All Emerging Market Equity articles – Page 3
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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 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 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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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
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
Emerging Market Equities: Heading for catch up
Emerging market equities have enjoyed a good year so far but are investors too late to enter the market?
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Asset Class Reports
Emerging markets: An outdated concept
The countries covered by the term emerging markets today have such diverse economies that the label could be misleading for investors
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Asset Class ReportsIndia: An investment conundrum
Structural changes could make it worth considering an allocation to Indian equities
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Asset Class Reports
Frontier markets: Exploring new frontiers
Investing in frontier markets can bring rewards but investors should pay attention to risk
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Asset Class Reports
EM portfolios can gain from balance
Investors looking to optimise their exposure to emerging markets should not limit themselves to strategies that focus only on large companies and countries
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Asset Class ReportsInvesting In Emerging Market Equities: The tide begins to turn
Emerging market equities are finally seeing inflows, but are these justified? Joseph Mariathasan investigates
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Asset Class Reports
The impact of shifting commodity prices
Rising commodity prices are good news for commodity exporters but Rodrigo Amaral finds they can even benefit importers
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Asset Class Reports
Sensitivity of selected EM equity funds to macro factors
The chart data shows the sensitivity of the five largest actively managed emerging markets equity funds to changes in macroeconomic factors: dollar trade-weighted index, global inflation, crude oil and global default spreads
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Asset Class Reports
Emerging grey area
Joseph Mariathasan finds ‘emerging markets’ to be a legacy concept that has become increasingly blurred and illogical
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Asset Class Reports
Call of the frontier markets
Frontier markets can offer huge attractions but investors need to pay attention to country backdrops and economic effects. Joseph Mariathasan reports
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Asset Class ReportsEmerging & frontier market equities – A recurring upbeat record
Despite the volatility currently affecting emerging market equities at the moment, emerging markets have suffered periods of volatility in the past followed by rapid recoveries.
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Asset Class ReportsIran: A giant prospect on the horizon
Iran looks likely to be reintegrated into the global community after the question of nuclear proliferation has been resolved. Joseph Mariathasan looks at what the opening of one of the world’s largest inaccessible economies could bring
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Asset Class ReportsEmerging Market Equities: The dragon awakes
Joseph Mariathasan examines China’s Third Plenum, which some are hailing as a watershed towards a market-led economy
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Asset Class ReportsEmerging market equities – Buyers’ strike?
Cracks may be appearing in the great emerging consumer story. Martin Steward speaks to three managers that have scaled this edifice and offer different perspectives on whether it is time to jump off
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Asset Class ReportsEmerging Market Equities: India turns a corner
Joseph Mariathasan finds that political and central bank governance could be at a positive turning point in India, as could corporate governance at company level
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