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.
Emerging Markets
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Templeton EM trust undershoots benchmark
Templeton Emerging Markets Investment Trust has announced its net asset value is down 14.6% on the year to 591.8p per share.
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Downbeat World Bank could temper EM
Warnings from the World Bank on the level of economic growth and speed of reform in the developing world may make investors think twice about rushing to boost emerging markets allocations.
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Korea Taiwan no longer in running MSCI
According to MSCI the two countries have been removed from the review list for reclassification as developed markets because of an absence of progress on outstanding areas of concern.
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opportunity in small midcaps lazard paul rogers
Contrary to the large-cap trend in developed markets, the emerging market is offering opportunity in small and mid-caps.
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BlackRock launches two new ETFs
BlackRock has launched new emerging markets and US equities exchange-traded funds on the London Stock Exchange.
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Are the days of GEM numbered
As the saying goes, ‘none but the brave deserve the fair’. As far as investors are concerned, perhaps it is better said that only the bravest should persue the fair-valued market.
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EM increase planned by three in five managers
Three in five London-based wealth managers and financial advisers are planning to raise allocations to emerging markets, BlackRock says.
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PA ANALYSIS India is it time to buy
Following a positive market rush after elections, India is a wild card depending how investors choose to play it.
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three expert views on asia stock valuation
Asian stocks may look cheap, but what to make of valuations?
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SLI mulling shift from US equities to EM
Standard Life Investments next shift in its tactical asset allocation is likely to be a cut in its US equities weighting in favour of an increase in its emerging markets allocation
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Jupiter appoints Teverson
Ross Teverson has left Standard Life after 15 years to take up the newly created position at Jupiter and will be replaced by Matthew Williams.
