Oil prices and Russia’s fiscal health are highly correlated, and if prices finally stabilise, the market should benefit, according to Egor Kiselev, who manages two Parvest Russia funds.
Tag: Oil
The benefits of commodity exposure
Asian investors tend to miss the diversification benefits of commodities, which have a low correlation to stocks, said Jodie Gunzberg, global head of commodities and real assets at S&P Dow Jones Indices.
China’s CSOP debuts oil ETF
After launching an oil futures ETF in Hong Kong, CSOP’s next step will be leveraged and inverse ETFs in the SAR.
Aramco eyes HK for reported $2.5trn IPO
Could a high profile listing help the depressed Hong Kong market, which is trading slightly above its 2008 low?
Samsung AM has high hopes for oil ETF
The firm believes both institutional and retail investors will show interest, but ETF takeup in Hong Kong has been slow.
Oil ETFs roll out in Hong Kong
Samsung Asset Management, Mirae Asset and CSOP are among the firms planning to launch crude oil ETFs.
M&G: Oil prices a big worry across asset classes
But oil price movements are no longer the key indicator of global economic development they once were, argues M&G.
Deutsche AM: Low oil a plus for developed economies
Despite erratic moves in oil prices, cheap oil will have a positive impact on key world economies and markets, said CIO Stefan Kreuzkamp.
EM worry clouds 2016: Principal Global
A “third wave” in the global financial crisis could come from emerging markets, said Bob Baur, chief global economist for Principal Global Investors.
Axa IM: Commodity price plunge could spark social unrest
The sustained slide in prices puts several EM commodity exporters at risk for political and social instability, the firm said.
