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Category: “Fund Manager News & Research”
News about frontier market and emerging market funds / fund managers.
- India: Three Themes Driving Growth (Franklin Templeton)
- Emerging Market Debt: The Case for (Cautious) Optimism (LGIM)
- The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)
- Sri Lanka’s Difficult Road Ahead (Manulife IM)
- The Renminbi’s Creeping Internationalisation (BNP Paribas)
- How to Think About Investing in China Today (Capital Group)
- Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)
- 2022 Adverse Macroeconomic Case Risk Heat Map (FitchRatings)
- Russia, Ukraine and China (Franklin Templeton)
- Brazil: Worth a Closer Look (Franklin Templeton)
- Investment Implications of the Russian Invasion (Franklin Templeton)
- Tech Trends and More in 2022 and Beyond (Franklin Templeton)
- What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)
- Frontier Markets Post-pandemic (Capital Group)
- China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)
- Quarterly Frontier Markets Recap – Q321 (FitchRatings)
- Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)
- Evergrande Explained (KraneShares)
- Evergrande Crisis and Contagion Risks (Franklin Templeton)
- Letter From Asia: Evergrande is No Lehman (Nuveen)
- Rise of EVs: Impact on Commodities and Emerging Markets (William Blair)
- Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)
- Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)
- Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)
- Quarterly Frontier Markets Recap 2Q21 (FitchRatings)
- Africa Rising: The Hopeful Continent (Wellington Management)
- 2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)
- 2021 Midyear Asia Equities Outlook: The Right Side of Disruption (PineBridge Investments)
- Vietnam: Key Sectoral Opportunities and Risks (A&M)
- Quarterly Frontier Markets Recap 1Q21 (FitchRatings)
- Geopolitics of the Vaccine (Amundi Research)
- Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)
- Asia-Pacific Private Equity Report 2021 (Bain & Company)
- The Strengthening Case for Investing in Asia
- EM Equity Looks More Attractive Than it’s Been in a Decade (Wellington Management)
- Emerging Market Corporate Bonds: The New Core Fixed Income Staple (PineBridge Investments)
- Emerging Markets: The Post-Pandemic Promise (Franklin Templeton)
- The Emerging Asia Pacific Capital Markets: Vietnam (CFA Institute)
- Investing Beyond the Storm: A View from the MENA Region (Franklin Templeton)
- Indian Equity Outlook: From Survival to Revival (PineBridge Investments)
- The Emerging Asia Pacific Capital Markets: Mongolia (CFA Institute)
- The Emerging Asia Pacific Capital Markets: Pakistan (CFA Institute)
- The Emerging Asia Pacific Capital Markets: Cambodia (CFA Institute)
- Earnings Matter in Emerging Markets (Franklin Templeton)
- Emerging Markets: Politics and Elections in 2021 (Wellington Management)
- Asian Equities Drove Emerging Markets Higher in January (Franklin Templeton)
- Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)
- Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)
- The End of the Emerging-Market Bounce? (Man Group)
- Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)
- 2021 China Outlook: Full Steam Ahead (Krane Shares)
- Frontier and MENA 2021 Outlook: A New Era of Investment (Franklin Templeton)
- Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021 (Franklin Templeton)
- EMD 2021 Outlook: Nine Tailwinds for Emerging Market Bonds (LGIM Blog)
- Can Manufacturing Relocate from China to India? (Wellington Management)
- Small But Mighty: Emerging Market Trends on the Cutting Edge of Change (Franklin Templeton)
- China: Seven Things Investors Should Know (LGIM Blog)
- North Asia vs South Asia: Differentiation is Key (DWS)
- Sizing up Chinese Equities: A market Too Big to Ignore (Robeco)
- MENA Market Outlook: Managing the Economic Fallout (Franklin Templeton)
- Podcast: Our Man in Hong Kong (Robeco)
- PwC China Unicorn Survey 2019: Harnessing Innovation For Hypergrowth (PwC)
- What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)
- The New Emerging Market Landscape: The Single Commodity Focus Has Shifted (Franklin Templeton)
- How Will Emerging Market Debt Emerge From the Crisis? (Capital Group)
- ETFs Add to African Access (S&P Global)
- The Emerging Emerging-Markets Crisis (Guggenheim Investments)
- Bangladesh: Excellent Growth Prospects Hampered by Uncertain Policy-making (Asia Frontier Capital)
- Could Malaysian Equities See a Modest Recovery in 2020? (Franklin Templeton)
- Investing in China: A Question of Stock Picking Rather Than Index Picking (Robeco)
