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Category: “Investing Tips”
Frontier market and emerging market investing tips.
- Emerging Market Country Selection in a Multipolar World: Twelve Things to Consider
- Frontier Markets Book List (Krish’s Garden on Notion)
- This Emerging Markets Manager Keeps Outperforming With This Strategy (Institutional Investor)
- Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)
- Money Rushing Into the US Will Reverse (Moneyweb.co.za)
- East vs West, ‘Stuff’ vs ‘Finance’ (Oilprice.com)
- The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)
- Confronting Volatility With Closed-end Funds (Abrdn)
- When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
- Global Rate Hikes Raise Contagion Risk Beyond Emerging Markets. Here’s Where to Look. (Barron’s)
- Emerging Markets Start Sending Out Warning Signals Against The Soaring Dollar (Zero Hedge)
- Reflections on the Ukraine Crisis: Watershed for EM Investing? (Acadian)
- Emerging Markets Aren’t for the Faint of Heart. Here’s What Advisors Should Know (FinancialPlanning)
- Star Stockpicker to Close Emerging Markets Fund: Terry Smith Gives Up on Struggling £325m Trust (Daily Mail)
- What Companies Have Learned from Losing Billions in Emerging Markets (Harvard Business Review)
- Emerging Market Stocks are Struggling in an Intangible World (Economist)
- Deglobalization Is Inflationary (Of-Two-Minds)
- Can We “Export Inflation?” Yes We Can, Yes We Are (OfTwoMinds Blog)
- Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)
- Investing in HK Stocks (Turtles Substack)
- Emerging Markets in a World of Higher Long-Term U.S. Inflation (PGIM Fixed Income)
- Discern and Diversify: Asian Bonds Increasingly Sought for Better Diversification (Eastspring Investments)
- Alternative Data in China (Man Institute)
- PODCAST: The Question Is…What Should Investors Look for in an Emerging Markets Company? (Lazard AM)
- A Strategy for Emerging Market Crises (Verdad)
- Focus on Stock Picking as Valuation Gaps Tighten in Asian Equities (The Asset)
- Asia Equities: FAQS, Facts and Figures (UBS AM)
- The Right ETF Starts With the Right Index (FTSE Russell)
- Is South Korea Crowding Your Emerging Markets Allocation? (S&P Dow Jones)
- Emerging Market Fixed Income: Characteristics of the Asset Class (FTSE Russell)
- How ETFs Amplify the Global Financial Cycle in Emerging Markets (Federal Reserve)
- Corporate Governance in Emerging Markets: Progress and Opportunity (Franklin Templeton)
- Opportunities in Emerging Markets Small-Cap Investing (American Century Investments)
- Investing in the Changing Shape of Emerging Markets (Amundi Research)
- From Imitation to Innovation: Emerging Markets’ Technology Journey (Franklin Templeton)
- Structural Change in Emerging Markets: 4 Key Forces to Understand (Wellington Management)
- Frontier Case Study: Ecuador’s Path to Economic Sustainability (PGIM Fixed Income)
- 30 Years On From the Launch of the MSCI Emerging Markets Index (MSCI)
- Crash Testing the Fama-French Factor Model in Emerging Stock Markets (Robeco)
- Investing in Emerging and Frontier Markets: An Investor Viewpoint (World Federation of Exchanges)
- Searching for Alpha Consistency in Emerging Market Equities (State Street)
- The Changing World of Emerging Markets Investing (Aberdeen Standard)
- Thinking Strategically About Emerging Markets (UBS)
- The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone” (Franklin Templeton)
- Emerging Markets: What Matters Long Term? (MFS Investment Management)
- Four Reasons Why We Think Emerging-Market Fears Are Overblown (Franklin Templeton)
- The “Next Eleven” and the World Economy (The Asset)
- Consumption Growth: Investing in Today’s Emerging Markets (Mirae Asset)
- Are Frontier Markets a Calculated Risk? (Bloomberg)
- Giving Credit Where It’s Due: ESG Factors in EM Sovereign Debt (Lazard Asset Management)
- Emerging Markets: How to Unlock the Next Wave of Returns (Amundi Asset Management)
- 3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
- Frontier Markets: One of the Last low-Correlated Asset Classes? (Commerzbank)
- 3 Misconceptions You Might Have About China (KraneShares)
- The 5 Best Emerging Markets for 2018 (Kiplinger)
- Understanding Emerging Markets Debt (Aberdeen Standard Investments)
- Emerging Markets Through the Years (Mobius Blog)
- 8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)
- How MSCI’s Global Investable Market Indexes Methodology Influences Trillions of Dollars (Kraneshares)
- Mark Mobius Answers Readers’ Questions (Mobius Blog)
- Chart: Asia Corporate Profits on Major Historical Turning Points
- Downgraded Countries Were Top Emerging Market Performers in 2016 (IOL)
- This Is What Can Kill the Emerging Market Rally (Bloomberg)
- Peak Emerging Markets Heave Into View (FT)
