Emerging-market telecom buyers get picky (MarketWatch): As international telecommunications operators shelve expansion plans to preserve cash and the myth collapses that emerging-market economies are independent from their western counterparts, the face of dealmaking in telecom is changing rapidly.
Emerging markets face capital squeeze, action needed: IIF (Reuters): Private capital flows to emerging markets are set to [...]

Emerging markets undervalued, analysts say, but ignore oil

Emerging Market Stocks to Outperform, Garner Says: Chart of Day (Bloomberg): Emerging-market stocks are a better buy than those of more developed regions because their economies will rebound more quickly from the global slowdown, according to Jonathan Garner, a strategist at Morgan Stanley.
Since October, emerging stocks have begun to close the gap on developed-market stocks, a [...]

Emerging-market stock allocation lowest since 2001, survey (Dow Jones): Global fund managers slashed their allocation to emerging-markets equities in December to their lowest levels since 2001, according to Merrill Lynch’s latest fund-manager survey.
Emerging-market stocks reach six-week high on Fed rate cut, oil (Bloomberg): Emerging-market stocks rose to a six- week high on speculation that near-zero interest [...]

Look Homeward (The Economist): The “wall of money” argument is a hardy investment perennial. Back in the 1980s, it was the Japanese who would sweep in and push up stock markets. In recent years, sovereign-wealth funds have assumed the role of sugar daddies, with cash readily available to support asset prices.
SWFs will obviously grow a [...]