Category: Emerging Markets

Category: Emerging Markets

04.12.2018

Discovering treasure in emerging markets

Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.

04.12.2018

The new world: a map of emerging markets

Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.

11.10.2018

Market volatility: managers comment

In the light of recent volatility across world equity markets, three of our leading fund managers offer their interpretations and...

13.06.2018

Emerging markets: storm in a teacup?

Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...

14.03.2018

Emerging market equities: good times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?

07.08.2017

Why Trump’s woes are a blessing for EM debt

The Trump administration is being thwarted from advancing its agenda while global growth remains solid, says John Peta, head of...

14.06.2017

Three reasons why EM debt to retain allure

US dollar-denominated emerging market debt has enjoyed a strong 2017 so far, with the JPM EMBI Global Index returning about...

17.02.2017

The EM debt rout that wasn't

Emerging market debt investors are used to quick reversals of sentiment towards the asset class even as longer-term trends suggest...

09.11.2016

Is EMD facing a trump slump?

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

21.09.2016

Why voter anger is positive for emerging market debt

The clamour for better economic governance across a number of countries is another reason to like emerging market debt, says...

Loading....%