Highlights

September 18

Opinion Is South Africa the Next Currency Crisis?

2018 has been marked by various emerging market crises. From Turkey to Argentina, confidence has eroded, resulting in bond and currency chaos. There is a growing focus on South Africa, and our analysis suggests that will (...)

Opinion

Reform is the secret of India’s growth

Opinion

Pakistan: Balancing risks and rewards

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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 (...)

May 2017

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.

May 2017

Opinion Brazil’s stockmarket and currency have fallen sharply on concerns about a new political crisis in Latin America’s largest economy

According to Matthew Vaight, Manager of M&G Global Emerging Markets, investors are worried that the revelations could lead to political turmoil and jeopardise the government’s plans to revive the Brazilian economy...

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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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Note The impact of commodity prices on Emerging Markets

In the report, Nomura’s researchers highlight five channels through which emerging market economies are affected by lower commodity prices: Merchandise trade, CPI inflation, profit margins, fiscal positions, and GDP growth to assess the winners and losers in the Emerging (...)

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News QNB acquires a 12.5% stake in Ecobank Transnational Incorporated, the leading pan-African bank

QNB, “One of the World’s Strongest Banks” has today announced the acquisition of a 12.5% stake (both ordinary and convertible preference shares) in Ecobank Transnational Incorporated.

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News John Paulson has lost nearly $ 500 million betting on Sino-Forest

Paulson & co and many other fund management companies have been caught by the markets after the revelations about Sino-Forest real wealth. Is it a lesson taught to the funds invested in shares of companies expected to capture growth in emerging markets (...)

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Opinion Investing in Africa is not as risky as you might think

African equities are perceived to be very risky. But the surprise conclusion of new Robeco research is that the volatility of African equities overall is lower than in the other emerging markets regions.

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Opinion All eyes on Brazil !

According to Daniel Isidori, fund manager at Threadneedle Investments, the Brazilian companies most affected by the upcoming election are state owned and rather than taking exposure to all of them, he suggests to have a small overweight in the energy giant (...)

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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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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.

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Note Signs of global liquidity tightening for emerging markets

Global liquidity conditions may have begun to tighten for emerging market economies (EMEs), according to updated data from the Bank for International Settlements. BIS General Manager Jaime Caruana detailed highlights from the latest global liquidity indicators, a measure of (...)

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News Nomura Asset Management launches in Middle East

Japanese fund manager Nomura Asset Management (NAM) has launched an office in Dubai International Financial Centre (DIFC) as part of its ongoing commitment to the Middle East.

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Note The Yuan - will it soon become a reserve currency ?

Whilst several experts estimate the that it will still be about ten years before the status of the yuan changes to that of a reserve currency, the exchange agreement between Japan and China which replaces the dollar with the yen or the yuan, for bilateral trade, could (...)

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News Capital outflows from Russia are manageable

According to Fitch, capital outflow from Russia has increased sharply in the 4th quarter, but does not currently seem high enough to affect the country’s BBB rating...

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Opinion « Currency war », return of protectionism: threats and opportunities!

An analytical report by Jacques Tebeka, Head of Diversified Multi management at Edmond de Rothschild Investment Managers

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Opinion China goes for ’gently does it’

Chinese economic reforms continue, but the authorities are going about it carefully. After all, they don’t want to risk missing their growth targets. Oil-price declines and the US growth recovery are providing some welcome wind in China’s (...)

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Innovation Source and Ashmore jointly launch the first actively managed european Exchange-Traded Funds to provide emerging market fixed-income exposure

Source, an investment firm and one of the market-leading European providers of Exchange Traded Products (ETPs), and Ashmore, a specialist, active investment manager with more than 20 years’ experience in Emerging Markets, have partnered to launch the first funds in Europe (...)

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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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