets Index stocks only)
Turkey

stockLastWkChPct
BIM Birlesik Magazalar AS50.808.32
Koza Altin Isletmeleri AS23.254.49
Enka Insaat ve Sanayi AS5.414.04
Turkiye Vakiflar Bankasi 4.983.97
Tofas Turk Otomobil Fabri13.303.91
Arcelik AS12.953.60
Turkiye Halk Bankasi AS15.853.59
Ford Otomotiv Sanayi AS28.503.07
TAV Havalimanlari Holding17.952.57
Yapi ve Kredi Bankasi AS4.812.34
Coca-Cola Icecek AS51.00-1.64
Turkcell Iletisim Hizmetl12.65-0.78
Eregli Demir ve Celik Fab4.20-0.71
Turkiye Sise ve Cam Fabri2.92-0.34
Emlak Konut Gayrimenkul Y2.720.00
Turk Hava Yollari6.850.74
Tupras Turkiye Petrol Raf50.800.99
Turkiye Garanti Bankasi A8.471.07
Turkiye Is Bankasi5.581.27
Haci Omer Sabanci Holding10.001.63

Brazil

stockLastWkChPct
Oi SA1.4518.85
Cosan SA Industria e Come46.5016.54
Banco do Brasil SA34.9915.75
Centrais Eletricas Brasil8.1513.67
Tim Participacoes SA12.5512.86
Petroleo Brasileiro SA22.1412.27
Petroleo Brasileiro SA23.3511.62
MRV Engenharia e Particip9.1211.36
Telefonica Brasil SA47.8510.76
JBS SA10.1210.72
Vale SA29.12-7.17
Vale SA25.97-6.98
Bradespar SA20.45-6.83
Cia Siderurgica Nacional 9.82-5.76
Natura Cosmeticos SA41.01-3.73
Embraer SA21.81-3.07
Klabin SA2.26-2.16
Raia Drogasil SA21.80-1.58
Cia Energetica de Minas G19.16-1.49
Tractebel Energia SA37.51-0.50

India

stockLastWkChPct
GlaxoSmithKline Consumer 5332.606.78
Godrej Consumer Products 985.956.11
Bharat Heavy Electricals 240.905.89
Hindustan Unilever Ltd742.455.43
Dabur India Ltd232.604.61
Dr Reddys Laboratories Lt2947.904.31
Idea Cellular Ltd161.903.98
Apollo Hospitals Enterpri1173.203.69
ITC Ltd355.303.39
Bharat Petroleum Corp Ltd694.303.32
Jindal Steel & Power Ltd233.00-20.86
Reliance Power Ltd74.55-13.36
Jaiprakash Associates Ltd46.50-10.23
DLF Ltd177.30-8.96
Reliance Capital Ltd528.80-7.67
Tata Power Co Ltd86.60-7.58
Power Finance Corp Ltd250.10-7.20
Unitech Ltd21.70-6.87
Hindalco Industries Ltd170.10-6.79
Siemens Ltd794.30-6.38

China

stockLastWkChPct
Byd Co Ltd56.4514.74
China Oilfield Services L22.8514.59
Beijing Capital Internati6.0914.26
China Telecom Corp Ltd4.758.70
Sinopharm Group Co Ltd27.506.59
Great Wall Motor Co Ltd32.555.51
Huaneng Power Internation9.184.20
Dongfeng Motor Group Co L14.704.11
Sino-Ocean Land Holdings 4.433.50
CNOOC Ltd15.623.31
Guangzhou R&F Properties 9.35-13.59
China International Marin16.52-8.73
Golden Eagle Retail Group9.53-7.83
Want Want China Holdings 9.93-7.54
BBMG Corp5.69-7.18
Country Garden Holdings C3.42-6.81
Guangzhou Automobile Grou8.17-6.31
China Communications Cons5.64-6.00
ENN Energy Holdings Ltd54.50-5.95
Longfor Properties Co Ltd9.96-5.86

South Africa

stockLastWkChPct
Gold Fields Ltd5041.0012.60
Sappi Ltd4400.005.41
Shoprite Holdings Ltd14745.003.38
Sanlam Ltd6600.003.13
RMI Holdings3370.002.49
MMI Holdings Ltd/South Af2749.002.12
Exxaro Resources Ltd15088.002.02
Pick n Pay Stores Ltd5650.001.64
Reunert Ltd6600.001.54
Life Healthcare Group Hol4478.001.52
Kumba Iron Ore Ltd31850.00-4.71
Impala Platinum Holdings 9625.00-4.14
Anglo American Platinum L44310.00-3.95
Foschini Group Ltd/The11512.00-3.30
Bidvest Group Ltd28132.00-2.72
Assore Ltd31474.00-2.65
MTN Group Ltd24104.00-2.40
Anglo American PLC26891.00-2.23
Imperial Holdings Ltd19020.00-1.95
Nedbank Group Ltd22870.00-1.95

Russia

stockLastWkChPct
Evraz112.803.96
Tinkoff CS5.301.92
Rusal4.031.26
Rostelecom OJSC99.000.35
TMK88.380.11
Severstal OAO359.50-0.28
LSR Group3.60-0.30
Inter RAO JSC0.01-0.62
TMK OAO9.79-0.91
MMC Norilsk Nickel OJSC7230.00-0.96
Sistema JSFC22.75-13.47
X5 Group18.94-9.59
AFK Sistema37.72-9.24
NovaTek OAO100.60-8.34
Uralkali OJSC133.57-6.93
Magnit OJSC58.20-6.88
Mail.RU26.85-6.77
Sberbank of Russia73.21-6.61
Magnit9099.00-6.10
Sberbank of Russia55.13-4.88

