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EM shares to overcome US headwinds, says Goldman Sachs AM

EM shares to overcome US headwinds, says Goldman...

A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.

Published : 8, Feb 2017
EM countries target offshore wealth with tax amnesties

EM countries target offshore wealth with tax amnesties...

Bond holders look set to benefit from the tax amnesties offered by some emerging market countries that have realised that substantial wealth resides outside their borders which has never been declared for tax purposes, says Jan Dehn, head of research at Ashmore.

Published : 2, Feb 2017
ETF Securities drops Hong Kong asset management licence

ETF Securities drops Hong Kong asset management...

UK-based ETF Securities has decided not to renew its asset management licence in Hong Kong, following a number of high-profile delistings in city last year.

Published : 2, Feb 2017
EM bond funds to watch based on their AuM

EM bond funds to watch based on their AuM

There has been little movement in the top ranking global emerging markets bonds funds in terms of their assets under management in the past 12 months.

Published : 27, Jan 2017
Newcomer EM bond funds to watch

Newcomer EM bond funds to watch

The evolution of the EM bond fund asset class has seen recent launches emphasise either flexibility, blended strategies for instance, or specific areas of the market, such as short duration funds.

Published : 27, Jan 2017
EM bond funds to watch based on their three-year performance

EM bond funds to watch based on their three-year...

The November sell-off in emerging markets debt was more severe for the local currency part of the market, so it is no surprise that hard currency debt funds were among the top performers through November 2016. 

Published : 26, Jan 2017
Opportunities follow EM debt rebound but caution urged

Opportunities follow EM debt rebound but caution...

In 2016, emerging market debt staged a spectacular recovery following a dreadful performance in 2015. However, it is important to make a distinction, between local and hard currency bonds, says Morningstar analyst Carlos Gonzalez-Lucar.

Published : 25, Jan 2017
China less vulnerable to US protectionism than other EMs

China less vulnerable to US protectionism than...

Despite concern about China’s vulnerability to Donald Trump’s brand of isolationism, there are good reasons to be optimistic about the country’s growth in 2017, says Ed Smith, asset allocation strategist at Rathbones.

Published : 24, Jan 2017
India the biggest concern for emerging markets, says Mobius

India the biggest concern for emerging markets,...

November’s surprise ban of large currency bills in India is one of the greatest single-country risks in emerging markets, Mark Mobius, executive chairman of the Templeton emerging markets group, told our sister publication Fund Selector Asia.

Published : 11, Jan 2017
Frontier markets growing faster than EMs, says Templeton

Frontier markets growing faster than EMs, says...

Frontier markets are growing at a much faster pace than emerging markets, according to Mark Mobius, executive chairman of the Templeton emerging markets group.

Published : 30, Dec 2016
Analysis: Why policy makers are passing the buck to politicians

Analysis: Why policy makers are passing the buck...

A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.

Published : 12, Dec 2016
Investec puts emerging market equities on hold

Investec puts emerging market equities on hold...

John Stopford, manager of Investec Global Multi Asset Income Fund, said his portfolio has turned more pro-growth but has zero exposure to emerging market equities.

Published : 5, Dec 2016
ANALYSIS: Trump impact on emerging markets may wane

ANALYSIS: Trump impact on emerging markets may...

One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.

Published : 1, Dec 2016
Trump Tantrum hits emerging markets

Trump Tantrum hits emerging markets

Investors took their money out of emerging market (EM) assets in November at the fastest pace since the 2013 Taper Tantrum, according to the Institute of International Finance (IIF).

Published : 1, Dec 2016
Asia ex-Japan equities bloom but volatility lurks

Asia ex-Japan equities bloom but volatility lurks...

Asian equities have enjoyed a good rally in the third quarter of this year, with a strong performance from technology stocks, but volatility is likely to remain, says Lena Tsymbaluk, research analyst at Morningstar

Published : 31, Oct 2016
ANALYSIS: Is the EMD buying spree going to hold this time?

ANALYSIS: Is the EMD buying spree going to hold...

Saudi Arabia’s record debt sale last week showed that emerging market bonds remain in strong demand with yield-hungry investors. However, the question is whether appetite could reverse as quickly as it has in the past.

Published : 25, Oct 2016
IMF forecasts economic slowdown in Gulf region this year.

IMF forecasts economic slowdown in Gulf region...

Economic activity across the six nations of the Gulf Cooperation Council (GCC) region is expected to slow sharply this year, according to the latest regional economic outlook from the International Monetary Fund (IMF).

Published : 19, Oct 2016
EM dividends are here to stay – JP Morgan AM

EM dividends are here to stay – JP Morgan AM

If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.

Published : 27, Sep 2016
Amundi sees flow from Europe to Emerging Markets

Amundi sees flow from Europe to Emerging Markets...

The European stock market is actually more volatile than emerging markets, said Amundi's deputy global head of equities, Alexandre Drabowicz.

Published : 27, Sep 2016
BNP Paribas IP adds multi-asset EM income fund

BNP Paribas IP adds multi-asset EM income fund...

BNP Paribas Investment Partners has launched its first multi-asset income fund focusing on emerging markets.

Published : 26, Sep 2016

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