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What next after China's MSCI inclusion?

What next after China's MSCI inclusion?

Wealth and asset managers give their views on the implications of the MSCI inclusion of A-shares and where they find investment opportunities onshore.

Published : 22, Jun 2017
Saudi closes in on emerging market status as royals reshuffle

Saudi closes in on emerging market status as royals...

Saudi Arabia has taken a big step towards being classified as an emerging market after the MSCI added the Gulf state to its watchlist for potential upgrade on Tuesday, with the Saudi royal family making an unprecedented succession change a day later.

Published : 22, Jun 2017
Investors keep pouring money into EM debt

Investors keep pouring money into EM debt

Emerging market debt was the best-selling asset class with European investors for the fourth consecutive month in April, according to Morningstar fund flows.

Published : 6, Jun 2017
The enduring legacy of Franklin Templeton's Mark Mobius

The enduring legacy of Franklin Templeton's Mark...Lock icon

Mark Mobius, AKA Mr Emerging Markets, announced earlier this year that he will be stepping back from the day-to-day management of several high-profile funds at Franklin Templeton Emerging Markets Group but says he plans to keep working to the end.

The asset class that will produce the best returns this year

The asset class that will produce the best returns...

When it’s up to fund buyers and asset managers, there are only two, or perhaps three, candidates for best performing asset class over the next 12 months.

Published : 1, Jun 2017
Majority of emerging markets funds in Asia underperform

Majority of emerging markets funds in Asia underperform...

More than half of emerging market equity funds available for sale in Hong Kong and Singapore underperform the MSCI Emerging Markets Index, FE data shows.

Published : 23, May 2017
ANALYSIS: EM outperformance – will the consensus hold?

ANALYSIS: EM outperformance – will the consensus...

There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.

Published : 19, May 2017
India's return to favour as an investment destination

India's return to favour as an investment destination...Lock icon

Domestic reforms and global growth are opening India back up as an investor hotspot and Neptune India Fund manager Kunal Desai believes this is India’s new dawn and the recovery of its corporate earnings is just the beginning.

Published : 16, May 2017
Where to find best value in emerging market debt under Trump

Where to find best value in emerging market debt...Lock icon

US president Trump’s trade and immigration policies are targeted at only three countries in the emerging market space which leaves more than enough investment opportunities for his portfolios, says Bryan Carter, head of emerging markets fixed income at BNP Paribas Investment Partners.

Published : 12, May 2017
ANALYSIS: Should you still buy into the emerging markets rally?

ANALYSIS: Should you still buy into the emerging...

Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.

Published : 10, May 2017
Top 10 best performing funds in the UK

Top 10 best performing funds in the UK

The first quarter of 2017 extended the hectic end to last year with plenty of macro and market events to keep fund managers on their toes. Here, based on data from FE Analytics, are the top 10 performing UK retail funds by three-month performance.

Published : 10, Apr 2017
Time to look again at Emerging Markets, says Invesco

Time to look again at Emerging Markets, says Invesco...

The prospect of steadily rising global growth and ongoing monetary policy support has set the stage for emerging markets to do well in 2017, says Julie Salsbery, senior client portfolio manager, multi sector fixed income at Invesco.

Published : 31, Mar 2017
MSCI changes tack on including China A-share in indexes

MSCI changes tack on including China A-share in...

Index provider MSCI has outlined new proposals designed to overcome issues preventing it from adding the shares of mainland Chinese companies to several key equity indexes, which should effectively allow a limited number of stocks to be included.

Published : 30, Mar 2017
Investors pile into emerging markets again

Investors pile into emerging markets again

Emerging markets are back. EM equities and debt were among the most popular asset classes with European investors in February, according to fresh Morningstar data. Developed market equity flows, however, took a surprising turn.

Published : 28, Mar 2017
Why T Rowe Price is significantly underweight in China

Why T Rowe Price is significantly underweight...Lock icon

With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.

Published : 23, Mar 2017
Mobius to stand down as PM on 12 funds

Mobius to stand down as PM on 12 funds

Mark Mobius is to stand down from fund management duties on a range of 12 Luxembourg Sicavs but will remain as executive chairman of Templeton Emerging Markets Group.

Published : 21, Mar 2017
WisdomTree adds India smart beta Ucits ETF to range

WisdomTree adds India smart beta Ucits ETF to...

WisdomTree has launched accumulating and distributing share classes of its India Quality Ucits ETF (EPIQ), which offers smart beta exposure to Indian stocks with a focus on above average returns on assets (ROA) and return on equity (ROE).

Published : 15, Mar 2017
Jupiter unveils global emerging markets corporate bond fund

Jupiter unveils global emerging markets corporate...

Jupiter has launched a global emerging market corporate bond fund for its new hire Alejandro Arevalo, who joined the asset manager in December from Pioneer Investments.

Published : 7, Mar 2017
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

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