Global Emerging Markets
Is South Africa the next Brazil?
New investment opportunities
Winterflood issues warning over Franklin Templeton EM business following TEMIT management changes
Follows Hardenberg departure
Where now after a 'Nifty Fifty' moment for emerging markets?
Boosted by Chinese tech stocks
Why EM equities are becoming a domestic play
Focus on internet and consumption
Jupiter's Teverson: 'EM politics are very interesting to talk about but the likelihood of us adding value because of it is close to zero'
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
Tech heavyweights: Where now for the BATs?
Dominance by Chinese tech firms
How tech and e-commerce is driving growth in China
Growing sophistication in technology
Will investors be rewarded in Brazil?
Politics remains swing factor
Investment Conundrums: Lazard AM's Donald - 'The potential for protectionist policies under Trump remains a chief concern for EM investors'
China debt level's and Trump's agenda cited as key risks
Nordea's Nøddekær: US dollar impact on EMs will be short-lived
Technology adoption a key theme
Troy's Yeowart: Why my emerging market optimism is 'tempered'
Rising debt levels
Ashburton's Finch: The positives will far outweigh the negatives for India's GST
Significant tax reform
Hermes' Greenberg: There is nothing earth-shattering happening in EMs - US is the wild card
Everything else is 'relatively predictable'
The opportunities arising from EM volatility
Number of factors to watch for
Jupiter's Teverson: Our fears over China's debt burden
More risky than political problems
Postcard from Brazil: Headwinds will persist
Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.
Indonesia, Mexico and Peru: three long-term trades for EMD portfolios
Which currencies should EMD investors hold in their portfolios?
A tale of two CIOs: Ashburton's Schiessl and Mirae's Chadha on the challenges of investing in India
Both agree urbanisation to provide significant boost
The 'compelling opportunities' being discounted in EMs
Investors waiting on sidelines
Should investors fear EMD risks?
Risk scenarios vary from country to country
Which emerging markets can avoid 'middle income trap' and top growth tables?
China and the Czech Republic well placed
First State's Williamson: The unique drivers within EMD
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Neptune's Thompson becomes China fund manager as Turnbull departs
Recently hired former M&G CEO McLintock
Industry Voice: Up close and personal at Eastspring Investments
A fascinating new video reveals the contrarian nature of the team behind the Eastspring Investments - Global Emerging Markets Dynamic Fund. With behind-the-scenes footage, the camera catches up with a small, highly experienced group of valuation-driven...
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