Four views: Mapping the frontier
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
South Africa
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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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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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Why all frontier market eyes are on Africa
With a return of 31.9% in dollar terms, the MSCI Frontier Markets Index achieved its highest gain in 10 years in 2017, continuing the theme of emerging markets outperforming their developed peers.
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Investec warns of lower profits, despite healthy AM inflows
Investec cautioned profits would be “slightly behind the prior year”, despite positive H1 net inflows in its asset management arm.
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Third finance minister in five days lifts SA focused financials
South African President, Jacob Zuma’s decision on Sunday to name the country’s third finance minister in five days saw the country’s currency and Johannesburg and London-listed financial stocks, rebound sharply in early trade on Monday.
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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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PA ANALYSIS Africa equity story for investors
Investors seeking to diversify emerging market portfolios may be able to tap into growing equities in Africa.
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SandP indices South Africa external investors
The accessibility of South Africa to overseas investors has been improved with the launch of nine new indices by S&P Dow Jones that cover the South African equity market.
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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.
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New senior portfolio manager for Standard Bank
Justin Maloney joins Standard Bank with a wealth of experience in African economies.
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Ashburton targets Africa with first Ucits fund
Ashburton has launched the Africa Equity Opportunities Fund, the first fund to be made available on its newly created Ucits platform.