Positions EMs outlook for next 12 months
INDUSTRY VOICE: Investors face many challenges throughout their investment journey, especially when investing in foreign markets. Red tape, bureaucracy, a lack of verifiable information - these are just some of the hurdles along the way.
Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.
Asian stockmarkets have had a tough year, culminating in October as trade tensions, a strong US dollar, rising bond yields and weaker Chinese macro data combined to send share prices sharply lower.
G20 summit this week
INDUSTRY VOICE: For historical reasons, Japan has often been overlooked by income-seeking investors. However, as Karen See, co-manager of the Baillie Gifford Japanese Income Growth Fund, explains, this is changing. Improved corporate governance is driving...
Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.
Joining Shanghai and Hong Kong offices
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
BlackRock head of EMEA retail Gruener: Our product launch pipeline has never been as big as this year
'It is not about active or passive'
Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.
Left in April
Beijing taking on Silicon Valley for tech supremacy
Joined with Chinese asset manager Ping An
Improving prospects in Japan
Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.
Market neutral fund
Successful entries prompt weighting increase
INDUSTRY VOICE: Income investors overlook Asia ex-Japan at their peril. Strong revenues indicate rising dividends should be a long-term structural trend.
Chinese internet companies seen stellar earnings expansion
Some Asian markets up