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 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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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 (...)

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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 Renminbi depreciation, an unexpected but welcome move

The depreciation of the Chinese currency took many investors by surprise. And a surprise it was, although not necessarily a negative one, says Victoria Mio.

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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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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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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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News Rouble, Rates Moves Heighten Russian Economy Risks

Risks to Russia’s economy in 2015 have been increased by this week’s extreme volatility in the rouble and the sharp rise in interest rates, Fitch Ratings says.

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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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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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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 The hunt for yield: Eastern Europe

With yields on government bonds currently at near-zero levels in developed markets, income-hungry investors might be more willing to consider alternative ways to diversify their income stream, says Colin Croft, manager of the Jupiter Emerging European Opportunities (...)

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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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News iShares JPMorgan $ Emerging Market Bond Fund surpasses $1 billion in AUM

The fund has seen over $700 million in inflows year to date...

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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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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 (...)

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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