Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
Emerging Markets
-
-
Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
-
Nomura appoints former Vanguard analyst as portfolio manager
Magash Chetty will assist the emerging markets corporate bond team led by Meno Stroemer
-
Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors
-
Calastone: Equity funds suffer one of worst months for outflows
ESG equity funds see largest outflows on record
-
Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
-
India poised to replace China as core emerging market allocation
Alquity’s head of emerging markets Mike Sell explains why unwary asset allocators might get caught out
-
Which emerging markets are winners and losers from deglobalisation?
Geopolitics and shifting supply chains are changing the landscape
-
JP Morgan EM trust manager to retire
Jeffrey Roskell to step down after 27 years at the firm
-
BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
-
Emerging markets may be the play to make as the Dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class
-
Look beyond Asia for fertile EM opportunities
Barings’ Adnan El-Araby is turning away from Asia emerging markets to seek opportunity in the Middle East, Africa and eastern Europe, which he claims is a fertile hunting ground for growth
