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
Brics
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Fresh EM inflows as funds continue winning streak
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.
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Goldman Sachs says BRICs still have their place
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.
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EM divergence continues to topple BRIC strategy
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.
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Consumers the key to Bric performance
A simplistic thematic take on the Bric story is no longer enough.
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Chinese financials Russian energy stocks in common
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.
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Allianz GIs Yu Still betting on Macau
Allianz’ emerging markets manager Lu Yu says secular growth story is dead but Macau casinos will move higher
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PA ANALYSIS GEM stock value not country surpluses
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.
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Allianz unveils new EM fund for Ghosh
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.
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EMs in anything but Mint condition
New year, new acronym. But is ‘Mint’ really such a breath of fresh air, or just another waft of hot air?
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Growing pains
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.
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Mixed fortunes for BRIC GDP
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%.