Emerging markets

Have markets become desensitised to geopolitical conflicts?

Spotlight on: Vietnam

Terry Smith's Fundsmith Emerging Equities trust invested just 15% of its portfolio in the five weeks since listing, as the manager takes a cautious approach to his first foray into emerging market investment.

Investors looking for emerging market exposure could do better than back European-listed multi-nationals trading on high multiples. We highlight five of the best locally-listed, cheaper emerging market stocks.

Qatar's government is investing tens of billions in infrastructure ahead of the 2022 football World Cup. Local banks will be big winners - but Qatar's reputation will be tarnished if the World Cup is revoked, explains Nick Wilson, chairman of the Qatar...

Schroders is launching an onshore version of its ISF QEP Global Emerging Markets fund, to be managed by the QEP investment team headed by Justin Abercrombie (pictured).

THE BIG QUESTION

China's slowing economy is providing headwinds for its neighbours. But some equity markets, such as Indonesia, the Philippines and Thailand, have still managed to steam ahead. T. Bailey's Peter Askew explains why.

Investors are needing continual confirmation of their convictions in order to stay invested, and this is having an impact on emerging market indices, explains Nick Henderson from Skagen Funds.

EMERGING MARKET DIVIDENDS