Toshihiko Takamoto, head of investment and senior portfolio manager of DIAM Singapore, takes a closer look at prospects for India, Malaysia and the Philippines.
Baillie Gifford has appointed Praveen Kumar as manager of the Shin Nippon trust, replacing John MacDougall who moves to take up another role at the firm.
When investing for income, it is important to consider companies which can grow profits through a prolonged period of low or zero inflation, according to William Meadon, manager on the JPMorgan Claverhouse investment trust.
Abenomics is apparently not working: Japan is almost back in recession; Abe's third arrow of structural reform has missed. These are increasingly popular assessments but, in my opinion, are also a severe misdiagnosis, writes Neptune's George Boyd-Bowman....
Manager left Newton earlier in the year
BNP Paribas Investment Partners' emerging market strategist Patrick Mange said it is too soon for retail investors to consider investing in EMs again, as the region continues to face a number of headwinds.
Filip Weintraub, manager of the recently launched Skagen Focus fund, has blamed the sell-off in global markets over the past few months for the portfolio's tough start.
Taking an index agnostic approach to investing in emerging markets can be much more profitable over time than simply focusing on the index.
Rate hikes are off the table until 2017