Emerging Markets

JAPAN ANALYSIS

Investec's Eerdmans wants to address risk/reward profile of emerging market debt

Emerging markets guru Mark Mobius says he continues to be bullish on the long-term prospects in Thailand despite the violence engulfing the country in recent weeks.

The world's biggest mutual fund, Bill Gross' $220bn Pimco Total Return fund, increased exposure to emerging market debt to its highest level since 2008 and significantly boosted cash last month.

Macquarie Funds Group has received approval to distribute three emerging markets funds to UK investors.

Threadneedle has launched a new corporate bond fund focused on emerging market issuers.

Will Calvert, manager of Axa IM's Emerging Markets fund, says investors should no longer perceive emerging regions as pure commodity plays.

Reinhart and Rogoff's study of 250 past financial crises over the last 800 years found public sector debt increases on average 86%, growth takes 4.4 years to recover and real estate six years.

Invesco Perpetual has renamed its £1.21bn International Equity product as the Global Equity fund in a bid to bring improved clarity and consistency for investors.

Investment advisers have hailed the announcement Anthony Bolton's Fidelity China Special Situations fund had raised £460m from its initial public offering as "a bloody good result".