All Emerging Market Equity articles – Page 2
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AnalysisInvestors look to isolate China from EM equity portfolios, says bfinance
Several of bfinance’s institutional clients are reportedly on the verge of cutting out China from their main emerging market equity exposure
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Asset Class ReportsPortfolio Strategy – Emerging market equities
The Adani corporate scandal in India brought the issue of corporate governance in emerging markets back to the fore. As Lynn Strongin Dodds finds, however, emerging market corporates are slowly adapting to the requirements of institutional investors in terms of governance.
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Asset Class ReportsEmerging market equities – Rise of the Gulf equity markets
The Gulf region is changing dramatically and provides growing opportunities for emerging market investors
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Asset Class ReportsEmerging market equities – India’s dancing elephant in the room
Despite challenges with corporate governance and corruption, the prospects for India are too bright to ignore for investors
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Asset Class ReportsEmerging market equities – Investors watch as China corrects course
The Chinese government has managed to restart the economy post-COVID, but investors are cautious
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Special ReportAsia investment: Focus shift brings turmoil to emerging Asia equities
Enthusiasm about Asian equities has cooled on the back of global recession risk, geopolitics and inflation
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FeaturesChina calls the tune for emerging markets
If President Xi Jinping mismanages China, the careers of many emerging market asset managers could be over. It would also mean emerging markets as an asset class would become irrelevant, at least according to Xavier Hovasse, head of emerging markets at the French fund management house Carmignac, who has devoted his career to seeking opportunities in emerging markets.
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Asset Class ReportsEmerging markets: Global or local?
For emerging market strategies, it is difficult to establish a clear link between performance and local presence
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Asset Class ReportsPortfolio strategy – Emerging markets
It is no secret that while investments in emerging markets promise to deliver superior returns, thanks to their exposure to faster-growing economies, actual performance has been volatile and, at times, disappointing. Over the past decade, emerging market indices have outperformed, as have fund strategies.
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Asset Class ReportsEmerging markets: Investors stay positive on Chinese investments
Many Western investors are staying put in China. But Russia’s invasion of Ukraine has given them pause over what might change their stance
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Asset Class ReportsEM equity outlook resilient despite gloom
There is less difference between apparently conflicting expert views on the prospects for emerging markets than first appears
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Asset Class ReportsAsset class report – Emerging market equities
The pandemic has substantially altered the landscape for emerging markets. While some countries have contained its effect better than any developed market, others have been devastated. How should investors regard the impact of COVID-19 in their decision-making on future increases on allocations to emerging markets? In this report, we analyse the outlook for the asset class in general, and find out why Brazil continues to hold the interest of investors.
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Asset Class ReportsEM outlook: Opportunities amid uncertainties
The pandemic has greatly affected emerging markets but while some are in a bad state others are showing great resilience
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Asset Class ReportsBrazil’s allure defies negative signals
Latin America’s largest economy continues to hold the interest of investors despite its poor showing on COVID, the economy and politics
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Asset Class ReportsDefining the EM universe
A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?
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Asset Class ReportsTrade war: The silver lining in the clouds of trade war
Smaller emerging market players could benefit from the US-China trade war
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Asset Class ReportsEmerging market equities: ESG in Latin America
An anti-corruption drive by Latin American companies is creating opportunities for responsible investors
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Asset Class Reports
Emerging Market Equities: Resisting a tantrum
Most emerging markets are regarded as reasonably placed to handle the impact of the winding up of quantitative easing in the West
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Asset Class Reports
Equity Markets: Behind the latest sell-off
The recent rash of selling of EM assets has been triggered by a combination of factors
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Asset Class Reports
Argentina’s dramatic change of fortunes
Argentina has had to seek a $50bn rescue package from the IMF in its latest crisis after just two years of a boom period
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