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Emerging Markets
413 posts
How is China’s crackdown on big tech impacting emerging markets?
by Soeren Soerensen, Russell Investments The current wave of regulatory intervention by the Chinese government has been far…
The Transformation of Emerging Markets – Why an active approach is essential
There’s an exciting transformation taking place in the Emerging Markets – from Latin America and Asia to Central Europe and beyond. With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001.
Opportunity Does Not Equal Attainment
by Anu Ganti, S&P Dow Jones Indices We’ve previously argued that most managers should prefer above-average correlation, because…
The Changing Face of Emerging Markets
With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001. This growth story isn’t a recent phenomenon, and we understand well that macroeconomic growth does not necessarily mean shareholder value creation.
Have EM Stocks Lost Their Immunity to Rising Rates?
by Jeffrey Kleintop, SVP, Chief Global Investment Strategist, Charles Schwab & Company Key Points Stocks have faltered since…
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
5 things to know about Chinese and emerging market stocks
by Talley Leger, Invesco Canada As the world remains in the grip of the coronavirus, we’ve received many…
The power of carry
by Jan Dehn, Ashmore Investment Management Quantitative Easing (QE) policies in developed countries triggered a flight from yield…
Back to Fundamentals
by Stephen Way, Portfolio Manager, Head, Global and Emerging Markets, AGF Investments Global equities performed strongly in 2019,…
Emerging Markets Update – November 2019 (SLGI)
Could emerging markets bounce back if the U.S.-China trade dispute winds down? In this video update, Portfolio Manager…
Why emerging markets may benefit the most from a China-U.S. trade deal
by Erik Ristuben, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
Emerging Market Stocks: Getting Comfortable with the Uncomfortable
by Rick Friedman, GMO LLC Executive Summary Emerging market equity returns have been lackluster in recent years, leading…
India’s Surprise Tax Cut Comes at An Opportune Time
by Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity Amid slowing economic…
Collateral Damage
by Brad Tank, CIO, Fixed income, Neuberger Berman China and the U.S. are perhaps the biggest source of…
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
