Emerging markets

Mark-Mobius-2009-700x450.jpg

Mark Mobius: Reasons for optimism in Latin America

The demise of populism is an important development within many countries in Latin America. In the case of emerging markets more broadly, the rise of the internet and smart phones has aided this trend. Greater numbers of people now have knowledge of what is happening at the highest levels of their governments, and have been […]

Mark-Mobius-2009-700x450.jpg

Mark Mobius: Investing in the travel revolution

With improved infrastructure and better access to reasonably priced flights, more travellers are now able to explore exotic locations they had previously only read about or seen on television. And it is not just those in developed markets seeing the sights. Many people living in emerging markets now have more discretionary income available to enjoy […]

First State favours fixed income amid ‘acute’ market volatility

First State Diversified Growth fund manager Andrew Harman is expecting “acute” market volatility this year as his £18.9m fund reaches its two-year anniversary. The  fund is more skewed towards fixed income strategies than equities, with around 52 per cent allocated to bonds while equities make up around 37 per cent of the portfolio. Harman says: […]

Nehru-Street-Emerging-Asia-Global-700

Jupiter launches emerging markets bond fund

Jupiter has launched an emerging markets bond fund for Alejandro Arevalo, who joined Jupiter in December from Pioneer Investments. The Jupiter Global Emerging Markets Corporate Bond fund, a sub-fund of the Jupiter Global Fund SICAV, aims to provide income and capital growth over the long term by investing in emerging market bonds. While the fund […]

Hugh Young: Why Trump makes the case for emerging markets

Donald Trump’s first weeks as US president are turning out to be just as controversial as his bruising election campaign. A flurry of executive orders on border controls, trade and healthcare has dominated headlines, causing dismay and galvanising opposition. The drama unfolding on a daily basis makes the modest comeback that developing markets have been […]

Growth-Emerging-Plant-450.jpg

Why Vietnam is the Pacific’s bright star for investors

There has been a bit of buzz about Vietnam. In just a few decades it has undergone a dramatic transformation from an agricultural society to one embracing the modern era. Its youthful population and increasing middle class have helped drive solid growth and opportunities for global investors. This up-and-coming market has not fully embraced capitalism. […]

Mark-Mobius-2009-700x450.jpg
1

Mark Mobius: The booming prospects for emerging markets

While prospects at the start of the year seemed rather dour for emerging markets, resilience has been the story for the sector ever since. Global stockmarkets continued to rise during Q3 amid generally positive macro data and accommodative monetary policy across many regions. Broadly, both emerging and developed equity markets advanced, with the former generally […]

Mark-Mobius-2009-700x450.jpg

Mark Mobius: Emerging markets bright spots post-Brexit

On Friday 24 June financial markets around the world awoke to a post-Brexit hangover. The UK voting to leave the European Union left many investors surprised and the uncertainty of the situation and what comes next hit all markets. The emerging world was far from exempt, with the MSCI EM index experiencing a sharp decline. […]

Hugh Young: Modi puts India back on track

Time flies. Last month saw the second anniversary of the election of Narendra Modi as India’s prime minister. At the time of his election, expectations were sky-high that Modi could set his country on the path to economic success and improve its global standing. Satisfying or even exceeding the hopes and expectations of well over […]

Martin_Gilbert_2013_700.jpg

Aberdeen hit by £9.1bn in outflows

Aberdeen Asset Management saw net outflows of £9.1bn in the last three months of 2015 as the firm continues to contend with the slowdown in emerging markets. Net outflows were down from £12.7bn in the previous quarter while gross outflows of £20bn for the last three months of the year were impacted by withdrawals by sovereign wealth funds. […]