Frontier Market & Emerging Market Fund / Fund Manager News

Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)

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Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)

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On the Ground in Brazil (East Capital)

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India – Insight trip (March 2023) (Alquity)

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Five Takes on Multi-asset Investing in Post-Pandemic China (Schroders)

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START not FAANG (GAM)

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Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University (Money Maze Podcast)

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The Allocator’s Perspective: Three Key Decisions on EM Equities (Wellington Asset Management)

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India’s Opportunities: Impossible to Ignore (Van Eck)

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Pinduoduo Research Report (Hayden Capital)

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Back on the Ground in China: 8 Anecdotes From our First Post-Covid Visit (Arisaug Partners)

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It’s Time for Investors to Reevaluate Their China Exposures (Investments & Wealth Monitor)

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The Outlook for Emerging Markets (FT Adviser)

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Brazil Beckons with Low Valuations and Growth Potential (Van Eck)

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Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)

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Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)

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Will China Grow Old Before it Grows Rich? (Lombard Odier Investment Managers)

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3 Reasons to Allocate to EM Bonds in 2023 (Van Eck)

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The Private Sector’s Share of China’s Largest Listed Companies Continued to Decline to 43 Percent in the Second Half of 2022 (PIIE)

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China’s State vs. Private Company Tracker: Which Sector Dominates? (PIIE)

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Guide to China Q1 2023 (JP Morgan AM)

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WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)

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Brazil and the Return of Neomercantilism (The Emerging Markets Investor)

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2023 Southeast Asia Internet Report (Asian Partners)

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China’s Existential Threat to Emerging Market Economies (The Emerging Markets Investor)

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Global Companies Are Committed to China (UBS AM)

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China: What Could Drive its Markets in 2023 (Capital Group)

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Emerging Markets Quarterly Outlook – January 2023 (CLIM)

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EMs With Stronger Fundamentals Should See Inflows (Capital Group)

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Case Study Series – Meituan: Finding Business Clarity (Momentum.Asia)

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China’s Structural Growth – From Opportunities to Challenges With Risks (BNP Paribas)

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CLSA Feng Shui Index 2023 – Year of the Water Rabbit

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Short-Seller Hindenburg Targets India’s Richest Man For “Brazen Stock Manipulation” (Zero Hedge)

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China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets (Institutional Investor)

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The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management)

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Emerging Market Small Cap: Good Things Come In… (Man Group)

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Latin America Q1 2023 Guide to the Markets (JP Morgan AM)

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Monthly Market Review – January 2023 (Asia Pacific) (JP Morgan AM)

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The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)

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Southeast Asian Food Delivery Players, Grab, GoTo Face Slump as Spending Growth Slows to Four-Year Low (Tech Times)

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2023 China Outlook: Leaping Back to Growth Potential in The Year of The Rabbit (Krane Shares)

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Emerging Markets vs Developed Markets (Franklin Templeton)

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Emerging Markets Insights: Optimism on 2023 Outlook (Franklin Templeton)

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Sinology: A 2023 Calendar for China’s Reopening and Recovery (The China Fund, Inc)

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Emerging Markets Debt: Springtime in January? (Barings)

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Saudi Arabia: A Rising Investment Destination (VanEck)

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AFC Asia Frontier Fund – Review 2022 and Outlook 2023 (AFC Asia Frontier Fund)

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AFC on the Road – Sri Lanka (Asia Frontier Capital)

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Daily Voice | This Wealth Manager Feels India’s Growth Outlook May be Lowered on Likely Drop in Global Earnings (Moneycontrol)

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This Emerging Markets Manager Keeps Outperforming With This Strategy (Institutional Investor)

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Global Thematics: What’s Behind India’s Growth Story? (Morgan Stanley)

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Sleeping Giants – The Case for Emerging Markets (Robeco Webinar)

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Asian Tigers: South Korea and Taiwan (Franklin Templeton)

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Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)

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In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)

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Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)

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Emerging & Global Markets Catch Up With Reality (Krane Shares)

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EM Equity In 2023: Will The Longest Bear Market In History Continue? (Wellington Management)

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Emerging Markets Debt Outlook: A Glass Half Full or Half Empty? (Wellington Management)

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Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)

