Firm eyes asset growth
Eurizon SLJ Capital offers exposure to Renminbi bond market and local currency EMD with double fund launch
Chinese bond market 'too big to ignore'
Solid fundamentals provide fresh pickings
Beware the growth traps: Is the business model of digital technology companies in emerging markets sustainable?
Throwing caution to the wind
Technology and connectivity companies typically rate favourably on traditional sustainability metrics. While this is a good initial filter for investors, Fidelity Future Connectivity Fund co-managers Sumant Wahi and Jon Guinness outline why analysing digital ethics is arguably a more insightful way of assessing the potential risks facing the world’s most disruptive innovators.
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
Growing middle class a boon for market
Optimism high following change of guard
Alquity Global Impact soft opens
New projects put country in good stead with investors
Asian stocks to lead charge against developed markets
Job creation bill good news for economy and investors
IW Long Reads: New frontiers - are emerging markets ready to take the dollar's place as a safe haven?
Investors relishing prospect of EMs as greenback slumps
Targets attractive return alongside positive societal impact
Asia and Latin America among popular choices
Asian economies have proved more resilient than Western counterparts due to their better handling of the Covid-19 outbreak and mixed capitalism models. Paras Anand, CIO for Asia Pacific gives his outlook for the region and discusses why he believes stability of earnings, greater intra-regional reliance and US dollar weakness will combine for a prosperous year ahead.
Teera Chanpongsang, portfolio manager of the Fidelity Asia Fund, believes sound investment ideas come from consistently monitoring the investment landscape and identifying new trends as they emerge. With this in mind, he reveals the change that is unfolding across the region post-Covid-19 and how he is positioning to benefit from the region’s emerging leadership in technology-led innovation.
$140m seed capital
COVID-19 has changed the landscape for emerging markets (EM) debt, injecting a new dimension of pandemic-related economic uncertainty. In this report, the Eaton Vance EM debt team outlines our view that strong fundamental analysis and country selection is more important than ever.
Metrics may spook or satisfy investors
Companies' key metrics still matter
Asia's Covid-19 management bodes well for sector
Deep Dive into emerging market equities: Good time to invest in the sector during pandemic - or not?
Opinion mixed over sector's opportunities
'Very cautious' exposure amid Covid-19 chaos