Frontiers set to win from EM crisis Numis
Frontier markets have significantly beaten their EM counterparts for the first time since 2005, according to Numis Securities.
Emerging Markets
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Shadow remains over European recovery
Expect a slow global recovery with US accelerating as further growth drivers emerge
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Tides turning for EM and DM worlds
At a time when emerging markets appear to be losing their two pillars of support – QE being withdrawn and China growth weakening, the US growth picture is also showing signs of cracks.
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Hedge funds avoided short-term pain Lyxor
Hedge funds have weathered the relative storms attached to emerging markets, global growth and central banks in recent weeks.
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Barings to close China Growth Fund
After five years, the asset manager has decided to close its China Growth Fund.
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Did Shaftan choose the right time to go
Stockpicking can be a thankless task in the most mature of markets, but it takes a brave soul to make a career from investing in Russia and Eastern Europe, the most fragmented of the emerging regions.
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Jupiters Shaftan to retire from funds industry
Jupiters Elena Shaftan hands emerging Europe funds to Kathryn Langridge and Colin Croft with immediate effect as she turns back on industry.
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EM buying opp through misguided selloff
EM sell-off creates a buying opp, suggests Towry’s Andrew Wilson
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em managers cull flagging Samsung
Managers are selling down holdings in Samsung Electronics the largest constituent of the MSCI Emerging Markets Index given growth fears.
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The wheels coming off EM currencies
Some emerging markets have found themselves wobbling in recent weeks‚ following a long period of hitching themselves to the loose monetary policy of the Federal Reserve. They face the choice of hanging on (by raising rates) or letting go (allowing their currency to depreciate) but neither of these options will be pain-free.
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PA ANALYSIS Gems not yet shining again
Recent numbers from institutional data house EPFR have shown record outflows for global emerging market funds certainly no longer the jewels in the investment crown.
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rethink China debt in an GEM allocation
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.