EM grace under pressure by SWIP
Emerging economies are under renewed pressure, as SWIP’s chief economist walks through the scenarios
Emerging Markets
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BlackRock tips India Turkey and Indonesia
BlackRock said in spite of problems facing the emerging markets, over and above those stemmed from the Ukraine, it had identified some select opportunities in fixed interest.
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Allianz GIs Yu Still betting on Macau
Allianz’ emerging markets manager Lu Yu says secular growth story is dead but Macau casinos will move higher
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Schroders Botham India could grow 5pc
Schroders is expecting a modest pickup in Indian growth, reaching 5% this year.
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The hottest markets in the Next-11
A look outside the developed world brings huge opportunity for investment but also for innovative new collective terms and acronyms for various countries with shared characteristics, however tenuous.
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PA ANALYSIS GEM stock value not country surpluses
The concept of describing emerging markets as acronyms may work well for economic analysis but it is stock valuations that are key to GEM investing right now.
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JPM EM trust cuts fee against underperformance
A hard-hitting year for emerging markets has impacted the JPMorgan EM trust, according to latest half-year results.
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Ignis strips pair of non-core funds from offering
In the wake of switching its SICAV range from Dublin to Luxembourg, Ignis is discontinuing two smaller funds.
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EM specialist Ashmore hit by year end outflow
Weak performance by emerging markets hit specialist investor Ashmore according to its half-year interim results.
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PA ANALYSIS Africa equity story for investors
Investors seeking to diversify emerging market portfolios may be able to tap into growing equities in Africa.
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em important tool in income portfolios
Combining emerging market asset classes could yield profitable returns for investors, latest research by JP Morgan Asset Management reveals.
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A stock pickers market emerging in 2014
As the bearish mood around EM continues into 2014, it might be time to hunt for some hidden stock opportunities