Gallery of emerging markets of the future
Reforms not enough
Implications for banks
First downgrade since 1989
Recently hired former M&G CEO McLintock
Speaking at Artemis' investment roadshow
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
China a big risk
Currency gains added to performance
Seen bold reforms including demonetisation
Looking at the largest, most liquid banks
Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Dividends well supported
Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
Political stability crucial
Commodity markets have reached an inflection point
Making US long-dated bonds attractive
In a financial world where pundits continue writing their articles, blogs and analysis about an equity correction or a bond market crunch, would-be investors could be forgiven for keeping their cash in non-yielding bank accounts and accepting the eroding...
Dale Nicholls, manager of the Fidelity China Special Situations trust, talks to Lawrence Gosling about the speed of change in China in areas like e-commerce.
Changing growth model
Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.
The top and bottom sectors, funds and stockmarkets of the quarter