Highlights

May 19

Opinion Have emerging markets lost their mojo?

Emerging markets have never really been a wallflower in the world of capital market news. Even with this said, however, the past three years have been fairly extreme in terms of the range of events that have played out in the asset class, and the persistent and overwhelming (...)

Opinion

The year of the rat: China’s Economy is strong but investors need to be on their guard

Opinion

Beneath the headlines: three stories that might surprise investors in 2020

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October 2019

Opinion Is Turkey’s recovery threatened by its Syrian incursion?

Until just a week ago, Turkey (against all the odds) seemed to be doing well again, said Reza Karim, assistant fund manager, Fixed Income. Inflation had come down from 25% last year to 9%. The central bank had managed to cut rates by 750bps, which restarted the debt-fuelled (...)

October 2019

Strategy VARPS: 2019 Update

GAM Investments’ Tim Love reflects on the performance of his frontier market plays, Vietnam, Argentina, Romania, Pakistan and Saudi Arabia (VARPS) so far this year and discusses the investment opportunities and risks associated with these (...)

May 2019

Opinion For the BJP

The results of the world’s largest general election were announced today after 6 weeks of voting, with around 900m registered voters casting their ballot across 543 constituencies. The incumbent Bharatiya Janata Party (BJP) won a majority of seats, which means that Modi will (...)

May 2019

Opinion After Modi’s landslide win, all eyes on what he does for the Indian economy

India’s Narendra Modi won a second term as Prime Minster after a landslide win in the general elections in the world’s largest democracy. Mr. Modi’s party BJP won a simple majority with almost 300 out of 542 seats in the Lok Sabha (India’s equivalent of the House of (...)

March 2019

News Meridiam announces the closing of the reopening of its Africa fund at €546 million, 2.5 times its initial size

Launched in 2015, for an initial amount of €207 million, the initial commitment has already been fully invested two years before the end of the investment period. At the end of this closing, it is now 2.5 times bigger than at the (...)

February 2019

Opinion China: a health warning

“China is battling slowing economic growth with a host of stimulus measures, but a US policy of containment, the rise of rival low-cost manufacturing hubs and a dwindling current account surplus call for caution,” says Jason Pidcock, Head of Strategy, Asian (...)

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 (...)

October 2018

Innovation GSAM Launches Emerging Market Equity ESG Portfolio

Goldman Sachs Asset Management (“GSAM”) has announced the launch of the Goldman Sachs Emerging Markets Equity ESG Portfolio (the “Portfolio”). The Portfolio seeks to provide investors exposure to emerging market companies which GSAM believes demonstrate strong environmental, (...)

September 2018

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 (...)

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

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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.

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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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Strategy Agricultural land rush of investment funds!

After launching products indexed to changes in prices of agricultural products, many banks and investment funds are turning now to the land acquisition...

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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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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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Strategy Africa: A continent of opportunities

As global demand for commodities continues to grow, we believe Africa is in an enviable position with its vast resources, not only minerals but also food—60% of the world’s uncultivated arable land is in Africa...

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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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Opinion China: a health warning

“China is battling slowing economic growth with a host of stimulus measures, but a US policy of containment, the rise of rival low-cost manufacturing hubs and a dwindling current account surplus call for caution,” says Jason Pidcock, Head of Strategy, Asian (...)

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Opinion Stuck between Europe and China

For investors in emerging markets, the positive dynamics in China, on the one hand, and the malaise in Europe, on the other, are causing perplexity.

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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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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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News Meridiam announces the closing of the reopening of its Africa fund at €546 million, 2.5 times its initial size

Launched in 2015, for an initial amount of €207 million, the initial commitment has already been fully invested two years before the end of the investment period. At the end of this closing, it is now 2.5 times bigger than at the (...)

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Innovation Scipion Capital launches mining & resources fund focused on Africa

The Scipion Mining and Resources Fund which is expected to deliver annual returns of over 50% is targeting international institutional and wealthy individual investors

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News BNP Paribas Investment Partners granted one of the first RQFII licenses in France and the Eurozone

BNP Paribas Investment Partners granted one of the first RQFII licenses in France and the Eurozone: Providing its clients with the latest investment avenues to China’s Onshore Markets

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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 (...)

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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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