Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities
As global risk-off sentiment makes bad situation worse for EM equities
Russia-Ukraine crisis and extreme weather events highlight need for better infrastructure to move crops and improve storage
Their cashflows make them uniquely responsive
‘The financial side is painful but pales into insignificance given the humanitarian cost’
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull
Recent performance marks a notable change in fortunes for the unloved market
Some argue that it is just profit taking; while other say, like inflation, it will linger longer than expected
‘Indescriminate sell-off provides opportunity to buy into some high-quality growth companies at cheaper valuations than six months ago’
Rising number of corporates seeking expert ESG help has led to soaring acquisitions and creation of specialised sustainability teams
Unilever and Vodafone among UK plc that have been targeted by billion dollar hedge funds bent on reform
Over £700m in deals produced a record year, but some say more mergers need to take place
‘The crawl towards reduced dependency on Russian fossil fuels needs a sharp kick up the backside’