Barings to close China Growth Fund
After five years, the asset manager has decided to close its China Growth Fund.
Emerging Markets
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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.
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Markets that its too late to sell
It’s time for celebration in China as we welcome in the Year of the Horse. The question for investors is has the horse already bolted in the Asian equity growth story‚ at least in the short term?
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BlackRock new emerging market fund
BlackRocks newest multi-asset fund is designed to deliver equity-like returns for emerging market investors.
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Emerging market equity falls to get worse Becket
Emerging market equities have seen falls accelerate and things could get worse before they improve, in the view of Tom Becket, chief investment officer of PSigma Investment Management.
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Plenty of stock picking opportunities in EM
Emerging Markets are bringing a range of hot stock picks to the table.
