Finished substantially ahead for 2018
Next year's general election set to dominate market discussion
Positions EMs outlook for next 12 months
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).
Asia Stars fund out in January 2019
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
Impact of recent market correction
Elections and currency woes
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...