Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
Tag: Emerging Markets
ESG credit risks more prevalent in EM
Most emerging market public-sector ESG citations made by Moody’s were for debt issuers in Mexico, followed by China and Brazil.
Asian investors view China as “standalone” market
The majority of Asian investors agree that China is now too big to be absorbed in the broad emerging market asset class, according to a recent survey.
HEAD-TO-HEAD: Barings versus First State
FSA compares two global emerging markets equity products: the Barings Global Emerging Markets Fund and the First State Global Emerging Markets Focus Fund.
Blackrock launches HK-listed ETF feeder
The iShares ETF listing on the Hong Kong Stock Exchange follows the relaxation of the master-feeder regime late last year.
Matthews Asia rolls out first GEM fund
The firm has also hired a dedicated analyst who specialises in emerging markets outside of Asia.
Newton IM rides out China market volatility
China’s consumer-led growth trajectory will endure despite the current problems, and there are still investment opportunities in key sectors, according to Newton Investment Management.
GSAM preps emerging market ESG fund in Singapore
The fund has invested in companies with at least an “average” ESG rating from MSCI.
Video: T Rowe Price on emerging market investing
Value investing in emerging markets is largely ignored, but watch out for value traps, explains Irmak Surenkok, portfolio specialist in the equities division.
Merian bullish on EM equities
Bearish sentiment and cheap valuations provide a strong buy-signal to investors prepared to “walk the tightrope”, according to Merian’s global emerging markets chief.