Three times above danger level
Report by Copley Fund Research
With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.
JPMorgan trusts leading the winners
Emerging market equities have made a swan-like turnaround this year after five years in the doldrums, writes Will Ballard, head of emerging market and Asia Pacific equities at Aviva Investors.
Less focus on renminbi depreciation
If you think you have seen a lot of Chinese tourists lately, you probably have not seen all of them yet as the growth cycle for the tourism sector has just started.
Enables investors to invest in upcoming tech players
Despite slowing growth
So much for the old adage that investors should 'sell in May and go away'. Markets seem to be in an almost euphoric mood, having survived a near brush with death over Brexit.
Devan Kaloo (pictured), head of global emerging markets at Aberdeen Asset Management, gives his views on major global talking points.
Best ideas from host countries since 1980
Provides access to A- and H-shares
While the US equity market generally depends on domestic US economic circumstances and usually leads global equity markets, we have just witnessed how Brexit unnerved most capital markets, despite the fact the UK economy contributes less than 4% to global...
Falling commodities weaken sentiment
Global uncertainty since Brexit
Diversifying client base in UK
The threats to global equities: Contagion from China, slower growth, depreciating currency and increasing debt
After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...
Architas Multi-Manager's Nathan Sweeney asks has the market taken its eye off the ball when it comes to China?
Positive return prospects for asset class
Fears over Chinese currency
MSCI decided not to include A-shares in EM index
Electric vehicles (EVs) are on the cusp of a wave of adoption in China following the government's new electric vehicle volume target as it attempts to battle air pollution, writes HyungJin Lee, manager of Baring Eastern trustn.