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Why Now Might be a Good Time for Risk-Tolerant Investors to Buy Into Emerging Markets (Globe and Mail)

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Empty Rooms: Investing in Africa (Capital Allocators Podcast)

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With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)

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Money Rushing Into the US Will Reverse (Moneyweb.co.za)

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Asian Frontier Markets Update (AFC Asia Frontier Fund)

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Polen Global Emerging Markets Growth: Portfolio Manager Commentary – September 2022 (PDF file)

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Platinum Asset Management: Asia ex-Japan Market Update

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Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022

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Relaxed Financial Markets Look at Lula’s Comeback (Amundi)

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Outlook On Emerging Markets (Lazard AM)

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MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

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On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)

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5 Growth Opportunities in India (William Blair)

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The New Frontier in Fixed Income: Short-term, Diversified Exposure to Emerging Market Bonds (FTSE Russell)

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Emerging Markets Debt: Value Trap or Unfairly Tarnished? (Janus Henderson Investors)

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Confronting Volatility With Closed-end Funds (Abrdn)

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BNP Paribas Asset Management Survey Reveals Significant Impact of Demographic Change on Asset Allocation (BNPP AM)

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What Went Wrong for Terry Smith’s Trust? (FT Adviser)

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Star Stockpicker to Close Emerging Markets Fund: Terry Smith Gives Up on Struggling £325m Trust (Daily Mail)

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Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update

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Geopolitics: The World is Splitting Into Two (Goldmoney)

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Bolstering Building Blocks and Silicon Shields (Franklin Templeton)

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Quarterly Frontier Markets Recap – 2Q22 (Fitch)

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Outlook on Emerging Markets – July 2022 (Lazard AM)

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Emerging Markets Quarterly Outlook – July 2022 (City of London Investment Management)

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India: Three Themes Driving Growth (Franklin Templeton)

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Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)

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Emerging Market Debt: The Case for (Cautious) Optimism (LGIM)

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May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)

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The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)

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Ukraine War Poses a Threat to EU Industry (RaboResearch)

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Sri Lanka’s Difficult Road Ahead (Manulife IM)

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Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics (Franklin Templeton)

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The Renminbi’s Creeping Internationalisation (BNP Paribas)

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Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)

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How to Think About Investing in China Today (Capital Group)

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Russia Ukraine War’s Global Impact (MetLife Investment Management)

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Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)

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Spotlight on Saudi Arabia (Franklin Templeton)

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2022 Adverse Macroeconomic Case Risk Heat Map (FitchRatings)

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EMEA Companies Most Exposed to Russia (FitchRatings)

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Russia, Ukraine and China (Franklin Templeton)

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Russia-Ukraine Conflict Raises Risks for Some Emerging Markets (FitchRatings)

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Brazil: Worth a Closer Look (Franklin Templeton)

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MENA Equities: Five Key Themes and Reasons for Optimism (Franklin Templeton)

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Investment Implications of the Russian Invasion (Franklin Templeton)

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2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)

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Tech Trends and More in 2022 and Beyond (Franklin Templeton)

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Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)

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What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)

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Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)

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Frontier Markets Post-pandemic (Capital Group)

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China: Navigating the Regulatory Landscape (UBS AM)

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China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)

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Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)

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Quarterly Frontier Markets Recap – Q321 (FitchRatings)

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Discern and Diversify: Asian Bonds Increasingly Sought for Better Diversification (Eastspring Investments)

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Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)

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Three Reasons We Remain Bullish on Emerging Markets Long Term (Franklin Templeton)

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Evergrande Explained (KraneShares)

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China beyond Evergrande: Contagion or containment? (PineBridge Investments)

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Evergrande Crisis and Contagion Risks (Franklin Templeton)

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China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)

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Letter From Asia: Evergrande is No Lehman (Nuveen)

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Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)

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Rise of EVs: Impact on Commodities and Emerging Markets (William Blair)

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China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)

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Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)

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Alternative Data in China (Man Institute)

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Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)

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The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)

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Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)

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Inflation Trends Across Emerging Markets (Franklin Templeton)

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Quarterly Frontier Markets Recap 2Q21 (FitchRatings)

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Tech and the Consumer have Reshaped Today’s Emerging Markets (Manulife IM)

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Africa Rising: The Hopeful Continent (Wellington Management)

