January 10
Strategy The Case for High Dividend Investing in Emerging markets
From a purely dividend yield perspective, Western investors could diversify into emerging markets where dividend growth is supported by low levels of company debt coupled and high profitability.
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January 4
Opinion New Egypt FX Regime Positive Step in Tough Circumstances
Egypt’s new exchange rate regime has brought greater transparency and a depreciation of the pound but also highlights a serious shortage of foreign exchange, Fitch Ratings says. For the system to work, confidence needs to be restored quickly, starting with agreement on an IMF (...)
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November 2012
Strategy Further consolidations expected in China’s soft beverages market
There is likely to be a wave of consolidations in China’s beverages market as it responds to the USD 5 billion alliance of Tingyi and PepsiCo, according a report from Rabobank. Smaller, ‘second tier’ beverages players will be affected most by the new alliance, as they struggle (...)
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November 2012
Strategy Emerging Europe poised for sustainable long term growth
Although very different on a country-by-country basis, ING IM predicts that, collectively, Emerging Europe is set to benefit from a desire to advance regulatory enhancements, push ahead with economic liberalisation and pursue privatization (...)
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October 2012
News Online retail sites, Jumia and Zando receive funding from J.P. Morgan Asset Management
The investor will take a stake through a German holding company in an all cash-for-equity investment...
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October 2012
News Fitch Affirms Nigeria at ’BB-’; Outlook Stable
Fitch Ratings has affirmed Nigeria’s Long-term foreign and local currency Issuer Default Ratings (IDR) at ’BB-’ and ’BB’ respectively with a Stable Outlook. The agency has also affirmed Nigeria’s Short-term foreign currency IDR at ’B’. The Country Ceiling has been affirmed at (...)
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October 2012
Strategy Corporate Bonds – Ideal for Emerging Markets diversification
With sovereign ceilings rising, corporate governance and overall transparency improving, demand and liquidity high and returns attractive relative to risk, what’s not to like about Emerging Markets corporate bonds?
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October 2012
Strategy Africa: Kenya’s Mobile Frontier
When we first started out in the emerging markets space more than two decades ago, we were in “frontier” territory as we entered markets such as Indonesia, Thailand, Turkey and Brazil that were previously closed to foreign (...)
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September 2012
Note Fitch Affirms Ghana at ’B+’; Outlook Stable
Fitch Ratings has affirmed Ghana’s Long-term foreign and local currency Issuer Default Ratings (IDR) at ’B+’ with a Stable Outlook and Short-term foreign currency IDR at ’B’. The agency has also affirmed the Country Ceiling at (...)
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August 2012
News China Steel - Overproduction and Lower Prices to Persist
China’s steel industry output continues to rise notwithstanding slowing economic growth, falling prices for steel, and poor profitability at the steel mills. Fitch Ratings believes this paradox can be explained first by the larger steel mills’ priority of maintaining economies (...)
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August 2012
News SMEs switching to Renminbi for Chinese business according to DB survey
In spite of increasing volatility in foreign exchange markets, only around half of companies that were surveyed hedge foreign exchange risks in Renminbi transactions...
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August 2012
Opinion Beware the dangerous emerging market ‘grand narrative’
The emerging markets (EM) ‘grand narrative’ that you hear constantly churned out is at best misleading and at worst dangerous...
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August 2012
Interview Florence Marty and Olivier Hakim : « Our strategy is based on the dynamism of emerging countries without local currency volatility »
Management philosophy, sectoral and geographical distribution, growth in emerging countries ... Florence Marty and Olivier Hakim, portfolio managers at LBPAM Actions Euro Focus Emergent reveals the strategy of the fund performing 13.80% at end June (...)
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July 2012
Strategy European companies are becoming ever more ’global’
There is a clear distinction between the travails of the eurozone and the prospects for successful, ’world beating’ European companies. I think that the world has changed: in recent years, European companies have become much more global and more than ever, the quality of the (...)
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February 2012
Strategy Asian debt now a mainstream asset class
Investors should view Asian debt as a mainstream asset class and not simply as a subsection of the global bond universe, according to Chia-Liang Lian, manager of the Legg Mason Western Asset Asian Opportunities (...)
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