ING IM contrarian reduction in EM allocation
ING IM has reduced its emerging market asset exposure as equitiy fund flows into the region turned negative for the first time in six months.
Brics
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bric economies to crumble warns capital economics
The factors underpinning the rapid growth of the so-called Bric nations are likely to weaken further in the coming years, research by Capital Economics suggests.
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em acronyms and volatility headaches
FYI the BRIC acronym seems to have taken a back seat to GEM in recent months, but should it be left to RIP?
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pa analysis imf and g7 to reform
Given Jim O’Neill’s updated – and more bullish – views on the emerging-now-growth economies of the BRIC countries, it is time for the IMF and similar bodies to change the way they are structured to reflect this.
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brics and rising stars are future growth economies
Jim O’Neill says the BRIC countries and other “rising stars” should take over from the current economic power-houses that are simply members of groups like the G7 for historic reasons.
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PA ANALYSIS: Indices are poor but funds are poorer
Funds in the IMA sector failed to keep pace with the two major indices with positive Q2 numbers.
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Gibson sells out of India in favour of Brazil
Simon Gibson explains why he has swapped around between his targeted BRIC holdings.