- Why Commodities Don’t Belong in Portfolios (Institutional Investor)
- 3 Successful Frontier Market Investing Strategies (DraculaCapital.com)
- Stop Worrying About Chinese Debt? (The Asset)
- JP Morgan’s Gartside: Currencies Now Bear the Blunt of Political Risk
- The Golden Era for Investing Could Be Ending (Bloomberg)
- What Risks Do Emerging Markets Pose to US Economy? (Bloomberg)
- Lessons From When the USA was an Emerging Market (WSJ)
- No Starbucks? Then Its a Frontier Market (Forbes)
- Five Misconceptions About China’s Stock Markets (KraneShares)
- Emerging Market Risk Ranking: Most Vulnerable to the Strongest (FT)
- Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)
- Why invest in Latin American Stocks? (Aberdeen)
- Mark Mobius: Biggest Risks Facing Emerging Market Funds (FE Trustnet)
- Understanding China’s Onshore Equity Market Rally (KraneShares)
- Naspers’ Tencent Stake Drives the MSCI South Africa Index’s Returns (KraneShares)
- Better Investing Strategy: Blend Emerging & Frontier Markets (Financial Advisor)
- Indices for Measuring Emerging Market Political Instability (Enterprising Investor)
- Why Emerging Markets are Increasingly Moving to Their Own Rhythms (AP)
- New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)
- South Africa Stocks “Expensive Within Emerging Markets” (Moneyweb.co.za)
- CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)
- Fortune Magazine’s Best Emerging Markets to Invest in Now
- Income Ideas From Emerging Markets (Institutional Investor)
- Psigma’s Gregory: Avoid Economies With Current Account Deficits (FE Trustnet)
- Skerritts’ Merricks: “A Strong Dollar is Rarely a Good Thing for Emerging Markets” (FE Trustnet)
- Most of What You Believe About Emerging Markets is Wrong (Forbes)
- Look at Stock Returns Rather Than GDP Growth Figures (II)
- Job Insecurity Hits the Middle Class / Older Workers in Emerging Markets (AllianceBernstein)
- Creeping Government Role in Emerging Market Businesses are a Worry (Reuters)
- Are Emerging Markets Still a Good Investment? (The Telegraph / Bloomberg)
- Are Emerging Markets Recoupling with Developed Markets? (II)
- Emerging Market Stocks Face Prospectus Scrutiny (Canadian Securities Law)
- The State of Big Emerging Markets on One Giant Map (BI)
- Do You Need to Putin-proof Your Portfolio? (FE Trustnet)
- Indexes Often Get Emerging Markets Wrong (Barron’s)
- Emerging Markets Election Timetable 2014 (Aberdeen)
- The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)
- A Simple Allocation Strategy for Including EM Stocks in Global Portfolios (The Emerging Markets Investor)
- Sleeping Giants – The Case for Emerging Markets (Robeco Webinar)
- Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
- How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
- The New Frontier in Fixed Income: Short-term, Diversified Exposure to Emerging Market Bonds (FTSE Russell)
- Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)
- As Stock Picker Dubbed British Warren Buffett Winds Up Fund That Wasn’t Doing Well… Should YOU Steer Clear of Emerging Markets Too or is it Time to Buy? (Daily Mail)
- Unpacking Your Portfolio’s Exposure to China (WisdomTree)
- How a Strong Dollar Affects International Currencies & Commodities (CME Group)
- Gambling on Development Review – How the Politics of Countries Matters for Development (Bretton Goods Substack)
- BNP Paribas Asset Management Survey Reveals Significant Impact of Demographic Change on Asset Allocation (BNPP AM)
- What Went Wrong for Terry Smith’s Trust? (FT Adviser)
- The Financial History of Emerging Markets: New Indices
- A New Conversion Option for (large) Holders of Russian ADRs and GDRs (Undervalued Shares)
- The Cuba Files – Court Documents For Distressed Debt Investors (Undervalued Shares)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Interview with Herald van der Linde (Asian Century Stocks)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- What If Capital Controls are Imposed in the Countries You Invest In? (Undervalued Shares)
- How to Think About Investing in China Today (Capital Group)
- Seven Reasons to Invest Actively in EM Equities (Wellington Management)
- Guide to Emerging Markets Investing (Robeco)
- PODCAST: The Question Is…Are Many Emerging Markets Investors Missing the Next Big Growth Story? (Lazard AM)
- PODCAST: The Question Is…Why Should Investors Bother with Emerging Markets? (Lazard AM)
- Emerging Market Corporate Bonds: The New Core Fixed Income Staple (PineBridge Investments)
- Adding Emerging Markets Stocks to a Developed Markets Portfolio? A Linked Model Can Help Manage the Risk (Qontigo)
- Emerging Market Exchange Rates: Cheap or Value Traps? (Capital Group)
- Are Emerging Markets a Pain Point? Or is it Your Approach? (KraneShares)
- Digging Deeper Into Emerging Market Debt (Capital Group)
