Highlights

October 2018

Opinion Why we’re banking on financial inclusion

This rising penetration of financial products and services will, according to Ross Teverson Head of Strategy, Emerging Markets, forge dramatic change in developing regions of the world, in turn creating opportunities for (...)

Innovation

GSAM Launches Emerging Market Equity ESG Portfolio

Opinion

Is South Africa the Next Currency Crisis?

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June 2018

Opinion Reform is the secret of India’s growth

Since assuming office in 2014, Indian Prime Minister Narendra Modi’s government has put in place a raft of reform measures aimed at strengthening the nation’s infrastructure and economic fundamentals.

May 2018

Opinion Pakistan: Balancing risks and rewards

For most investors, Pakistan is largely defined as being highly volatile, be it in terms of security, politics or the economy. And in many ways, it is. However, Charles Sunnucks, Assistant Fund Manager, Emerging Markets, argues there is increasing evidence of positive (...)

April 2018

News The International Bank for Reconstruction and Development (IBRD) joins the Global Emerging Markets (GEMs) Risk Database Consortium

During the World Bank-IMF Spring Meetings in Washington, DC, on April 20, Werner Hoyer, President of the European Investment Bank (EIB), acting on behalf of the Global Emerging Markets (GEMs) Risk Database Consortium, and Joaquim Levy the Managing Director and Chief (...)

April 2018

Opinion Russia now - should investors be bold or sit on the sidelines?

People are drawing parallels with the Crimean annexation and sanctions put in place then - which heavily impacted the Russian market. But the macroeconomic Russian situation is very different today - it is much (...)

March 2018

Opinion South Africa: a ray of hope

Following weeks of contestation, Jacob Zuma resigned on 14 February 2018 after nine years in office, leaving a mixed legacy to South Africa’s new president, Cyril Ramaphosa.

February 2018

Opinion Vietnam & Cambodia - Asian frontiers on the front foot

February 2018

Strategy Outperforming in Asia with boots on the ground

Arnout van Rijn and Victoria Mio attribute the success of their flagship equity strategies to opening an office in Hong Kong in 2008, enabling local access to the companies in which they invest. They previously managed the strategies as part of the emerging market equities (...)

December 2017

Innovation BlackRock has expanded its Asian equity fund range by launching the BlackRock Global Funds (BGF) China Flexible Equity Fund

The Fund is designed to enable a growing number of investors seeking to access opportunities in both onshore (A-shares) and offshore (H-shares, Red-chips, P-chips, American Depositary Receipts [ADRs], etc.) Chinese equity markets without having the need to allocate to two (...)

December 2017

Innovation Legg Mason launches global emerging markets fund

Legg Mason Inc, one of the world’s largest active asset management firms with $754 billion AuM, announces the launch of the Legg Mason Martin Currie Global Emerging Markets Fund into their Dublin-based fund range.

November 2017

Innovation BlackRock launches new China A-Share Opportunities Fund

BlackRock has launched the BlackRock Global Funds (BGF) China A-Share Opportunities Fund. The Fund is designed for investors looking for growth, alpha and diversification from the China A-Share market.

November 2017

Opinion India: After a period of euphoria, doubts are resurfacing

According to Laetitia Baldeschi, Co-Head of Research and Strategy at CPR AM, their equity managers are therefore underweight on India within their CPR GEAR Emergents strategy relative to the MSCI Emerging index.

August 2017

Opinion Don’t believe everything you read

African elections are back in the headlines, apparently for all the wrong reasons. But according to Aberdeen Asset Management Senior Investment Manager Kevin Daly, the reality is better than some would have you (...)

July 2017

Opinion China-US détente eases investor fears

The meeting between President Trump and President Xi in April removes a cloud hanging over the equity market. This comes at a time when fears over debt levels have been well discounted, while growth appears to have stabilised nicely at a relatively high level. Furthermore, (...)

July 2017

Interview Aude Lerivrain : « Can we invest in the chinese banking sector without worries? »

According to Aude Lerivrain, Head of Credit Research at CPR AM, we are seeing in the Chinese banking system many of the early warning signs of the major banking crises of recent years (in the US, Ireland and Spain)...

