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.
Tag: Emerging Markets
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.
Gam manager loads up on China
The new portfolio manager has recently moved from under- to overweight China equities, citing “compelling value”.
Equity run is not over, SSGA says
State Street Global Advisors is positioning its funds “defensively in an active way” as it expects a slowdown not a recession, according to the asset manger’s Asia Pacific head of investments.
Robeco sees stronger China trade position
Investors in China should focus on domestic sectors relatively insulated from the tariff war and boosted by recent stimulus measures, says Robeco’s equities head.
Bric originals shine among EM funds
The best emerging market funds are those which have stuck to the four countries first promoted as the Bric nations by Goldman Sachs 18 years ago.
Barings: Long-term, stick with US equities
Investors should also bring down expectations of double-digit market returns over the next 10 years, according to Khiem Do, head of Greater China investments for global markets at Barings.
Despite EM risks, DWS upbeat on valuations
The emerging market index was double-digit negative in 2018, but DWS’s APAC chief investment officer says valuations in EM equities have rarely been cheaper.
