Category: Emerging markets

Category: Emerging markets

20.09.2019

Market Minutes: what next for China?

What the future may hold for China, its economy and stock market

20.09.2019

Market Minutes: finding treasure in emerging market equities

Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.

01.07.2019

G20 Summit - Fund managers' reactions

While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets?...

07.06.2019

Opportunities and Challenges for India Investors in the Next Five Years

India Prime Minister Narendra Modi’s biggest challenge as he starts a second term is boosting economic growth

31.05.2019

Market Minutes: some of our leading managers share their thinking

Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...

15.03.2019

Why emerging markets bounced in early 2019

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global 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...

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