Four views: Mapping the frontier
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
Vietnam
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VinaCapital CIO Andy Ho dies
Manager of the VinaCapital Vietnam Opportunity fund
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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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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Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
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MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
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Vietnam: A rising star in emerging markets
Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?
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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?
