The ‘exploitable anomalies’ revealed by political uncertainty
Central European economies are beginning to show signs of growth, despite the Russia-Ukraine conflict showing no sign of easing in the near future, writes Franklin Templeton's Mark Mobius.
The long and short investment strategies for emerging markets
Moving up the ranks of global competitiveness
With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm
A turning point in the performance of Eastern European equities may finally be on the cards this year, according to Sam Vecht, co-manager of the BlackRock Emerging Europe trust.
Ashmore Investment Management, an emerging markets specialist, has launched a SICAV fund investing in Turkish equities.
Newton's Jason Pidcock has called into question opportunities in China, despite official figures showing the economy is expanding at 7%, and said there are much better opportunities elsewhere in Asia.
Turkey's credit rating has been lifted to investment grade by Moody's for the first time in two decades, in recognition of reductions to its debt and current account deficits.
First State Investments' emerging market and Asia Pacific specialist Angus Tulloch tells Kyle Caldwell about the macroeconomic headwinds preventing him from taking a bullish stance on the region.
Investec manager reveals his stance following EMD rally at start of the year.
Aberdeen's emerging market debt team has warned against investing in Turkish local currency government debt after yields spiked to record highs.