Emerging Markets
Commodities | 7 Jul 16
Watch for sterling swings and recovery in commodities – RLAM
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging market equities, says Trevor Greetham, head of multi-asset at Royal London Asset Management.
Asia emerging as a safe-haven, says OMGI
As worries over China’s economy and currency ease and political risks in Europe and the US flare, Asia could become a safe-haven, said Joshua Crabb, Old Mutual Global Investors head of Asian equities.
JPM sees modest Brexit impact on emerging markets
The macro economic drivers for emerging equities are largely unaffected by the UK referendum vote and the firm has maintained its overweight call.
Emerging Markets | 22 Jun 16
Bouncing back: the changing fortunes of emerging markets
This year has marked a turnaround in the fortunes of emerging markets, driven by an increase in global risk appetite, a hike in commodity prices and an easing of concerns over the slowdown in the Chinese economy.
MSCI tells China ‘No for now’ on entry into EM index
For the third time since 2013, the US index provider rejected the inclusion of China A-shares in its flagship emerging market indices, highlighting key unresolved issues.