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  1. Sales Sour, but Hershey's Still Sweet

    Headlines

    Fri, 30 Jan 2015

    maintain beachheads in attractive emerging markets like India, we think Hershey ..... material demand in faster-growing emerging markets to keep upward pressure on commodity ..... positions in faster-growing emerging markets where tastes and preferences

  2. Godrej Consumer’s Fair Value Estimate Moves Modestly Higher; Our Long-Term Outlook Still Positive

    Commentary

    Thu, 29 Jan 2015

    returns on new invested capital (RONIC) year 2020 onwards remains at 35%, as we believe the acquisitions made in emerging markets will drive improved returns as operating leverage kicks in with the company selling more products through the acquired

  3. Raising FVE for Givaudan After Reviewing 2014 Results and 2015 FX Guidance; Shares Overvalued

    Commentary

    Thu, 29 Jan 2015

    that Givaudan will be able to sustain mid-single-digit growth because it derives nearly 50% of its sales from emerging markets . As the firm derives a larger proportion of its sales from these faster-growth markets, the firm's consolidated growth

  4. EMERGING MARKETS -Latam currencies weaken on Fed outlook

    Headlines

    Thu, 29 Jan 2015

    SAO PAULO, Jan 29 (Reuters) - Latin American currencies weakened against the dollar on Thursday after the U.S. Federal Reserve maintained an optimistic outlook for the world's largest economy and...

  5. The Active Approach to Demographic and Industry Analysis in Non-U.S. Investing

    Headlines

    Thu, 29 Jan 2015

    Demographic trends in international developed and emerging markets are often good indicators of current and future investment opportunities. Though ..... and political risks, all of which are magnified in emerging markets . Risks are particularly significant for investments

  6. Narrow-Moat Bemis Is Slowly Heading in the Right Direction; Maintaining $49 Fair Value Estimate

    Commentary

    Thu, 29 Jan 2015

    improved 120 basis points to 8% in the fourth quarter, which we think supports our thesis that consumer packaging in emerging markets is becoming more sophisticated. This should be a longer-term tailwind for Bemis, since it has an advantage in

  7. No Surprises in Varian's 1Q; Maintaining Our Fair Value Estimate

    Commentary

    Thu, 29 Jan 2015

    robust orders in China and other emerging markets . The North American market ..... had an excellent quarter in emerging markets , which are more critical to ..... expect strong fiscal 2015 from emerging markets . Orders in China appear to

  8. A Quick Guide to Reviewing Your Holdings

    Headlines

    Thu, 29 Jan 2015

    developed markets: MSCI EAFE Index Foreign stocks in emerging markets : MSCI Emerging Market Index All foreign stocks ..... in determining how much exposure the fund has to emerging - markets stocks, which tend to be more volatile than those

  9. Navigating the Oil Slick

    Headlines

    Wed, 28 Jan 2015

    and bifurcated growth in the emerging markets . Investors should be prepared ..... buybacks. <PAGEBREAK>In the emerging markets , we expect continued divergence ..... into improved earnings. In the emerging markets , we expect the bifurcation of

  10. GDP Growth: Cutting Through the Noise

    Headlines

    Wed, 28 Jan 2015

    Barro, 1991). In other words, once we discount institutional, political, and demographic differences, all emerging markets should come to resemble the United States in the long run. One striking example of the convergence hypothesis at

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