Plenty of stock picking opportunities in EM
Emerging Markets are bringing a range of hot stock picks to the table.
Asia
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china growth slows in fourth quarter
China’s fourth quarter GDP figures showed growth slowing slightly, but they remained ahead of market expectations.
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Wages and consumption to underpin growth in Asia
Market sentiment in Asia appears to be improving‚ albeit with one cautious eye on tapering in the US.
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Hermes hires Asia-expert Diego Mauro
Asia expert Diego Mauro has joined the emerging markets team at Hermes.
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Alquity raids FandC for head of Asian equities
Alquity Investment Management has hired Mike Sell from F&C as head of Asian equities to manage Indian Subcontinent and Asia funds.
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experience says now is not the time for Asia
Avoiding an impersonal, tick-box mentality is key to TAM's fund picking while experience in managing money in Asia has taught the team that now is not the time to invest there.
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Prusik stems Asian Eq Inc flows with 3 charge
Prusik Investment Management has added a 3% temporary front-end charge to its Asian Equity Income fund in order to stem inflows as the fund passes $900m of assets under management.
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Few reasons for rich India valuation
We have had very little exposure to India since we launched the Asia Income Fund and still believe we can find better equity exposure within the region, writes Mark Williams, co-manager of the Asia Income Fund.
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Tulloch and Lau Asia can capitalise on weaknesses
Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.
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City Financial Asia Macro
City Financial is to launch an Asian macro fund in the first quarter of 2014 to be managed by Geoffrey Barker in a joint venture with the group's Hong Kong subsidiary.
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emerging europe asian crisis of late 90s
The noise traders remain obsessed with tapering with their spokespeople queuing up this week to say that the Fed had lost credibility, which is market speak for the Fed not acting in the way I had positioned my book.
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Aviva targets diversity
Aviva Investors has launched an Asian High Yield Bond Fund aimed at investors looking to diversify their fixed income holdings and to generate higher average returns.