Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
Stabilisation in India and China
New lead managers named on funds
Since the turn of the year, Asian and emerging market (EM) equities in general have performed strongly and remain above the highs reached in Q4 of last year. Investors appear to have become more optimistic about the growth prospects for EM equities, but...
Long-biased long/short EM equities strategy
AUM steadily rising
'Perception differs from reality'
Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.
Announced retirement from fund management
Improving geopolitics and falling inflation positive drivers
'Increasingly important asset class'
Commodity-producing nations will benefit
Tides change for India and China
North Asia presents the most attractive opportunities
The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.
EMs in 'far better shape'
Opportunities in a number of sectors
Brexit implications are 'manageable'
What will be Trump impact?
Invest in regions which are uncorrelated to the political uncertainty
Could grow by over 10% in 2017
Among all the declarations voiced by US President Donald Trump, his position on environmental issues is one which has led many around the planet to worry.