Over the past three years, the number of offshore funds in Taiwan has increased slightly, but foreign participation has declined, according to Sitca data.
Tag: Emerging Markets
RWC sees EM strategy driving Asia growth
The UK-based boutique firm believes its emerging markets strategy, which includes an investment team in Singapore, will be a driver of Asia growth.
Tech and financials dominate EM strategies
Technology and financial companies represent eight of the top 10 holdings for most emerging market equity fund managers, according to an Evestment report.
Mobius: EM IT sector a hidden gem
The emerging markets information technology sector has outperformed EM equities as a whole and Mark Mobius, executive chairman at Templeton Emerging Markets Group, said investors should take note.
Matthews Asia: EMs lure investors into a value trap
Relatively low EM valuations should be a reason to rethink EM investment, said Matthews Asia’s client portfolio strategist David Dali.
Value investing in emerging markets
EM value investors tend to give corporate governance a deep dive, unlike smart-beta value ETFs, argues Robert Secker, investment director for emerging market equities at M&G.
Allianz GI: Using behavioural finance as an investment tool
Kunal Ghosh, Allianz Global Investors’ Singapore-based managing director and head of systematic equities, makes use of behavioural finance to find investment opportunities in global equities.
Majority of EM funds underperform
More than half of emerging market equity funds available for sale in Hong Kong and Singapore underperform the MSCI Emerging Markets Index, FE data shows.
Should you worry about the EM consensus?
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
Mutual fund Top Trumps – EM vs North America equities
This week FSA presents a quick comparison of two sectors: emerging markets equities and North America equities.
