← Emerging Market Skeptic home
Category: “Fund Manager News & Research”
News about frontier market and emerging market funds / fund managers.
- 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)
- China: Innovation Superpower (Wellington Management)
- Gray Swans for 2019 (State Street Global Advisors)
- Emerging Market Fixed Income: 2019 Outlook (UBP)
- Top Risks 2019: Bad Seeds (Eurasia Group)
- Frontier Investment Funds Are Moving Into Uzbekistan (bne IntelliNews)
- Diversifying Your Emerging-Markets Allocation (Aberdeen Standard)
- October EM Market Recap and Outlook: A Sea of Opportunities (Franklin Templeton)
- Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)
- Emerging Market Debt: Wind Against the Tide (J.P. Morgan AM)
- China’s Innovation Boom Benefits Active Managers (William Blair)
- China: A Visit to the Epicenter (KKR)
- Emerging Markets: Blow-Up? Or Blow Over? (Goldman Sachs)
- 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)
- Is Turkey Really Out of The Woods? (Amundi AM)
- Chicago Public School Teachers Assigns $20 million to Africa-focused Private Equity (P&I)
- Latin America: Where to Find Growth in 2019? (Pictet AM)
- Emerging Stocks Could Make a Comeback This Year (Robeco)
- Bangladesh: A Rising Consumer Story (AFC Asia Frontier Fund)
- The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone” (Franklin Templeton)
- The Race to Harness AI Technology in Asia (Franklin Templeton)
- A Class Apart: Emerging Asia’s Fixed Income Market (Pictet AM)
- Asia at a Crossroads: Demographics, Economics & Investment (State Street)
- Is the Emerging Market Story Over? (Macquarie)
- Three Investible Themes in China A-Shares (William Blair)
- How Would a Trade War Affect Emerging Markets? (Wellington Management)
- To Play China’s AI “Gold Rush:” Invest in the Shovels (Wellington Management)
Support This Site
Tags
Africa
Argentina
Asia
Bangladesh
Brazil
Cambodia
Chile
China
Colombia
East Asia
Eastern Europe
Egypt
Emerging Europe
Greece
Hong Kong
India
Indonesia
Kenya
Kuwait
Latin America
Macau
Malaysia
Mexico
Middle East
Myanmar
Nigeria
Pakistan
Peru
Philippines
Poland
Qatar
Russia
Saudi Arabia
SE Asia
Singapore
South Africa
South Asia
South Korea
Taiwan
Thailand
Turkey
Ukraine
United Arab Emirates (UAE)
Venezuela
Vietnam
Category Specific RSS
Africa (135)- Bonds (61)
- Books (3)
- Brands (26)
- China (394)
- Closed End Funds (19)
- Commodities (42)
- Companies (25)
- Corruption (10)
- Currencies (51)
- Eastern Europe (106)
- EMS Analysis (10)
- ETFs (32)
- Eurasia / Central Asia (22)
- Featured (4)
- Frontier / Emerging Market News (592)
- Fund Manager News & Research (377)
- Futures / Options (1)
- India (113)
- Infrastructure (15)
- Interesting News (36)
- Investing Tips (203)
- Latin America (171)
- Middle East (88)
- Mutual Funds (25)
- Products (1)
- Real Estate (19)
- Russia (91)
- Southeast Asia (191)
- Startups (42)
- Stocks (134)
- Tabloid Fun! (11)
- Technology (118)
- Uncategorized (1)
Archives