June 2017

Opinion China A-shares inclusion in MSCI indices to redefine emerging market investing

The MSCI approval of China A-shares inclusion in their benchmark Emerging Markets and ACWI indices is likely to redefine the way investors invest in emerging markets according to ETF Securities, one of the world’s leading, independent providers of Exchange Traded Products (...)

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Innovation TOBAM launches the Anti-Benchmark Emerging Markets Equity Fund

The Fund aims to outperform the emerging markets equity cap-weighted benchmark by 4-6%per annum over a market cycle, while at the same time delivering significantlyless volatility (typically 30%).

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Strategy Five Emerging-Market Brands to Watch

Abracadabra! – here come emerging-market brands. Now that Alibaba has proved it can be done, expect to see more. Here’s a look at five possibles.

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Innovation Source announces the launch of three ETFs providing single emerging country exposure: MSCI Brazil, MSCI China and MSCI India...

These new additions to Source’s product range are the perfect complement to the existing Source emerging markets offering, which includes the MSCI Emerging Markets Source ETF and the RDX (Russia) Source ETF.

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Opinion Volatility creates buying opportunities in emerging markets fixed income

Emerging markets debt will offer investors compelling buying opportunities when US interest rates start to normalize, according to Greg Saichin, CIO Emerging Market Debt at Allianz Global Investors, the EUR 387 billion asset (...)

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Opinion China A-shares inclusion in MSCI indices to redefine emerging market investing

The MSCI approval of China A-shares inclusion in their benchmark Emerging Markets and ACWI indices is likely to redefine the way investors invest in emerging markets according to ETF Securities, one of the world’s leading, independent providers of Exchange Traded Products (...)

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Innovation BlackRock has expanded its Asian equity fund range by launching the BlackRock Global Funds (BGF) China Flexible Equity Fund

The Fund is designed to enable a growing number of investors seeking to access opportunities in both onshore (A-shares) and offshore (H-shares, Red-chips, P-chips, American Depositary Receipts [ADRs], etc.) Chinese equity markets without having the need to allocate to two (...)

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Strategy China in Africa

China’s burgeoning economy is demanding more and more natural mineral resources whether it is oil, copper, nickel, gold, and so on. Looking further into the future, the demands of China’s more sophisticated diets means that imports of food will be increasing as (...)

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Opinion Reasons to like emerging markets

Risks to EM equities and bonds have increased since the U.S. election, with the incoming Trump administration’s policies on trade uncertain. Yet a cyclical growth pick-up benefitting EMs outweighs these risks for now, we believe, and supports selectively investing in EM (...)

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Opinion Asian Dividend Income: cautiously optimistic in 2017

Michael Kerley and Sat Duhra, Co-Managers of the Henderson Asian Dividend Income Strategy, provide their outlook for 2017. While macro events will continue to dominate markets, Asia’s strong potential for dividend growth remains the key reason why investors should remain (...)

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Innovation TIMCO has launched The Bangladesh Fund

The Bangladesh Fund offers global investors access to the Equity (DSE-Dhaka Stock Exchange) and Fixed Income markets of Bangladesh, one of the fastest growing economies in the world with GDP growth consistently above 5% since 1990, with growth currently around (...)

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Strategy Inflationary pressure is not a threat to growth in emerging markets

Inflationary pressure has grown during the past months due to excess demand, excess lending, lack of supply, increasing costs for energy and a rise in food prices.

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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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Strategy Frontier markets no riskier than emerging markets

According to new Research Foundation of CFA Institute book, Frontier Market Equity Investing: Finding the Winners of the Future, valuations are more attractive and, therefore, opportunity for future returns is greater in frontier (...)

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Strategy Fed, Oil, yuan: towards a triple capitulation?

The first few days of the year were particularly challenging for capital markets. Further incertitude regarding the strength of the US cycle and the possibility that the Chinese economy is weathering a heavy depression drove risky assets lower, bucking the traditional (...)

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Opinion Brazil : Political risk is back

Just as political risk seemed confined to developed markets, Brazil sent a stark reminder yesterday that presidential upheavals are not something buried in Emerging Markets’ past.

Focus

Strategy Africa, the emerging market story of the next decade ?

According to Mark Mobius, Africa could represent a tremendous opportunity for investors in the next few years. The continent is well known for its wealth of natural resources, much of it barely developed, which includes oil and gas and a variety of metals and minerals, as (...)

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