Global Emerging Markets
River & Mercantile plans launch of EM absolute return strategy
Reporting results for six months to end of 2018
Five opportunities in China after 'perfect storm' in 2018
Prospects look good in Beijing
How stable is Asia's double-digit dividend growth?
Partner Insight: Asia dividend growth has almost doubled in five years, offering uncorrelated sources of income when compared to Western figures. Yet many investors remain wary of the sector. Matthews Asia Portfolio Manager Yu Zhang provides his view...
Carmignac's Hovasse: Trade war de-escalation needed for more constructive EM outlook
In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.
Investment Conundrums: Quilter Cheviot's McIntosh on why Brexit fears will be unfounded just like Y2K bug
Less bullish view on markets
Valuations now 'reasonably attractive' in India ahead of important year
After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.
Aviva Investors unveils double fund launch following hiring spree
Two global products join line-up
Mobius reveals trust is 56% invested in first portfolio update since launch
Capital allocated 'with caution'
Trade, tariffs and tax: Is China still a viable investment option?
Levies suspended - but how long will US-China detente last?
Is value still the way forward in emerging markets?
Finished substantially ahead for 2018
Mobius's Desai: Looking through the noise in India in 2019
Next year's general election set to dominate market discussion
Coupland Cardiff CEO: India is the new Japan - but with better demographics
Positions EMs outlook for next 12 months
The prospect of new cities (and accompanying flow of capital) in the Gulf
Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).
Polar Capital expands EM range with Asia launch
Asia Stars fund out in January 2019
M&G's Calich adds to 'appealing' Chinese corporate bond exposure
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
Home and away: Why Indian equities have struggled to perform this year
Impact of recent market correction
Navigating this year's 'perfect storm' for emerging markets
Elections and currency woes
Which factors could prompt a resurgence in EMD inflows?
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
Coupland Cardiff launches India fund backing domestic growth
Eighth fund for firm
Ignoring the 'bad apples' of emerging markets
It has been a challenging year for emerging markets (EMs).
EM earnings: Where do we go from here?
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
China's A-shares 'progress' leads to further index inclusion as FTSE Russell predicts bumper flows
Successful entries prompt weighting increase
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