India’s equity market sell off is a “godsend” opportunity for GARP investors, according to Allianz GI’s India equity head Anand Gupta.
Tag: Emerging Markets
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
Top Trumps: Emerging Markets equities – 20 March 2025
This week FSA provides a quick comparison of two emerging market equity funds: M&G Global Emerging Markets fund and the GQG Partners Emerging Markets fund.
State Street: Recessions odds have increased
The asset manager has been dialling down its high yield exposure on rising recession risks.
Deutsche Private Bank hires Alain Bernasconi as COO emerging markets
Bernasconi joins the German private bank from UBS Singapore.
The FSA Spy market buzz – 7 March 2025
Investing by your religious conviction; Contrarians at Fidelity are looking at cars; Matthews Asia sees a Chinese catalyst; S&P Global’s SPIVA scorecards; Ninety One on emerging markets; Jefferson and much more.
Into 2025: Managers say how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.
The FSA Spy market buzz – 4 October 2024
Schroders is hiring, Federated Hermes warns on PE exits, Fidelity thinks China is cheap, Pictet likes, gold and emerging markets, S&P 500 dividend woes, October’s volatility and much more.
Jupiter buys investment boutique
Meanwhile, Nick Payne, Jupiter’s lead investment manager for global emerging market equities, will be leaving the business at the end of this year.
