Inherited from SWIP acquisition
China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
Russia, energy and EMD
Profitability will return
Market had volatile start to the year
While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.
Former GARS managers detail performance in 2015
Announces chairman retirement
Outflows reached record $1trn last year
Sanctions lifted after 36 years
With the bears on a rampage, it is increasingly incumbent on those of us who regard ourselves as cautious optimists to get real about what could go wrong, writes David Stevenson.
The very different economies grouped under the emerging markets label offer contrasting prospects for investors. India, for example, continues on a gradual reform path and we believe its outperformance is not a quirk and should continue.
Stock exchange worth $200bn
For first time since 2011
Joint venture with Turquoise Partners
Sell becomes director of investment process
Did not expect the RMB to hold up
Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.
Conditions may worsen
BlackRock co-global head of equities Nigel Bolton said emerging markets are under the greatest stress compared to other regions, but he is eyeing a turnaround next year.
EM fund launches today
Giving manager extra flexibilities
Filed to cancel register listing
Buys into Latin American fund