India's MSCI weighting will become smaller
Founding partners release 3.3% equity to partners
Spread of new technologies
Global and emerging markets launches
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
India and trade disputes give EM managers a lot to think about
Central banks in emerging markets are cutting rates as expectations of easier monetary policy in the US give emerging countries more flexibility to stimulate their economies. This could bode well for investors in countries such as Russia given that valuations...
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