Emerging Markets
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.
Emerging Markets | 19 May 17
ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
India’s return to favour as an investment destination
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.
Emerging Markets | 12 May 17
Where to find best value in emerging market debt under Trump
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.
Emerging Markets | 10 May 17
ANALYSIS: Should you still buy into the emerging markets rally?
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.