Highlights

April 2021

Opinion Turkey – Here we Go Again

What does the appointment of the fourth central bank governor in less than two years mean for investors in Turkey? As have we have seen in the press, and to everyone’s surprise, last week the Turkish government replaced central bank chairman Naci Agbal, just four and a half (...)

Opinion

Have emerging markets lost their mojo?

Opinion

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

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December 2019

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

Over the past twelve months, the US/China trade dispute has dominated headlines and commanded a considerable slice of the world’s attention. Yet, while any breakthrough would be significant for investors and positive for sentiment in Emerging Markets (EM), we think there are (...)

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.

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Interview Jean-Sébastien Debusschere : « The philosophy of the fund is to purchase and operate the forests around the world. »

Jean-Sebastien Debusschere, CIO of Fourwinds Capital Management explains the strategy of its fund focused on an original approach: forest investment.

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Interview Jürgen Maier: «Emerging Markets will continue to become more and more important for the global economy and capital markets »

According to Jürgen Maier, fund manager in the team «Emerging Markets Equities» at Raiffeisen Capital Management, Emerging Markets have weathered the economic crisis and will remain competitive thanks to massive investments in infrastructure in the years to come and enormous (...)

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Opinion Maarten-Jan Bakkum’s take on Egypt

By ousting President Morsi the Egyptian army prevented a violent climax in the battle between opponents and supporters of the president. In the past year, the Morsi administration has not been able to make any progress in solving the huge economic and social problems in the (...)

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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.

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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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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)...

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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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Strategy Results and Prospects in Emerging Markets

Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.

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Opinion Global Emerging Markets Equity 2016 Outlook

According to Ross Teverson, Head of Global Emerging Markets, finally, it is worth noting that, today, emerging market valuations - in terms of price to book ratios - are relatively depressed versus history. At times when valuations have been at or around these levels, strong (...)

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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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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 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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Opinion Fitch: China Policy Shift Prioritises Growth Over Debt Problem

Chinese government directives last week concerning local government debt signal a potentially significant policy shift to prioritise growth over managing the country’s debt problem, says Fitch Ratings.

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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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Opinion The emerging markets irony

The lesson to take from this price action is that the “decoupling” arguments should be treated with a healthy dose of scepticism, and any move into global recession would be damaging for the asset classes.

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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