Emerging markets

'Short-term pain for long-term gain'

Recent market commentary has raised concerns around crowded trades that could adversely affect smart beta strategies, writes Gaurav Mallik, global head of equity strategies at State Street Global Advisors.

Equity markets rallied

India and China most interesting in region

Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...

Profit and revenue falls

High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.

Started to add exposure to EMs

Firm favours specialist boutique niche

Created GEM fixed income division last year