South Korea

stockLastWkChPct
Hyundai Mipo Dockyard131500.0021.20
Samsung Engineering Co Lt68900.0011.67
LG Uplus Corp11300.0010.78
Cheil Worldwide Inc23350.0010.40
Samsung Heavy Industries 28650.009.77
Daewoo Shipbuilding & Mar25000.008.93
Hyundai Heavy Industries 146500.007.72
Korea Investment Holdings51000.006.81
Daewoo Securities Co Ltd11850.005.80
GS Engineering & Construc36900.005.73
Coway Co Ltd85200.00-9.27
LG Chem Ltd178500.00-6.05
Hyundai Hysco Co Ltd80700.00-5.72
Hyundai Glovis Co Ltd306500.00-5.69
Amorepacific Corp2155000.00-4.43
Hyundai Wia Corp220000.00-4.35
Hite Jinro Co Ltd23200.00-4.33
SK Networks Co Ltd10000.00-4.31
Hyundai Motor Co157500.00-4.26
CJ Corp178000.00-3.00

CRABSTICKS Group of Countries


Russia

  • Ukraine President Says Europe's Security Depends on Stopping ...
  • Russian Prime Minister Dmitry Medvedev's Twitter Was Hacked
  • President Obama: Blames Russia for Ukraine violence, weighs Syria ...
  • Russia's Investment in Africa - New Challenges and Prospects
  • Russia hungry to punish the West
  • Why America is recovering, but Europe is not - Part II
  • The Price of Oil Crushed Russia Once. Is It About to Happen Again?
  • Western Sanctions And Rising Debts Are Already Strangling The ...


    China

  • Chinese president Xi Jinping considering visit to Tasmania after G20
  • Indian Leader Narendra Modi Wants Closer Ties With Japan to ...
  • China manufacturing growth slows and house prices fall
  • India-Japan Ties and the Potential of an Unfinished Origami
  • China fiddles: While Xinjiang burns
  • China Exports Accelerate, Imports Fall in July
  • China's parliament authorises local governments to issue bonds
  • China debt crisis fears overdone, says DBS chief


    South Africa

  • Military Action Leaves Lesotho in Power Vacuum
  • Military Action Leaves Lesotho in Power Vacuum
  • South Africa dodges recession as economy grows 0.6 pct in Q2
  • High stakes for high reward? Real estate funds come to Africa
  • Eskom: the struggle to keep South Africa's lights on
  • EMs fuel strongest growth in auto shareholder value
  • TABLE-South Africa April-July budget wider than a year ago
  • African Markets - Factors to watch on Sept 1


    Korea

  • North Korea erases 'eternal president' from banknotes
  • S.Korea blasts Abe message to war criminals service
  • UPDATE 2-S.Korea exports fall in Aug, weak China demand drags ...
  • Samsung's shipbuilding, engineering units to merge
  • Why South Korea predicts its end will come in 2750
  • UPDATE 2-S.Korea exports fall in Aug, weak China demand drags ...

  • At anniversary event, official calls for N. Korean defense industry to ...


    India

  • Visiting Chinese president likely to raise Tibet issue with India
  • Indian Leader Narendra Modi Wants Closer Ties With Japan to ...
  • India's economic growth hits two year high
  • Japan aims to double India investment in five years: Report
  • New village toilets a small step for poor Indian women
  • India's exports growth slows to 7.33% in July
  • Modi's operandi: a few steps forward but where's India's budget going?
  • Moody's: Persistent Inflation Constraining India's Rating


    Turkey

  • Erdogan sworn in as Turkey's president
  • Basting Turkey's New Prime Minister
  • Turkey's 2023 goals: from reality to dream

  • The Globalist Quiz
  • Turkish defense industry key to growth, says top official

  • BABACAN: THE ONLY MINISTER TO SERVE IN ALL AK PARTY ...


    Brazil

  • Brazil's presidential election Marina gains momentum
  • Japan's Prime Minister Signs Several Treaties and Agreements with ...
  • Analysts cut 2014 Brazil economic growth estimate to 0.70 pct.
  • Chinese investors eye Brazil rail project
  • Brazil's Population Reaches 202.7 Million
  • Brazilian Economy Hits A BRIC Wall And Goes Into Recession

  • UPDATE 1-Brazil posts primary deficit of $2.1 bln in July


    Australia

  • Zim view: Mugabe hails greatest win
  • Australia to send aircraft to Iraq, says Prime Minister Tony Abbott
  • Dick Smith challenges 'faith' in benefits of population and economic ...
  • Fonterra plans China partnership
  • Lower Advertising Income Weighs Over News Corp's Quarterly Results
  • Bad broadband getting in the way of regional business growth
  • Budget issues - Spending versus revenue
  • Barnaby Joyce calls Australia's debt problem 'a financial melanoma'


    Canada

  • Target Canada president aims to 'reset' supply chain, improve ...
  • Canada's PM to be Nominated for Nobel Peace Prize
  • Canada's GDP growth outpaces Bay Street forecast
  • Canada to Widen It's Channels of Trade
  • Wages couldn't keep up
  • Minister Rickford Announces Participation in APEC Energy Ministers ...
  • Canada's budget moves back in black for first quarter of fiscal year
  • How An Aging Population Means Trouble For Canada's Debt

  •   Midlincoln Research · midlincoln.com