Fund Selector Asia compares two emerging market equity funds, the Aberdeen Global Emerging Markets Equity Fund and the Schroder ISF Emerging Markets Fund.
Tag: Emerging Markets
Video interview: M&G’s Secker on Ems and the V word
Secker likes valuations in emerging markets, which are underpinned by improving fundamentals. It suggests the shunned asset class is well worth considering.
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.
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
BNP Paribas: EM sentiment may fizzle
Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.
Conning Asia Pacific cautious on EM equities
EM equity markets are vulnerable to moves in the US dollar and US monetary policy, said Marc Franklin, portfolio manager.
More than $12trn from EM in offshore accounts
More than $12trn has been taken out of emerging economies such as China and Russia and stashed in offshore accounts, new data from advocacy group the Tax Justice Network (TJN) has revealed.
EM fund buying continues
Emerging market funds drew $5bn of net inflows globally in April, accounting for 70% of total fund flows across all asset classes, according to the Institute of International Finance.
Citi joins the EM bulls
Citi’s house view has recently moved to overweight emerging market equities from underweight.
EM not turning around: Schroders
Schroders doubts that emerging markets have reached a turning point because the fundamental support for equities remains weak.
