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

Archives

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November 2012

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 (...)

November 2012

Strategy Emerging Europe poised for sustainable long term growth

Although very different on a country-by-country basis, ING IM predicts that, collectively, Emerging Europe is set to benefit from a desire to advance regulatory enhancements, push ahead with economic liberalisation and pursue privatization (...)

October 2012

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...

October 2012

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 (...)

October 2012

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?

October 2012

Strategy Africa: Kenya’s Mobile Frontier

When we first started out in the emerging markets space more than two decades ago, we were in “frontier” territory as we entered markets such as Indonesia, Thailand, Turkey and Brazil that were previously closed to foreign (...)

September 2012

Note Fitch Affirms Ghana at ’B+’; Outlook Stable

Fitch Ratings has affirmed Ghana’s Long-term foreign and local currency Issuer Default Ratings (IDR) at ’B+’ with a Stable Outlook and Short-term foreign currency IDR at ’B’. The agency has also affirmed the Country Ceiling at (...)

August 2012

News China Steel - Overproduction and Lower Prices to Persist

China’s steel industry output continues to rise notwithstanding slowing economic growth, falling prices for steel, and poor profitability at the steel mills. Fitch Ratings believes this paradox can be explained first by the larger steel mills’ priority of maintaining economies (...)

August 2012

News SMEs switching to Renminbi for Chinese business according to DB survey

In spite of increasing volatility in foreign exchange markets, only around half of companies that were surveyed hedge foreign exchange risks in Renminbi transactions...

August 2012

Opinion Beware the dangerous emerging market ‘grand narrative’

The emerging markets (EM) ‘grand narrative’ that you hear constantly churned out is at best misleading and at worst dangerous...

August 2012

Interview Florence Marty and Olivier Hakim : « Our strategy is based on the dynamism of emerging countries without local currency volatility »

Management philosophy, sectoral and geographical distribution, growth in emerging countries ... Florence Marty and Olivier Hakim, portfolio managers at LBPAM Actions Euro Focus Emergent reveals the strategy of the fund performing 13.80% at end June (...)

July 2012

Strategy European companies are becoming ever more ’global’

There is a clear distinction between the travails of the eurozone and the prospects for successful, ’world beating’ European companies. I think that the world has changed: in recent years, European companies have become much more global and more than ever, the quality of the (...)

February 2012

Strategy Asian debt now a mainstream asset class

Investors should view Asian debt as a mainstream asset class and not simply as a subsection of the global bond universe, according to Chia-Liang Lian, manager of the Legg Mason Western Asset Asian Opportunities (...)

January 2012

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 (...)

December 2011

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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People Moves Jupiter appoints Alejandro Arevalo to build emerging market debt strategy

Alejandro, who has more than 18 years’ experience of investing in emerging markets, will join Jupiter as a fund manager later this year from Pioneer Investments, where he has worked for four years as an emerging markets corporate debt portfolio (...)

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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

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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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Strategy Dollar strength

According to John Chatfeild-Roberts, CIO of Jupiter Asset Management, over the past decade, we have seen several longer term trends play out, from swift urbanisation in developing nations to technological advances everywhere. Changes in currency trends have also had an (...)

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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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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...

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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