Q&A with Fidelity’s Nitin Bajaj: Contrarian opportunities in Asia
The Fidelity Asian Values portfolio manager answers our questions
Emerging Markets
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‘If these companies were European… you would love them’: Guinness’s Harriss and Malik on China’s macro discount
Guinness Greater China managers addressed concerns over the China property sector at an investor conference in London
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Vontobel launches ex-China EM equity fund
To be run by Roger Merz and the firm’s mtx team
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Matthews Asia rolls out suite of Article 8 EM funds
Trio of strategies now available to European investors
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Frontier markets risk being left behind without green reforms
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets
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From marketing slogan to political alliance: Can BRICS challenge the status quo?
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
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Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade
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Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
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UBS AM and Aon launch EM climate transition fund
Fund has positive and negative ‘tilts’, compared to a broad EM index
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Coupland Cardiff rebrands to Chikara Investments
Following retirement of founders Richard Cardiff and Angus Coupland last year
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Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
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Mexican equities: Momentum or moment?
Polar Capital’s Naomi Waistell believes Mexico could be on the cusp of ‘unleashing its full growth potential’
