Emerging Markets
Emerging Markets | 26 Apr 16
Argentina comes in from the cold with bond sale
Argentina raised around $16.5bn on 18 April in its first sovereign bond sale in 15 years after a US judge lifted injunctions stopping the country from raising funds. But rampant inflation, job losses, and domestic strife spell trouble for this Cinderella story.
Emerging Markets | 21 Apr 16
Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Ever so often, the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
OMGI keen on EM sovereign bonds
Old Mutual Global Investors is overweight Indonesian and Indian government local currency bonds.
Baring AM: Indonesia equities to outperform
Indonesia’s equity market is likely to outperform other ASEAN countries, said Soohai Lim, director of Asian equities at Baring Asset Management.
Emerging Markets | 4 Apr 16
Why Venezuela could be best or worst for bond returns
Growing up in Brazil, Claudia Calich got to learn all about hyperinflation and currency devaluations at first hand through her father’s engineering business, based in Porto Alegre in the country’s southern-most state of Rio Grande do Sul on the border of Uruguay and Argentina.
