China GDP surprise does little to lift markets
China announced higher than expected gross domestic product growth of 6.9% overnight, but markets in the United Kingdom and elsewhere in Europe were unimpressed.
Emerging Markets
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Harris: Unwind of long dollar trade will be “violent and sustained”
A weakened dollar will be a boon for commodities, despite ever present deflationary threats in the global economy, according to City Financial’s Mark Harris.
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Negative markets, sentiment drag down Ashmore AUM
Net outflows across the board helped to drag assets under management down by $7.8bn in the three months to September 2015, Ashmore reported on Thursday.
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PA CONGRESS 2015: EM opportunity all about lots of little bets
Emerging markets currently face a wall of negative sentiment and some very real risks, but according to Josh Crabb, head of Asian equities at Old Mutual Global Investors, there are also some very real opportunities.
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The market is under-pricing the path of US rates – H2O
The risks from a hike in US rates have not played a key role in the emerging market sell-off seen this year, says Thomas Delabre, emerging market fund manager at H2O, an affiliate of Natixis Global Asset Management
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China bounce-back expected by half of advisers
One in two advisers anticipates an emerging markets bounce-back, with China in particular expected to recover from its slowdown, according to a survey from Cofunds.
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FACTOR FIVE: Ways to play EM arrested development
In this week’s edition of Factor Five, Tilney Bestinvest’s Ben Seager-Scott picks the best routes into the increasingly challenging emerging markets spectrum.
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Late Fed rate rise set to open up EMD opportunities – Fidelity
The Fed should not raise interest rates now, says Fidelity’s Eugene Philalithis, but when they do it could throw up compelling opportunities in unloved asset classes.
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RWC adds UCITS vehicle to EM offering
RWC Partners has broadened its emerging markets offering into the UCITS space with the unveiling of a long-only equities vehicle.
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PA ANALYSIS: Emerging markets, emerging strategies
Strengthened fiscal policy, tax system reforms and infrastructure spending are big promises coming from the Chinese Ministry of Finance this week, but will this be enough to tempt back investors back?
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Ashmore shares climb despite shedding 21.5% of assets
Ashmore Group has shed 21.5% of its assets under management over the past year as investors shunned emerging markets, the company reported today.
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Ashmore founder Booth launches EM boutique
Ashmore Group founder Jerome Booth has launched an emerging markets-focused boutique asset manager.
