From marketing slogan to political alliance: Can BRICS challenge the status quo?
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
Rising commodity prices and assurance of continued low interest rates saw emerging market equity funds welcome fresh inflows for the seventh week running, their longest winning streak since last September.
BRICs can still be a part of investors’ broader emerging markets exposure, according to Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management.
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
A simplistic thematic take on the Bric story is no longer enough.
Any position in broad emerging markets based on valuation is to a large extent a view on Chinese financials and Russian energy stocks, according to Schroders’ Johanna Kyrklund.
Allianz’ emerging markets manager Lu Yu says secular growth story is dead but Macau casinos will move higher
The concept of describing emerging markets as acronyms may work well for economic analysis but it is stock valuations that are key to GEM investing right now.
Allianz Global Investors has launched Emerging Markets Equity Opportunities fund, a Luxembourg-domiciled vehicle for Bric Stars manager Kunal Ghosh and his eight-strong San Diago-based team.
New year, new acronym. But is ‘Mint’ really such a breath of fresh air, or just another waft of hot air?
John Husselbee, CEO of North Investment Partners, takes a look at the challenges faced by emerging markets year to date and the issues these economies face looking forward.
Weaker consumption and sluggish manufacturing pulled GDP growth in China back during the first quarter of 2013, from 7.9% in Q4 2012 to 7.7%.