Five of the best EM investment trusts
The days of the all-encompassing generalist emerging markets fund may be over, with investors looking to more country-specific vehicles this time around. But which are the best?
China
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Your cut out and keep guide to the changing
From the UAE to Singapore, the asset management industry is witnessing huge regulatory change. Here KPMG provides a concise breakdown of what you need to know.
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Is it time to re-draw the EM categories
MSCIs recent decision to remove South Korea and Taiwan from its review list and exclude Chinas A-shares from its EM index raises a few questions about how we should be thinking about emerging markets.
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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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quality and quantity of China growth
Michael Hasenstab looks at China’s falling growth during the year ahead as well as the rise in its quality and how it translates into investment opportunities.
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China may be financial accident waiting to happen
Stalling growth in China is fuelling concerns of a negative impact on the global economy.
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BlackRock receives RQFII license
BlackRock Asset Management North Asia, a subsidiary of BlackRock, has received its first Renminbi Qualified Foreign Institutional Investor (RQFII) license by the China Securities Regulatory Commission.
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Pax Economica era could keep the pace
With a newly assertive China upsetting its neighbours and an aggressive Russia invading Crimea, some are wondering whether Pax Americana will lose its influence.
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Twoedged sword China remain opportunity and threat
A selective approach to identifying the winners from the growth in China is required and it is important not to just buy the China effect.
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is enviro friendly China a credible investment
As China goes through its shift of emphasis to a new-look, domestic-focused economy, clean energy is emerging as a theme within its government’s push to a ‘Beautiful China’. But how good is this for investors?
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EM equity fund selector historically low
Appetite for emerging markets equities is approaching the lows recorded in mid-2011.
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The side effects of China slowdown
Is a 7.5% GDP forecast for China too optimistic, or still impressive given the meagre growth seen in the developed world?
