em credit improved relative to developed economies
Jan Dehn, head of research at Ashmore, discusses the increase in the emerging markets fixed income universe and highlights the relevance of this for developed economies.
Ashmore
-
-
PA ANALYSIS India is it time to buy
Following a positive market rush after elections, India is a wild card depending how investors choose to play it.
-
Beware the investment bandwagon
The bandwagon, while powerful, often result in an over-simplification of complexity and the erasure of nuances, in effect commoditising ideas argues Jan Dehn.
-
PA ANALYSIS Russian roulette
Few contrarians are willing to put a gun to their head in what is appearing to be a game of Russian stock market roulette.
-
EM specialist Ashmore posts 3bn outflow
A low-margin overlay theme at the end of the quarter was a key driver of net outflow, according to the firm.
-
EM specialist Ashmore hit by year end outflow
Weak performance by emerging markets hit specialist investor Ashmore according to its half-year interim results.
-
Ashmore sees a return to rationality
Going into 2014 a stronger US and EM crisis were the key market drivers – both now appear to be unwinding
-
Colombia the new EM investment pick
Investors are making the case for non-state-controlled companies in resource-rich Latin America
-
PA ANALYSIS Whatever happened to Chindia
A few years ago, the worst portmanteau ever was created – Brangelina. The investment equivalent is another one that sticks in the craw – Chindia – though thankfully this one has largely disappeared from use.
-
ashmore granted licence to invest in china
Ashmore has become the first fund manager outside of Hong Kong to receive a licence which will allow it to invest in Chinas domestic securities market.
-
Bernanke signals dollar weakness ahead
Jerome Booth argues that the large dollar reserves built up by emerging market central banks means the fate of heavily-indebted developed countries' currencies rests in their own hands.
-
ashmores equity funds drag aum south
Ashmore Group saw assets under management fall 3.3% to $63.7bn in the quarter ended 30 June, due to outflows of £0.6bn and adverse investment performance of $1.6bn.
