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

Archives

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February 2015

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 (...)

January 2015

Opinion Slowing China growth to prompt further stimulus

According to Craig Botham, Economist, Emerging Markets at Schroders, China’s economy expanded 7.3% in the final quarter of last year, beating expectations and recording a 7.4% expansion for the year as a whole, but failing to meet the government’s 7.5% (...)

December 2014

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 (...)

December 2014

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.

December 2014

Opinion Indian interest rates may likely to fall soon

With disinflationary pressures building in India, it may only be a matter of time before interest rates start to fall materially.

December 2014

Strategy Spread of dividends culture

Asian companies have changed in the last 10 years. Capital expenditure is more rational, and as a result cash generation compares favourably with companies in the US and Europe. This excess cash has been used to pay down debt to the extent that many companies have net cash (...)

December 2014

Opinion Rough times for South America

Gone is the dynamic growth that propelled Latam as one of the top performing asset classes between 2010 and 2012. Just as western economies were attempting to regain their footing, following the 2008 financial devastation, South American economies were on a (...)

December 2014

Opinion Investing in Africa is not as risky as you might think

African equities are perceived to be very risky. But the surprise conclusion of new Robeco research is that the volatility of African equities overall is lower than in the other emerging markets regions.

November 2014

Opinion China is becoming middle aged, so it’s slowing down a bit

In some ways, the rise of China has been too good to be true. Its economy has grown with breakneck speed for decades (an average of 9.1% a year since 1994, with a lowest rate of 6%) – if we can believe the official (...)

November 2014

Innovation State Street Global Advisors Launches the First European ETF to Provide Short Maturity Emerging Market Bond Exposure

The new ETF, which tracks the BofA Merrill Lynch 0–5 Year EM USD Government Bond ex-144a Index, looks to reflect the performance of short-maturity emerging market government debt issued in US dollars.

November 2014

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 (...)

November 2014

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 (...)

October 2014

Strategy Five Emerging-Market Brands to Watch

Abracadabra! – here come emerging-market brands. Now that Alibaba has proved it can be done, expect to see more. Here’s a look at five possibles.

October 2014

Opinion India’s “Goldilocks moment”

A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just (...)

October 2014

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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Latest articles

Popular articles

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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 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 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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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 (...)

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Opinion Caution will be needed in emerging markets in 2017, waiting to find the right entry point

2016 has been a better year for emerging market returns after underperforming for many years. However it has been a volatile year and one has had to be an active manger, being selective, tactical and rotating between asset classes and currencies to maximize (...)

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Opinion 2017 outlook: China equities

Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver (...)

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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 (...)

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Strategy The right time to invest in emerging markets?

Complete reversal in emerging equity markets in 2016: the highly geared/cyclical/risky stocks that collapsed in 2015 skyrocketed in 2016. Where to go? In 2015, emerging markets have had stormy times. An unexpected devaluation of the Yuan, the collapse of numerous emerging (...)

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Opinion No big bang budget in India

India’s Union Budget, announced on the 28th February, broadly delivered what markets were looking for, but will have disappointed some expectations.

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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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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 (...)

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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 (...)

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Strategy Emerging Markets: Is now the right time?

After years of difficulties and underperformance, emerging market (EM) assets have the makings of a potential turn-round. Here I explain our strategists’ long-term positive view on EM currencies and bonds, using our investment strategy process focusing on the three aspects of (...)

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Opinion India: After a period of euphoria, doubts are resurfacing

According to Laetitia Baldeschi, Co-Head of Research and Strategy at CPR AM, their equity managers are therefore underweight on India within their CPR GEAR Emergents strategy relative to the MSCI Emerging index.

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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 (...)

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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