All Emerging Market Equity articles – Page 4
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Asset Class Reports
Emerging & frontier equities – The private market complement
Mark Mobius outlines why private equity is different in emerging markets from in developed – but also different from your existing public emerging markets exposure
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Asset Class Reports
Emerging Market Equities: Tide of history
Emerging markets, and their trade relationships with one another and the rest of the world, are changing. Traditional investment frameworks are struggling to remain relevant, writes Joseph Mariathasan
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Asset Class Reports
Emerging Market Equities: The evolution of fundamentals
Exposure to global smaller companies can capture diversification by market capitalisation, but also by developed and emerging market exposure, writes Nick Hamilton
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Asset Class Reports
Emerging Market Equities: Rooting for acorns
Somerset Capital finds a nice selection of tomorrow’s mighty oaks and quality local businesses among emerging small and mid-caps, writes Martin Steward
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Asset Class Reports
Emerging market equities – ‘Quality’ shines through
Martin Steward finds that a significant change in market leadership after 2009 determines who stays at the top of the emerging equity performance tables – and who falls
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Asset Class ReportsEmerging Market Equities: Emerging questions
The days of a simple emerging market allocation are over. Correspondingly, JosephMariathasan finds a variety of approaches among the top performing managers
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Asset Class Reports
Not just all-in on BRICs
Joseph Mariathasan and Martin Steward research some of the top performers in emerging market equities and finds considerable diversification, not only between top-down and bottom-up approaches, but between valuation methodologies
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Asset Class ReportsThe hunt for treasure
Rather than worrying whether the recent emerging market equities rally is sustainable, investors who believe in a long-term growth story should not attempt to time the unpredictable, finds Joseph Mariathasan
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Asset Class Reports
Africa: the efficient frontier
“Africa is where Asia was 20 years ago,” says Richard Segal, a strategist with African financial services firm UBA Capital. “The question is, will Africa be where Asia is now in 20 years’ time?” It certainly struggles against many questionable assumptions. First, that it simply isn’t relevant as an investment ...
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