- Investing in China: A Question of Stock Picking Rather Than Index Picking (Robeco)
- Mastering Emerging Market Debt (Willis Towers Watson)
- Emerging Markets: A World of Opportunity (Nuveen)
- Structural Change in Emerging Markets: 4 Key Forces to Understand (Wellington Management)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- The Future of Emerging Markets: A Development Marathon, Not a Growth Sprint (Wellington Management)
- Don’t Fall for These Myths About ESG in Emerging Markets (PineBridge Investments)
- Emerging Market Debt: European Institutional Masterclass (AssetTV)
- Podcast: ‘Investing in Emerging Markets Takes Nerves of Steel’ (Robeco)
- Frontier Markets (Meketa Investment Group)
- Evaluating Emerging Market Stocks through a Governance Lens (MSCI)
- Three Reasons to Embrace Emerging Market Corporate Credit (Franklin Templeton)
- The Impact of US Policy on Emerging Markets: Three Investor Misconceptions (Franklin Templeton)
- Why Active Matters for Emerging Market Opportunities (MFS Investment Management)
- The Future of Yuan (Express Tribune)
- Exchange Rate Predictability in Emerging Markets (Amundi AM)
- The Appeal of Emerging Market Local Currency Debt (Eaton Vance Management)
- Why Fixed Income Investors Should Consider a Dedicated Allocation to Emerging Market Debt (PineBridge Investments)
- Understanding Four Forces of Structural Change in Emerging Markets (Wellington Management)
- Emerging Market Debt: Hard Currency or Local Currency? (SSGA)
- Navigating a China Dip (Enterprising Investor)
- Investing in Emerging Market Currencies & Debt, Europe 2018 (Clear Path Analysis)
- Deciphering the Frontier Market Opportunity (Lazard)
- Is Now the Right Time to Invest in Frontier Markets? (Portfolio Adviser)
- What’s Really Driving China’s Currency Stability (KraneShares)
- Enjoy This Cyclical Emerging Market Rally While it Lasts (FT)
- Frontier Markets: Attractive Valuations with Limited Correlation (Mobius Blog)
- Busting Frontier Market Investing Myths (Mobius Blog)
- Podcast: A Beginner’s Guide to Investing in China (KraneShares)
- A Random Walk Through Emerging Markets (Macro Man)
- Infographic: Why Emerging Market Stocks Aren’t All the Same (Charles Schwab)
- 3 Ways to Structure an Emerging Markets Portfolio (Barron’s)
- Have Higher-Yielding Emerging Markets Peaked in Value? (SCMP)
- Should You Still Buy Into the Emerging Markets Rally? (International Adviser)
- Risk Factors Triggering the Most Analyst Questions in Asia (Asset Benchmark Research)
- Ruchir Sharma’s Guiding Principles for Emerging Market Investing (Bloomberg)
- Be Wary of the MSCI China Inclusion Hype (WSJ)
- UBS’s Raphael: A Hard Time For Emerging Markets Investing (Bloomberg)
- What Makes Emerging Market Debt Tick? (CFA Institute)
- Frontier Markets Are a Backdoor Oil Trade (CNBC)
- Table: Emerging Market Bull vs Bear Market Dates (Mobius Blog)
- Argentina: Where Growth & Stock Market Returns Diverge (Mobius Blog)
- Chart: Chinese Margin Debt vs Other Stock Market Crashes (Guggenheim)
- Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)
- GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)
- Emerging Markets’ Foreign Exchange Reserves Have Dipped (Mobius Blog)
- Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares)
- Frontier Markets: Small, Concentrated & Misunderstood (Financial Advisor)
- Prudent Ways to Invest in Frontier Markets (WSJ)
- Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)
- Don’t Invest in Countries With Strong GDP Growth? (GMO LLC)
- Fortune Magazine: Seven Emerging Markets to Invest in Now
- Some Key Points: The Renminbi & China Commercial Paper Market (KraneShares)
- How Much Should You Invest in Emerging Markets? (The Telegraph)
- Rplan Survey: Investors Have Been “Taken In” by Emerging Market Hype
- Psigma’s Gregory: Sell Catch-All Global Emerging Market Funds & Be More Selective (FE Trustnet)
- Lessons From a Decade of Chinese Stock Trading (WSJ)
- How MSCI’s Removal of Qatar & UAE Impacts the Frontier Markets Landscape (MM)
- Rapid Aging in Emerging Markets will Impact Consumer Spending (AllianceBernstein)
- Shift Your Emerging Market Consumer Exposure from MNCs to Local Stocks (FE Trustnet)
- Why Emerging Markets Are Up to the Stress Test (FP)
- What Does it Take to be an Emerging Markets Investor? G&M
- Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)
- Best Consumer Stocks for Emerging Market Investors (Morningstar)
- Its Difficult to Find a Good Emerging Markets Fund (every investor)
- Is This Divergence an Emerging Market Warning Sign? (BCA Research)
- Mark Mobius vs Passive Emerging Market Funds (CBS MoneyWatch)
- Seven Things to Consider Before Investing in Emerging Markets (AllianceBernstein)
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