pa analysis confident are investors in china
China’s second quarter growth figures showed a pick-up, but how confident are investors about this small rebound?
Emerging Markets
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longterm concerns in ecommerce ipo fidelity
E-commerce company Alibaba is gearing up for what is likely to be the biggest IPO of the year but Fidelitys fund manager Nick Price is not about to buy stocks.
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em credit improved relative to developed economies
Jan Dehn, head of research at Ashmore, discusses the increase in the emerging markets fixed income universe and highlights the relevance of this for developed economies.
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asia becoming a stockpicker market
Since formally taking over Anthony Boltons China Special Situation Fund, Dale Nicholls has started to make changes to the fund.
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I would refuse to run a benchmark fund Hyland
Muzinich's Warren Hyland explains why he is so adamant that following a benchmark for his investors is not the way to run his emerging market proposition.
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Beware China s skeletons in the closet
Miles Geldard, head of fixed income and multi-asset at Jupiter Asset Management, tells Gary Shepherd to expect more defaults in China, after its years of investment boom and credit creation.
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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?
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Identifying the risks is half the battle
According to John Redwood, while there is plenty to worry about, there is as yet no one dominant fear to bring the markets crashing down.
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Pa analysis is India still an investment story
Indian stocks rallied on the news of Prime Minister Narendra Modis election in May, but was the market too positive on the economy?
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EM debt the lesser evil for European
Appetite for EM debt is returning after an exodus last year that was sparked by the start of Fed-tapering talk.
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Fundsmith raises 193m for EM trust
Fundsmith has raised £193 for its Emerging Equities Trust and will list it on the London Stock Exchange from tomorrow.
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Barings says Nigeria is now top frontier market
Barings has said Nigeria is now the leading frontier market for investors to target
