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 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 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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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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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 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 (...)
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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 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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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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Strategy Frontier markets: what’s in a name?
When considered on their own merits, and approached with the same care and due-diligence as any other emerging market investment, frontier markets can provide valuable diversification potential, says Franklin Adatsi, member of the Global Emerging Markets team at Jupiter (...)
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Strategy Outperforming in Asia with boots on the ground
Arnout van Rijn and Victoria Mio attribute the success of their flagship equity strategies to opening an office in Hong Kong in 2008, enabling local access to the companies in which they invest. They previously managed the strategies as part of the emerging market equities (...)
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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 Emerging Markets: Another Year, Another Opportunity
Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last (...)
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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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