Highlights

April 1

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 2011

Opinion Russia is not Egypt (yet)

After Egypt, Russia is the second country where capital flight has been significant this year. Now Russia has a tradition of strong capital flight. Ever since the collapse of the Soviet Union, there have been only a few quarters without a net capital (...)

November 2011

Opinion On debt watch: why China can’t save the world

As China faces up to its debt problems investors should be poised for turbulence and opportunity, writes Robin Parbrook, Head of Asia (ex Japan) Equities.

November 2011

Note The dynamic of the yuan

According to Phillippe Waechter, Head of Economic Research of Natixis Asset management, the evolution of China is extremely rapid, and both its accumulation of foreign reserves and its capability to destabilise or stabilise global constructions is (...)

October 2011

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 (...)

October 2011

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.

October 2011

Innovation DWS Investments launches DWS Invest Emerging Markets Top Dividend Plus in France

The DWS Invest Emerging Markets Top Dividend Plus fund offers an emerging market equity strategy combined with the opportunity for current income

October 2011

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.

October 2011

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 (...)

September 2011

Opinion « Surprising Russia »

Based on the experiences of recent years, there are few stock markets that are more risky than Russia’s. After the Brazilian and South African market, the Russian market has been the most sensitive to increasing risk aversion among investors since the market correction of (...)

September 2011

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 (...)

September 2011

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 (...)

September 2011

Innovation BlackRock expands Equity Income range with launch of Emerging Markets Fund

The BGF Emerging Markets Equity Income Fund seeks to generate a minimum yield 30% above the benchmark index yield.

September 2011

Opinion Emerging market bonds still looking good

In light of the difficult circumstances surrounding the equity markets, investors are hunting around for alternatives. Unfortunately, savings-book interest rates are limited, as are the returns from safe developed-country government (...)

August 2011

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.

July 2011

Note What is penalizing the industrialized countries?

The dynamics of Western countries are inadequate because, two years after leaving the recession behind, their economies still seem unable to implement a sturdy, autonomous trajectory of growth, explains Philippe Waechter, chief economist at Natixis (...)

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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 (...)

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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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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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Note EDHEC-Risk Institute Study Highlights the Inefficiency of Asian Stock Market Indices

In a study entitled “Assessing the Quality of Asian Stock Market Indices,” researchers at EDHEC-Risk Institute have reported results for 10 major Asian stock market indices over the past decade.

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Opinion « Surprising Russia »

Based on the experiences of recent years, there are few stock markets that are more risky than Russia’s. After the Brazilian and South African market, the Russian market has been the most sensitive to increasing risk aversion among investors since the market correction of (...)

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Strategy Further consolidations expected in China’s soft beverages market

There is likely to be a wave of consolidations in China’s beverages market as it responds to the USD 5 billion alliance of Tingyi and PepsiCo, according a report from Rabobank. Smaller, ‘second tier’ beverages players will be affected most by the new alliance, as they struggle (...)

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Innovation Pictet Asset Management adds Asian market neutral fund to Total Return fund range

Pictet Asset Management has expanded its Total Return fund range with the launch of PTR-Phoenix, an equity market neutral fund investing in Asia.

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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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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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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 (...)

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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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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 How will China’s devaluation impact eurozone equities ?

China’s central bank has taken steps to devalue the renminbi. The initial direct impact on eurozone equities is fairly limited but certain sectors and companies have more pronounced exposure...

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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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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 (...)

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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