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.
Successful entries prompt weighting increase
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
An 'ongoing reform effort' in China
'Timing is of the essence': Can Turkey recover from currency crisis and prevent wider EM contagion risk?
Managers warn of consequences from fall in lira
Finding opportunities in less well-known markets
Fixing an overheating economy
'Perfect storm of threats'
Subject to regulatory approval
'Prepare to go off the beaten track'
How disruptive technologies are booming in Asia and Africa
Assessing the impact of a possible AMLO win
Should investors consider EM corporate issuers for sustainable and responsible investment strategies?
With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
Many countries did not reflate alongside China
Decision expected 20 June
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Manager of two funds
China becoming a 'normal stockmarket'
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
Latin America and Caribbean at risk
Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.
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