- Mongolia – When Will the Stock Market Reflect the Improving Economy? (Asia Frontier Capital)
- Sri Lanka: Presidential Election Update (Asia Frontier Capital)
- China Icebergs: Forces That Could Reshape the World (PineBridge Investments)
- Uzbekistan: On the Cusp of a Consumer Renaissance (Asia Frontier Capital)
- Argentina: A Growing Opportunity Set for Distressed Debt (Man Group)
- Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
- Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia (Franklin Templeton)
- Podcast: Electric Vehicles in Emerging Markets (BNP Paribas AM)
- Brazil Takes Big Reform Step (Franklin Templeton)
- MENA Fixed Income: Four Things That Are Top of Mind (Franklin Templeton)
- Banning Huawei: An Act of Economic War (Hermes)
- Structural Change in Emerging Markets: 4 Key Forces to Understand (Wellington Management)
- An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)
- Russia’s Path to Credit Strength Amid Biting Sanctions (PGIM Fixed Income)
- Three Scenarios for the Future of US-China Trade Tensions (NN Investment Partners)
- India: Underappreciated Alpha Opportunity? (Wellington Management)
- China to South America: Consumer Technology Growth in Emerging Markets (KraneShares)
- Frontier Case Study: Ecuador’s Path to Economic Sustainability (PGIM Fixed Income)
- Don’t Fall for These Myths About ESG in Emerging Markets (PineBridge Investments)
- India’s Post-Election Outlook: A Fine Balance (PIMCO)
- Vietnam: In a Sweet Spot (AFC Asia Frontier Fund)
- India Elections: What’s at Stake and What it Means to the Market (Pictet)
- Saudi Arabia Inclusion and Emerging Markets (MSCI)
- The Case for Dedicated China Exposure (Cambridge Associates)
- Frontier Markets: 2019 Outlook (FIS Group)
- Five-Year Capital Market Outlook: Asia (Willis Towers Watson)
- Myanmar: A Long Term Growth Story (AFC Asia Frontier Fund)
- Credit Trends: Demystifying China’s Domestic Debt Market (S&P Global Ratings)
- Optimizing Exposure to the Emerging Market Rebalance (KraneShares)
- Liquidity Bump Underlines MENA Stocks’ Appeal in 2019 (Franklin Templeton)
- Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
- May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
- Ukraine War Poses a Threat to EU Industry (RaboResearch)
- Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics (Franklin Templeton)
- Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)
- Russia Ukraine War’s Global Impact (MetLife Investment Management)
- Spotlight on Saudi Arabia (Franklin Templeton)
- EMEA Companies Most Exposed to Russia (FitchRatings)
- Russia-Ukraine Conflict Raises Risks for Some Emerging Markets (FitchRatings)
- MENA Equities: Five Key Themes and Reasons for Optimism (Franklin Templeton)
- 2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)
- Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)
- Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)
- China: Navigating the Regulatory Landscape (UBS AM)
- Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)
- Discern and Diversify: Asian Bonds Increasingly Sought for Better Diversification (Eastspring Investments)
- Three Reasons We Remain Bullish on Emerging Markets Long Term (Franklin Templeton)
- China beyond Evergrande: Contagion or containment? (PineBridge Investments)
- China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)
- Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)
- China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)
- Alternative Data in China (Man Institute)
- The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)
- Inflation Trends Across Emerging Markets (Franklin Templeton)
- Tech and the Consumer have Reshaped Today’s Emerging Markets (Manulife IM)
- PODCAST: The Question Is…What Should Investors Look for in an Emerging Markets Company? (Lazard AM)
- 2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Private Equity in Africa: Trends and Opportunities in 2021 (White & Case)
- PODCAST: The Question Is…Are Many Emerging Markets Investors Missing the Next Big Growth Story? (Lazard AM)
- A Strategy for Emerging Market Crises (Verdad)
- PODCAST: The Question Is…Why Should Investors Bother with Emerging Markets? (Lazard AM)
- Which Emerging Markets May Benefit Most from the Rebound in China and the DM? (PGIM Fixed Income)
- Brazil and South Africa: Two Continental Giants with Feet of Clay (PGIM Fixed Income)
- Fixed Income Asset Allocation Insights: Emerging Market Debt Looks Attractive Amid Recovery (PineBridge Investments)
- Outlook on Emerging Markets (Lazard AM)
- Asia Equities: FAQS, Facts and Figures (UBS AM)
- The Emerging Asia Pacific Capital Markets: Indonesia (CFA Institute)
