Emerging Markets
Aviation investment opportunities taking off in China and EM
The rise in aviation in China and emerging markets is presenting investment opportunities even for those unable to participate directly, says EdenTree.
Emerging Markets | 16 Mar 16
Emerging market debt – a reversal of fortunes
Investors are fleeing from emerging market debt, and optimism for any recovery in the near term is low, particularly for local currency government bonds.
Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks, while China and other emerging markets have turned into the sources, according to an IMF working paper.
Emerging Markets | 1 Mar 16
Fund manager profile: GSAM’s Mahindru
Goldman Sachs Asset Management’s Suneil Mahindru talks about his family values, fund strategy and the benefits of owning a fast-food business
Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.