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PODCAST: The Question Is…What Should Investors Look for in an Emerging Markets Company? (Lazard AM)

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2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)

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2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)

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2021 Midyear Asia Equities Outlook: The Right Side of Disruption (PineBridge Investments)

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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

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Vietnam: Key Sectoral Opportunities and Risks (A&M)

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Private Equity in Africa: Trends and Opportunities in 2021 (White & Case)

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Quarterly Frontier Markets Recap 1Q21 (FitchRatings)

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PODCAST: The Question Is…Are Many Emerging Markets Investors Missing the Next Big Growth Story? (Lazard AM)

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Geopolitics of the Vaccine (Amundi Research)

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A Strategy for Emerging Market Crises (Verdad)

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Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)

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PODCAST: The Question Is…Why Should Investors Bother with Emerging Markets? (Lazard AM)

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Asia-Pacific Private Equity Report 2021 (Bain & Company)

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Which Emerging Markets May Benefit Most from the Rebound in China and the DM? (PGIM Fixed Income)

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The Strengthening Case for Investing in Asia

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Brazil and South Africa: Two Continental Giants with Feet of Clay (PGIM Fixed Income)

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EM Equity Looks More Attractive Than it’s Been in a Decade (Wellington Management)

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Fixed Income Asset Allocation Insights: Emerging Market Debt Looks Attractive Amid Recovery (PineBridge Investments)

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Emerging Market Corporate Bonds: The New Core Fixed Income Staple (PineBridge Investments)

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Outlook on Emerging Markets (Lazard AM)

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Emerging Markets: The Post-Pandemic Promise (Franklin Templeton)

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Asia Equities: FAQS, Facts and Figures (UBS AM)

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The Emerging Asia Pacific Capital Markets: Vietnam (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Indonesia (CFA Institute)

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Investing Beyond the Storm: A View from the MENA Region (Franklin Templeton)

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Emerging Markets and China as the Last Man Standing (Investments & Wealth Institute)

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Indian Equity Outlook: From Survival to Revival (PineBridge Investments)

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The Emerging Asia Pacific Capital Markets: Sri Lanka (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Mongolia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Malaysia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Pakistan (CFA Institute)

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The Emerging Asia Pacific Capital Markets: India (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Cambodia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Bangladesh (CFA Institute)

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Earnings Matter in Emerging Markets (Franklin Templeton)

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All Regions in the Recovery Stage of their Economic Cycles (Candriam)

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Emerging Markets: Politics and Elections in 2021 (Wellington Management)

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Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)

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Asian Equities Drove Emerging Markets Higher in January (Franklin Templeton)

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Spirits, Fashion, Food, Appliances, and the Power of China’s Consumer (KraneShares)

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Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)

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Chinese New Year: How Investors Might Navigate Markets in the Year of the Ox (Franklin Templeton)

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Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)

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China to Exert Greater Financial Discipline This Year (BNP Paribas AM)

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The End of the Emerging-Market Bounce? (Man Group)

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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

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Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)

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Taiwan’s Institutional Resilience (Franklin Templeton)

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2021 China Outlook: Full Steam Ahead (Krane Shares)

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Outlook on Emerging Markets (Lazard AM)

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Frontier and MENA 2021 Outlook: A New Era of Investment (Franklin Templeton)

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Pandemic Accelerates New Economic Landscape for Emerging Markets (Franklin Templeton)

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Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021 (Franklin Templeton)

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While “Delisting” Gets Headlines, The SEC Proposes Orderly Solution (KraneShares)

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EMD 2021 Outlook: Nine Tailwinds for Emerging Market Bonds (LGIM Blog)

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Is South Korea Crowding Your Emerging Markets Allocation? (S&P Dow Jones)

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Can Manufacturing Relocate from China to India? (Wellington Management)

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Back to “Old School” Emerging Markets: Mexico (Wellington Management)

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Small But Mighty: Emerging Market Trends on the Cutting Edge of Change (Franklin Templeton)

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Russia: Tread Cautiously Into 2021 (Wellington Management)

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China: Seven Things Investors Should Know (LGIM Blog)

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Taiwan Equities Help Drive Performance of Emerging Markets in Q3 (FTSE Russell)

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North Asia vs South Asia: Differentiation is Key (DWS)

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