- Emerging Markets and China as the Last Man Standing (Investments & Wealth Institute)
- The Emerging Asia Pacific Capital Markets: Sri Lanka (CFA Institute)
- The Emerging Asia Pacific Capital Markets: Malaysia (CFA Institute)
- The Emerging Asia Pacific Capital Markets: India (CFA Institute)
- The Emerging Asia Pacific Capital Markets: Bangladesh (CFA Institute)
- All Regions in the Recovery Stage of their Economic Cycles (Candriam)
- Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)
- Spirits, Fashion, Food, Appliances, and the Power of China’s Consumer (KraneShares)
- Chinese New Year: How Investors Might Navigate Markets in the Year of the Ox (Franklin Templeton)
- China to Exert Greater Financial Discipline This Year (BNP Paribas AM)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- Taiwan’s Institutional Resilience (Franklin Templeton)
- Outlook on Emerging Markets (Lazard AM)
- Pandemic Accelerates New Economic Landscape for Emerging Markets (Franklin Templeton)
- While “Delisting” Gets Headlines, The SEC Proposes Orderly Solution (KraneShares)
- Is South Korea Crowding Your Emerging Markets Allocation? (S&P Dow Jones)
- Back to “Old School” Emerging Markets: Mexico (Wellington Management)
- Russia: Tread Cautiously Into 2021 (Wellington Management)
- Taiwan Equities Help Drive Performance of Emerging Markets in Q3 (FTSE Russell)
- Local Investors Discover Brazilian Stocks (Franklin Templeton)
- Health Care: The Next Wave of Innovation in China (Franklin Templeton)
- Time to Revise Outdated Perceptions of Russia? (Franklin Templeton)
- South Korea: A Shining Example of Emerging Market Leadership (Franklin Templeton)
- COVID-19: A Positive Tipping Point for Some Brazilian Banks? (Franklin Templeton)
- The New Emerging Market Landscape: Taking Leadership in Technology (Franklin Templeton)
- The New Emerging Markets Landscape: Policy Improvements Should Contribute to Increased Resilience (Franklin Templeton)
- What Explains Emerging Markets’ Relatively Low COVID-19 Fatality Rate? (LGIM)
- MENA Equities: Why Long-Term Investors Should Stay the Course (Franklin Templeton)
- Seizing Opportunities in Emerging Market Small Caps (Franklin Templeton)
- Opportunities on the African Continent: A Balancing Act (Franklin Templeton)
- Pakistan: “More Gas in the Tank” (Asia Frontier Capital)
- What’s Ahead for the MENA Region? (Franklin Templeton)
- Corporate Governance in Emerging Markets: Progress and Opportunity (Franklin Templeton)
- Podcast: A View on the Lebanese Investment Landscape (Union Bancaire Privée)
- Uncommon Yields: How China is a Rare Bright Spot in a World Deprived of Yield (KraneShares)
- The Emerging Market Appeal in a Low-Yielding World (Franklin Templeton)
- Myanmar: Unmet Potential (Asia Frontier Capital)
- Opportunities in Emerging Markets Small-Cap Investing (American Century Investments)
- Iraq: Significant Social and Economic Transformation (Asia Frontier Capital)
- Turkey: Looming Challenges (Union Bancaire Privée)
- India’s Budget Moving in the Right Direction (Franklin Templeton)
- Emerging Markets: A World of Opportunity (Nuveen)
- Kazakhstan: Richest Country in Central Asia (Asia Frontier Capital)
- The Future of Emerging Markets: A Development Marathon, Not a Growth Sprint (Wellington Management)
- The “Halo Effect” of Saudi Arabia’s Emerging Markets Arrival (Franklin Templeton)
- EM Push & Pull: As China Rises, Competition for Capital Heats Up (Aviva Investors)
- Emerging Market Small Caps: Hidden Gems in Plain Sight? (Wellington Management)
- U.S.-China Trade War: The New Long March (Guggenheim Investments)
- Emerging Markets: The World’s Innovation Lab (Lazard)
- Uzbekistan: Strong Growth at Low Valuations (Asia Frontier Capital)
- Argentina: In the Midst of the Storm (Pictet)
- South American Rumbles: Argentina and Brazil Developments (Pictet)
- Are Emerging Market Small Cap Stocks Due for a Rebound? (Franklin Templeton)
- Opportunities in the Next “Emerging” Emerging Market of Africa (Franklin Templeton)
- Taking the Lead: How China is Driving the Global Economy and Creating Opportunities (UBS)
- Jordan: On the Path to Recovery (AFC Asia Frontier Fund)
- China’s Local Equity Market: ‘…How and Where and Who’ (Aberdeen Standard)
- The Long View: China is Too Big to Fail (Fidante Partners)
- Time for Emerging Market Currencies to Strike Back? (Pictet AM)
- Emerging Market Economies: A Brighter Outlook for 2019? (Hermes)
- Emerging Markets: Why the Glass Is Likely Two-Thirds Full (PineBridge Investments)
- Three Reasons to Embrace Emerging Market Corporate Credit (Franklin Templeton)
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