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Where am I? Home breadcrumbs arrow image Feature breadcrumbs arrow image Emerging Markets

EMERGING MARKETS FEATURE

Why Asian casinos are a safe bet

Investment Week | 27 Jan 2012

Andrew Graham, manager of the Martin Currie Pacific Trust, looks at how casino stocks can help investors tap into the emerging Asia consumer story.

macau1
eightpercent

Why China’s growth target of 8% looks more credible

Douglas Turnbull, manager of the Neptune China Income fund, explains why China’s macro proposition will help deliver value in a volatile world.

Investment Week | 20 Jan 2012

rice-terraces

Is Indonesia 2012’s bright spot?

After a year of surging valuations, Maria Merricks looks at whether there is still value in Indonesian shares.

Investment Week | 06 Jan 2012

MORE EMERGING MARKETS FEATURE

euroflags

Why EMs are under threat from euro crisis

With the eurozone crisis intensifying, emerging markets remain highly vulnerable to contagion, writes Brian Coulton, emerging markets specialist at Legal & General Investments.

Investment Week | 21 Nov 2011

los-argen

Dominion CHIC manager claims fund is more than just ‘handbags and jewellery’

Malta-domiciled fund returned 81.42% over three years by tapping into burgeoning luxury brand market, with focus on EMs.

Investment Week | 18 Nov 2011

emd

Why now is not the time to dismiss EMD

Risk aversion in the market has led to investors pulling out of local currency emerging market debt funds. Managers tell Joanna Faith why this is not necessarily the best strategy.

Investment Week | 14 Nov 2011

africa-cutout-iw

What is the case for African investment?

Eric Kibe, chief investment officer of the Sanlam African Frontier Markets fund, explains the growth drivers supporting the investment case for the continent.

Investment Week | 31 Oct 2011

chess-cutout

Why derivatives are key to local debt strategies

HSBC Global Asset Management’s emerging market debt specialists, Guillermo Osses and Srinivas Paruchuri, discuss the importance of derivatives in managing emerging market local debt strategies.

Investment Week | 31 Oct 2011

brazil6

Why Brazil is more than just a resources play

Thomas Smith, fund manager of the Neptune Latin America fund, explains how the domestic story is unlocking investment opportunities in Brazil.

Investment Week | 31 Oct 2011

russia-iw

How to benefit from the emerging Europe sell-off

Stefan Herz, portfolio adviser to the Charlemagne Magna Eastern European fund, discusses where the value lies in emerging Europe.

Investment Week | 31 Oct 2011

turkey

Turkey: Emerging Europe’s sweet spot?

Charlie Walker examines the investment potential of Turkey.

Investment Week | 28 Oct 2011

train-1

Why Russia’s high-speed Sapsan represents a country on the move

Kim Catechis, head of emerging markets at Martin Currie, takes a look at the country’s booming firms from the window of his train ride.

Investment Week | 21 Oct 2011

chinashopping

The case against a hard landing for China

Jonathan Schiessl, Asia Pacific specialist at Ashburton, dispels the rumours that China’s economy is about to hit the buffers.

Investment Week | 14 Oct 2011

brazil2

How is Brazil responding to global volatility?

Jeff Casson, manager of the Martin Currie Latin America fund, travels to Brazil to see what effect the volatility in world markets is having on the region.

Investment Week | 10 Oct 2011

asia-10iw

Do the pros outweigh the cons for Asia’s frontier markets?

Strong long-term growth trends underpin the investment case of Sri Lanka, Pakistan, Bangladesh and Vietnam. But the risks outweigh the benefits, writes Maria Merricks.

Investment Week | 06 Oct 2011

« Previous Next »

MOST READ ARTICLES

  • Conjecture: Global Emerging Markets

  • Big Question: Are hopes of a US recovery overblown?

  • China steps up to support eurozone through EFSF

  • The graffiti artist set to earn $200m from Facebook IPO

  • Train: How I outperformed FTSE All Share during 2011

MOST COMMENTED ARTICLES

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  • Fred Goodwin stripped of knighthood

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  • Treasury calls for FATCA exemptions on eve of new proposals

  • Most read
  • Most commented
  • Most popular
  • Conjecture: Global Emerging Markets

  • Big Question: Are hopes of a US recovery overblow...

  • China steps up to support eurozone through EFSF

  • The graffiti artist set to earn $200m from Facebo...

  • FSA chief 'truly sorry' for RBS failure

  • Show your support: Why fund managers must fight b...

  • Fred Goodwin stripped of knighthood

  • Fidelity demands action on misleading 'Ryanair' f...

  • Australia
  • Barack Obama
  • Brazil
  • Credit Suisse
  • Insider trading
  • Italy
  • Recession
  • Scotland
  • US
  • euro

HAVE YOUR SAY

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The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

IPS GROUP: Senior Communic

03 Feb 2012

GBP45000 - 55000 per annum: IPS Group: Working fo

IPS GROUP: Flexible Benefi

03 Feb 2012

GBP37000 - 46000 per annum: IPS Group: An interes

MORTGAGE TALK: Self Employ

02 Feb 2012

£40-45K OTE: Mortgage Talk: Fantastic Opportunit

Foo This

EDITOR'S CHOICE

1 2 3 4 5

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

capitol hill

Treasury calls for FATCA exemptions on eve of new proposals

HM Treasury is pressuring the US government for a ‘carve out’ on FATCA for low risk institutions, ahead of a draft paper due this week.

Greek flag

Is now the time to snap up Greek debt?

London-based investment manager Exotix - the emerging and frontier markets specialist - is urging clients to buy into Greek debt and the country's stock market before it reaches a deal with creditors.

cowley-stewart-cutout

Fund Manager Focus: OMAM's Stewart Cowley

Old Mutual Asset Managers’ Stewart Cowley has run the group’s £568m Global Strategic Bond fund since joining the company from Newton Investment Management in June 2009.

train-nick

Train: How I outperformed FTSE All Share during 2011

Lindsell Train founder Nick Train has revealed hefty positions in some of the more defensive stocks in the FTSE 100 helped him outperform the market substantially last year.

EVENTS

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Northern Investment Summit

08 Feb 2012 - 08 Feb 2012

Radisson Blu, 80 High Street, The Royal Mile Edinburgh

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Strategic Bond Focus

09 Feb 2012 - 09 Feb 2012

Grand Connaught Rooms

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Professional Adviser Awards 2012

09 Feb 2012 - 09 Feb 2012

London Hilton on Park Lane, 22 Park Lane, London, W1K 1BE

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fund5live

21 Feb 2012 - 29 Feb 2012

More events
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