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Category: “Fund Manager News & Research”
News about frontier market and emerging market funds / fund managers.
- Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)
- On the Ground in Brazil (East Capital)
- Five Takes on Multi-asset Investing in Post-Pandemic China (Schroders)
- Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University (Money Maze Podcast)
- India’s Opportunities: Impossible to Ignore (Van Eck)
- Back on the Ground in China: 8 Anecdotes From our First Post-Covid Visit (Arisaug Partners)
- The Outlook for Emerging Markets (FT Adviser)
- Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)
- Will China Grow Old Before it Grows Rich? (Lombard Odier Investment Managers)
- The Private Sector’s Share of China’s Largest Listed Companies Continued to Decline to 43 Percent in the Second Half of 2022 (PIIE)
- Guide to China Q1 2023 (JP Morgan AM)
- Brazil and the Return of Neomercantilism (The Emerging Markets Investor)
- China’s Existential Threat to Emerging Market Economies (The Emerging Markets Investor)
- China: What Could Drive its Markets in 2023 (Capital Group)
- EMs With Stronger Fundamentals Should See Inflows (Capital Group)
- China’s Structural Growth – From Opportunities to Challenges With Risks (BNP Paribas)
- Short-Seller Hindenburg Targets India’s Richest Man For “Brazen Stock Manipulation” (Zero Hedge)
- The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management)
- Latin America Q1 2023 Guide to the Markets (JP Morgan AM)
- The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)
- 2023 China Outlook: Leaping Back to Growth Potential in The Year of The Rabbit (Krane Shares)
- Emerging Markets Insights: Optimism on 2023 Outlook (Franklin Templeton)
- Emerging Markets Debt: Springtime in January? (Barings)
- AFC Asia Frontier Fund – Review 2022 and Outlook 2023 (AFC Asia Frontier Fund)
- Daily Voice | This Wealth Manager Feels India’s Growth Outlook May be Lowered on Likely Drop in Global Earnings (Moneycontrol)
- Global Thematics: What’s Behind India’s Growth Story? (Morgan Stanley)
- Asian Tigers: South Korea and Taiwan (Franklin Templeton)
- In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)
- Emerging & Global Markets Catch Up With Reality (Krane Shares)
- Emerging Markets Debt Outlook: A Glass Half Full or Half Empty? (Wellington Management)
- Why Now Might be a Good Time for Risk-Tolerant Investors to Buy Into Emerging Markets (Globe and Mail)
- With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)
- Asian Frontier Markets Update (AFC Asia Frontier Fund)
- Platinum Asset Management: Asia ex-Japan Market Update
- Relaxed Financial Markets Look at Lula’s Comeback (Amundi)
- MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
- 5 Growth Opportunities in India (William Blair)
- Emerging Markets Debt: Value Trap or Unfairly Tarnished? (Janus Henderson Investors)
- BNP Paribas Asset Management Survey Reveals Significant Impact of Demographic Change on Asset Allocation (BNPP AM)
- Star Stockpicker to Close Emerging Markets Fund: Terry Smith Gives Up on Struggling £325m Trust (Daily Mail)
- Geopolitics: The World is Splitting Into Two (Goldmoney)
- Quarterly Frontier Markets Recap – 2Q22 (Fitch)
- Emerging Markets Quarterly Outlook – July 2022 (City of London Investment Management)
- 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)
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