Global Emerging Markets
Emerging markets
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
19 April 2017
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2 min read
Emerging markets
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
27 March 2017
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3 min read
Emerging markets
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
22 March 2017
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3 min read
Emerging markets
Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.
08 March 2017
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2 min read
Emerging markets
The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.
15 February 2017
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2 min read
