Four views: Mapping the frontier
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
Indonesia
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Five macro views on five regions: What will the elections mean for investors?
Nations representing half of global GDP are holding elections this year – how will markets be affected?
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Elections bring uncertainty but investors must stay hopeful
Investors must pay less attention to immediate politics and instead focus on long-term climate policies
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Niche Asset Management launches Indonesia fund under Jungle Project
Fund to focus on Indonesian small caps
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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
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The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
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Many managers still avoid drinking commodities Kool-Aid
Failure to heed the earnings versus cash dichotomy is making mining companies an unappetising prospect for money managers, according to industry experts.
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Asia could have capital outflows: Aberdeen
Asian markets could see capital outflows when the US raises interest rates, according to Hugh Young, managing director at Aberdeen Asset Management.
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The hottest markets in the Next-11
A look outside the developed world brings huge opportunity for investment but also for innovative new collective terms and acronyms for various countries with shared characteristics, however tenuous.
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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.
