Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
Five years of downgrades
Especially with China remaining uncertain
Sold exposure following Brexit
Upgraded UK and European forecasts
China vehicles top but property funds hit
Highlights India and Indonesia
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