Serious reforms in key emerging markets are ramping up and going largely unnoticed, according to Mike Sell, head of Asian investments at Alquity Investment Management.
Tag: Emerging Markets
The R word
Fund selectors and wealth management professionals attending FSA’s Fund Selector Forum last week in Hong Kong overwhelmingly said regulation is the biggest challenge facing their business.
BlackRock sees sweeping changes
Emerging markets will have sharply different characteristics in the next ten years than they had in the last, and investment strategies will be reshaped in the context of “divergence”, according to Jeff Shen, BlackRock’s head of emerging markets.
PIMCO appoints EM Asia portfolio head
PIMCO has appointed Luke Spajic, an executive vice president and portfolio manager, to lead the firm’s emerging markets Asia portfolio management.
Is it time to revisit EM allocations
Despite a poor September, emerging markets seem to once more be back on investors’ radar.
Nordea emerging market manager likes India
Fund Selector Asia talks to Jorry Rask Nøddekær, lead portfolio manager of Nordea 1 Emerging Stars Equity Fund about his investment views and strategies on emerging market equities.
ING plucks two for emerging market equities team
ING Investment Management has strengthened its emerging market equities team.
European fund selectors warm to Asia
Concern over risk in China is easing, prompting European and UK fund selectors to inch up their exposure to Asia.
Aberdeen sets sight on multiasset growth
Multi-asset management is an area set to grow, according to Aberdeen Asset Management’s chief executive Martin Gilbert.
EMs still offering value Mobius
The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.
