Hong Kong ETF in the Arabian dunes, AllianzGI weighs its options, Morningstar’s ESG fund gloom, The appeal of Brics, The Economist’s contrarian dollar, Nvidia and Tesla and much more.
Tag: BRICS
The FSA Spy market buzz – 25 August 2023
Jim Cramer’s longs fall short, Schroders and the shrinking market, Nvidia’s blow out numbers, fossil fuel subsidies, big project reading, working with good people and much more.
Bric originals shine among EM funds
The best emerging market funds are those which have stuck to the four countries first promoted as the Bric nations by Goldman Sachs 18 years ago.
HSBC GAM: Russia opportunities outside energy sector
The equity market in Russia had a miserable 2017, but it may perform better in 2018 due to the expectation of interest rate cuts and an expanding domestic economy, said Nick Timberlake, head of equities at HSBC Global Asset Management.
Principal closes its BRIC fund
The Principal BRIC Emerging Economies Fund is among SFC-authorised funds to be terminated due to their small asset size.
Video: Eastspring on emerging markets
Samuel Bentley, client portfolio manager at Eastspring Investments, answers three questions on investing in emerging markets.
GS: BRICs still a viable investment theme
BRICs are a part of broader EM exposure, said Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management.
Vanguard joins in with EM chorus
The firm sees improvement in the risk-reward balance for sovereign and investment grade corporate bonds in emerging markets.
The BRICs acronym was all marketing
Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.
The best and worst sectors
Two BRIC countries drove the region’s best and worst performance across all equity sectors in 2014, and one country was the focus of the year’s best-performing fund.
