Efforts to stabilise the RMB are likely to be short-lived, and the Chinese currency will come under renewed pressure, said Alex Wolf, emerging markets economist at Standard Life Investments said.
Tag: Emerging Markets
Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Every so often, the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
Be cautious and balanced – JP Morgan AM
Investor confidence will continue to rise and plunge just as it did in Q1, said Tai Hui, chief market strategist for Asia.
M&G: High yield rebound may be short-lived
Recent high yield bond market gains may dwindle due to volatility and weak global growth, according to Nicolo Carpaneda, investment director.
Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks while China and other emerging markets have turned into the sources, according to an IMF working paper.
Capital Group: High alert for EM default
There’s a high likelihood an emerging market country will default on its debt, and the impact on the asset class depends on which country defaults, according to Kirstie Spence, fixed income portfolio manager at Capital Group.
Axa IM: Commodity price plunge could spark social unrest
The sustained slide in prices puts several EM commodity exporters at risk for political and social instability, the firm said.
Third year of outflows for EM ETPs: Report
In 2015, emerging market equity ETPs had outflows for the third consecutive year, while global ETPs had record high inflows, according to a Blackrock report.
Allianz: Not yet the time for emerging markets
Though the sell-off in emerging markets has made valuations more attractive, Neil Dwane, global strategist at Allianz Global Investors, cautions investors to stay on the sidelines.
Are EM equities going to surprise in 2016?
Typically shunned by investors, emerging markets may be ready for a second look in 2016.
