Highlights

October 29

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 12

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 3

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 24

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 16

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 19

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 14

Opinion Vietnam & Cambodia - Asian frontiers on the front foot

February 8

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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Opinion India’s “Goldilocks moment”

A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just (...)

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News IFC Issues First Masala Bonds in London, Attracting International Investment for Infrastructure in India

IFC, a member of the World Bank, issued a 10-year, 10 billion Indian rupee bond (equivalent to $163 million) to increase foreign investment in India, mobilizing international capital markets to support infrastructure development in the (...)

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Opinion 2017 outlook: China equities

Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver (...)

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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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News Emerise, emerging markets investors: Natixis Asset Management’s new Singapore-based division dedicated to emerging markets

Emerise manages a range of emerging markets equity funds to offer investment solutions combining long-term growth and portfolio diversification.

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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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Strategy Two big macro themes the strategic investor should be looking at

The two big macro themes that investors should keep in mind are those of deleveraging and rebalancing. There has been a ream of insight written about fiscal sustainability over the past three years, but the most important question lies in whether there will be an offsetting (...)

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Opinion East Asian Onshore Markets To See Most AUM Growth

Fitch Ratings expects growth in asset under management (AUM) to be higher in the years to come in emerging Asia (China, Indonesia, Malaysia and Thailand) than in mature markets such as Singapore, Hong Kong, Taiwan and (...)

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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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Opinion Asia’s new middle class gets mobile

“China’s huge, new and affluent middle class have broadened their horizons. Getting access to the best healthcare, education and tourist destinations is at the top of their priority list and they are keener than ever to travel overseas to find them.” Jason Pidcock, manager of (...)

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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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Opinion Technology stocks a compelling investment opportunity

Frank Gannon, principal and assistant portfolio manager at Legg Mason affiliate, Royce & Associates, believes discounted technology stocks currently offer investors a compelling investment opportunity...

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Interview Mark Mobius « numerous emerging markets companies are still undervalued »

According to Mark Mobius, one of the most recognized expert in emerging markets, many emerging economies are forecast to grow by considerably more than developed markets, even taking the current economic climate into (...)

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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 Indian interest rates may likely to fall soon

With disinflationary pressures building in India, it may only be a matter of time before interest rates start to fall materially.

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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