Yuan devaluation will rescue the global market from overheating and restore the deflationary recovery, according to Royal London Asset Management’s Trevor Greetham.
Tag: Emerging Markets
RWC Partners poaches entire team to start EM business
The London-based boutique investment management firm said it plans an office in Singapore, subject to regulatory approvals, and has set up in Miami. “An extremely unusual set of circumstances allowed us to recruit a fully formed institutional quality emerging and frontier markets investment team,” said Dan Mannix, CEO of RWC Partners. “This comes at an […]
A-share inclusion in the MSCI could drive foreign capital inflow
“The economy is slowing, but what is interesting is if you look at China’s contribution to global growth, and then you look at China’s weighting in the MSCI World Index, then there is a huge under-representation of China,” Yeung said in an interview with Fund Selector Asia. China has less than 3% representation in the […]
Study: Fund flows unlikely to roil EM economies
The last four years, emerging markets received $1.4trn in cumulative gross portfolio capital flows, but only around $200bn came from regulated funds, according to Christopher Plantier, ICI senior economist of industry and financial analysis, who authored the report. EM capital flow was analysed to put into perspective the size of regulated fund investment into those […]
Is a major correction coming in the China market?
Schroders became the second firm in a week to warn on China’s overheating market after BlackRock said it would be selective and continuously flexible in terms of sector picking and choosing between A-and H-share stocks. Emerging-market assets could be impacted when the US Federal Reserve hikes interest rates, according to a recent research note from […]
EM largest source of global revenue
Global companies derived the highest amount of revenue (30%) from emerging markets at the end of last year, said Shaw Wagener, portfolio manager and chairman of Capital Group International.
OMGI brings in head of EM debt
Old Mutual Global Investors has lured John Peta away from Threadneedle and he will head emerging market debt.
Volatility is coming to EMs
Emerging market assets will likely face rising volatility and capital outflows as the US Federal Reserve begins tightening interest rates, according to JP Morgan Asset Management.
EM fracturing opens door for active managers
As emerging markets continue to splinter it is time to take an active position, says Wells Fargo’s Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.
Get EM exposure through Europe
The price is not right for direct exposure to emerging markets stocks, according to David Herro, chief investment officer for international equities at Harris Associates.
