five polls shake up emerging markets
Among a raft of general elections this year‚ five emerging market countries will be going to the polls that could change the direction‚ pace and policy driving future economic growth.
Among a raft of general elections this year‚ five emerging market countries will be going to the polls that could change the direction‚ pace and policy driving future economic growth.
The performance of emerging markets has suffered in recent years, however, many of the key issues are not new or unusual, wries Matt Linsey, manager of the GAM Star North of South EM Equity Fund.
Investors in Indian property are in for a tougher time next year as rising interest rates take hold of the asset class, according to a recent research note from Citi.
We have had very little exposure to India since we launched the Asia Income Fund and still believe we can find better equity exposure within the region, writes Mark Williams, co-manager of the Asia Income Fund.
Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.
Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.
Asia is an attractive environment for investors, offering a mix of developing and well-established markets that give investors an abundance of options and strategies from which to draw on.
Emerging market equities may be losing their shine following months of under-performance and a decline in sentiment towards the region, but investment professionals are still split on their prospects.
Demand for gold in value terms hit both an annual and final quarter record in 2012, while its average price during 2012 was 6% above its 2011 price.
Jonathan Schiessl describes India's stock market as one of the best performers of this year, and looks ahead to 2013 to see if it can put the disappointment of a Test series defeat to England behind it.
Sunil Asnani looks at the long list of growth opportunities in India that have largely disappointed investors and, after confirming top-line growth alone is not enough, suggests what a more successful Indian investment strategy would be.
Aberdeen AM has switched exposure from Japanese equities to an equal allocation between Brazil and India for its Diversified Growth Fund.