Financial performance in focus
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Oil price stability also key
China becoming a 'normal stockmarket'
UK funds saw stronger performance
Tournament takes place in Russia
Moscow's relation with Beijing in focus
David Cornell, manager of the closed-ended £120m Ocean Dial India Capital Growth fund, has said structural reform and technological revolution in India have led to a change in traditions and cultural behaviours, which in turn is having a positive impact...
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
'One Belt, One Road'
Latin America and Caribbean at risk
Possible challenges to flows
Speaking to Artemis and AllianzGI
Tom Smith has been at Neptune since 2009
Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.
Popular following GFC
For equity investors seeking substantial access to the Chinese market, 2018 brought welcome news.
Universe of 3,500 stocks
Mobius to unveil open-ended ESG emerging markets fund as he is joined by ex-colleagues Hardenberg and Konieczny
Set up Mobius Capital Partners in March
Improvement in corporate cashflows and industrials
INDUSTRY VOICE: When President Donald Trump was elected in November 2016, investors wondered about the possible impact of U.S. protectionism on Asia and in particular China. Yet in the absence of substance behind the political rhetoric, investors in China...
After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.
Industry Voice: Over the last two years, emerging markets have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis. With emerging market economic indicators accelerating...