New data show EM confidence pickup
Investor confidence in emerging markets up sharply according to data from Lloyds
Emerging Markets
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OMGIs Ventre tips EM amid his deja vu
OMGI's head of multi-asset draws comparisons with TMT bubble as he tips EM for well-priced growth prospects.
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PA ANALYSIS EM turnaround talk getting louder
Whispers that now is the time to take a fresh look at emerging markets appear to be developing into shouts this week
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Aberdeen reports outflows of 8 8 bn
Aberdeen reports net outflows for the six months to 31 March of £8.8bn, citing difficulties in emerging markets as the major factor
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higher risk emerging markets Titherington
You would expect an emerging market CIO to big-up emerging markets but the contrarian point JP Morgan AM’s Richard Titherington makes is a good one – buy before EMs become obvious “because the obvious thing is almost always wrong”.
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Schroders snaps up new EM corporates manager
New hire joins after near on four years at Deutsche Bank Securities
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PA ANALYSIS wealth managers emerging markets
Apparently, wealth managers are turning their attention back to emerging markets - are they mad?
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EM debt more appealing than high yield
Swiss & Global sees value in EM debt
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Chinese financials Russian energy stocks in common
Any position in broad emerging markets based on valuation is to a large extent a view on Chinese financials and Russian energy stocks, according to Schroders’ Johanna Kyrklund.
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currency the doorway back into Indian equities
A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
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Neuberger Berman launches EM debt fund
Firm expands UCITS offering
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Emerging markets key to global growth Barnett
Mark Barnett says uncertainty over the strength of economic growth in emerging markets, particularly China, is not supportive for global growth.