Emerging markets

ON EMERGING MARKETS

Schroders head of Asia ex-Japan equities, Robin Parbrook, said returns from China have been 'miserable' for the last two decades, and warned the country still faces major challenges.

Noel O'Halloran, head of the team that manages the Insynergy New World Equity Income fund, is anticipating interest rate cuts in major emerging markets as the economic cycle begins to turn.

First State is set to launch its first bond fund in the UK following the hire of Helene Williamson last month.

HSBC Asset Management's emerging market debt specialists Guillermo Osses, and Nathan Chaudoin discuss this diverse and rapidly growing marketplace.

The OECD has urged global economies, particularly Europe, to take "credible steps" to curtail debt as it said the recovery has ground to a halt.

The recent severe global market sell-off has stemmed from a number of legitimate investor concerns.

Barings' Agnes Deng is increasing exposure to Chinese banks within the £2.5bn Hong Kong China fund as valuations fall to levels last seen during the banking crisis.

Invesco's chief international economist John Greenwood said Chinese inflation is set to remain in the 4% to 6% range unless the authorities move to tighten policy.

‘Comforting' economic fundamentals and cheap valuations spur Emerging Markets manager to increase China weighting.