Friday links: emerging dividends

• abnormalreturns
• July 30th, 2010

Emerging market bonds had a good July.  (BusinessWeek)

Emerging markets are catching up on yet another measure:  dividends.  (WSJ)

Not every Western consumer products company can win in the emerging markets. (Lex)

Investors continue to show confidence in the emerging markets as they mature and develop.  (AR Screencast)

High yield bond funds continues to see inflows.  (Distressed Debt Investing)

Corporate borrowers are finding a willing bond market.  (WSJ, DealBook)

Taking a closer look at the yield curve.  (FT Alphaville)

A look at the P/E ratio on the S&P 500.  (Bespoke)

A profile of Li Lu who is “in line” to be a successor to Warren Buffett.  (WSJ, Clusterstock)

Keeping your cool in the market and waiting for fat pitches.  (The Reformed Broker, Derek Hernquist)

Hedge fund investors are entrusting their money to the biggest funds.  (DealBook also Institutional Investor)

Some hedge funds that played the credit crisis correctly are nervous.  (Bloomberg)

What is the S&P 500 VEQTOR Index?  (SurlyTrader)

Using average stock variance to time the market.  (CXO Advisory Group)

Demand for MLP funds remains high.   (Morningstar earlier Abnormal Returns)

Coffee prices are on the rise.  (Globe and Mail)

JP Morgan makes the case for timberland as an investment.  (Greenwood Project)

The BIS gold swap mystery, solved.  (FT)

Banks need more capital.  (Economix)

What modern art and theoretical economic theory have in common.  (Worthwhile Canadian Initiative)

Chief economists are for PR.  (Falkenblog)

Welcome to the “schizophrenic economy.”  (BusinessWeek also Business Insider)

A punk GDP number.  (Points and Figures, Free exchange, Atlantic Business, Economix, Floyd Norris, Deal Journal)

Post-revision the great recession was worse than originally thought.  (EconomPic Data, Calculated Risk, Free exchange)

The Fed IS worried about deflation.  (Economix, The Money Game, Real Time Economics, Free exchange, Barron’s)

Taking a closer look at rail (and truck) traffic.  (Value Plays, Pragmatic Capitalism also Calculated Risk)

Next week’s ISM numbers could be “ugly.”  (The Money Game contra Calculated Risk)

Hank Paulson on the blame housing subsidies have on the bubble and financial crisis.  (WashingtonPost, Fundmastery Blog contra Big Picture)

Americans aren’t moving the way they did in past recessions.  Blame underwater mortgages.  (WashingtonPost)

Growing debt burdens at the state level.  (CNNMoney)

China is now the world’s second largest economy.  (Reuters)

GM’s future is in China.  (Minyanville)

Goodbye BP, hello again Amoco.  (Huffington Post)

The (search) party is over for Google (GOOG).  (Fortune)

No Facebook IPO until 2012 (at the earliest).  (Bloomberg, SAI, GigaOM)

Things just got interesting. Digital Sky Technologies files to go public.  (DealBook, GigaOM, peHUB)

Could social gaming and gambling merge if online gaming is legalized?  (peHUB)

The worst movie year ever?  (WSJ)

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