It’s not only essential for life, but also for expansion of industries and economies, according to Simon Gottelier, senior investment manager at Pictet Asset Management.
Tag: Emerging Market
EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
Emerging markets price-to-book near all time low
Portfolio managers see a compelling case for investment in emerging markets because listed companies are trading at a steep discount to those in developed markets.
Emerging markets continue to capture investors
Emerging market bonds and equities continued to enjoy steady net inflows in May, reinforcing a strong trend of renewed investor enthusiasm for emerging markets.
Why tracking EMs is like nailing jelly to a wall
As emerging markets continue to struggle, so has investors’ patience been tested, but what can a conscientious asset allocator really do about it?
Emerging markets cheap or a value trap
In the recent BofA Merrill Lynch Fund Manager survey, a net 36% of the respondents said that global emerging markets are the most undervalued of all markets, the strongest reading since 2004.