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.
Tag: Emerging Markets
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.
Low valuations put EM equities in spotlight
There are reasons to bet on emerging market equities despite poor performance last year.
Blackrock’s Swan bets on India, Indonesia
Asian markets that fell the most during the first half will do the best in 2019, argues Blackrock’s Andrew Swan.
Mutual Fund Top Trumps – EM corporate bonds
This week FSA presents a quick comparison of two emerging market corporate bond funds: the Investec Emerging Markets Corporate Debt Fund and the Pictet Emerging Corporate Bonds Fund.
Survey: Asset managers see global recession ahead
A sentiment survey of global asset managers shows that a majority believe a global recession is `somewhat likely’ in the next 18 months, according to a report from Fitch Ratings.
Mobius: US-China trade conflict to get ‘nasty’
Eternal EM optimist Mark Mobius sees a worsening of the US-China trade war in the short-term and downward pressure on the RMB.
Has EM high yield become vulnerable?
Rising interest rates have made it harder for companies to find sources of funding, according to Alaa Bushehri, London-based portfolio manager for emerging market fixed income at BNP Paribas Asset Management.
