Emerging Markets

  • Monsoon season won't wash away opportunity in India

    Monsoon season won’t wash away opportunity in India

    India’s rise in recent years to become the world’s fastest-growing large economy means that the following may come as a surprise to investors who aren’t familiar with the country: the weather has a profound effect on India’s economy, in numerous ways.

  • EM looks better on a relative risk basis now – NN IP

    EM looks better on a relative risk basis now – NN IP

    NN IP has increased its exposure to emerging markets from neutral to medium overweight due to growth, earnings momentum, risk profile and valuations data.

  • BlackRock adds new strategic bond fund to fixed income arsenal

    BlackRock adds new strategic bond fund to fixed income arsenal

    Blackrock has launched a strategic bond fund to satisfy investor demand for “macro liquid strategies” in an increasingly challenging time for the fixed income sector.

  • Unilever’s sales surge held back by currency crosscurrents

    Unilever’s sales surge held back by currency crosscurrents

    Unilever announced a 4.7% lift in underlying sales in the first half of the year, the consumer goods giant said on Thursday.

  • PA Congress Insight: A GEM contrarian who takes Nigerian banks seriously

    PA Congress Insight: A GEM contrarian who takes Nigerian banks seriously

    An ‘extraordinary period of monetary experiment’ is a risky backdrop for any emerging market strategy to invest in but Henderson’s Glen Finegan takes solace in a long-term contrarian view that throws up plenty of opportunities.

  • PA ANALYSIS: Don’t forget the trouble in China

    PA ANALYSIS: Don’t forget the trouble in China

    As Brexit fatigue tightens its grip on us all, particularly those who have been writing about it for a living, and the United States gets going with its election, things have been suspiciously quiet on the China front.

  • EMD remains a great long term investment – Neuberger

    EMD remains a great long term investment – Neuberger

    Despite worries that current market stress could result in significant outflows from emerging markets in the short term, for Neuberger Berman’s fixed income CIO, Brad Tank, emerging market debt remains a fantastic place to invest over the longer term.

  • JPM sees modest Brexit impact on EMs

    JPM sees modest Brexit impact on EMs

    The macro drivers for emerging market equities are largely unaffected by Brexit according to JP Morgan, and the firm maintains its overweight.

  • PA ANALYSIS: Investors in wait-and-see mode as data give few hints

    PA ANALYSIS: Investors in wait-and-see mode as data give few hints

    Financial markets have lacked direction in recent months, with the main equity indices all very close to where they were at the start of the year. Macroeconomic data are not strong enough to reinvigorate the bull market, yet not sufficiently weak to stoke fears of recession.

  • Baring ups Asian EM exposure

    Baring ups Asian EM exposure

    Baring Asset Management’s multi asset group has increased its exposure to emerging Asian markets for the first time in years and upgraded the asset class from a neutral to preferred.

  • Positive developments luring investors back into EM – Pictet

    Positive developments luring investors back into EM – Pictet

    Positive developments such as evidence of an underlying improvement in industrial production and exports in Asia are luring investors back into emerging markets, said Pictet Asset Management’s chief strategist Luca Paolini.

  • What are Russia portfolio managers missing?

    What are Russia portfolio managers missing?

    The MSCI Russia Index has been positive for 18 months while Russia-focused mutual funds have stayed negative.