← Emerging Market Skeptic home
Category: “Investing Tips”
Frontier market and emerging market investing tips.
- Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)
- START not FAANG (GAM)
- The Allocator’s Perspective: Three Key Decisions on EM Equities (Wellington Asset Management)
- Are Fund Manager Meetings a Waste of Time? (Behavioural Investment)
- The Chandler Brothers: The Greatest Investors You’ve Never Heard Of (Macro Ops)
- Using CAPE Ratios in Emerging Markets (The Emerging Markets Investor)
- 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
- 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)
- The ESG “Cover Your Ass” Tour Begins As Managers Scramble To Remove References In Pitch Decks (Zerohedge)
- The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management)
- Identify Fraud Through Financial Statements (Asian Century Stocks)
- 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)
Support This Site
Tags
Africa
Argentina
Asia
Bangladesh
Brazil
Cambodia
Chile
China
Colombia
East Asia
Eastern Europe
Egypt
Greece
Hong Kong
India
Indonesia
Japan
Kenya
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
Sri Lanka
Taiwan
Thailand
Turkey
Ukraine
United Arab Emirates (UAE)
Venezuela
Vietnam
Category Specific RSS
Africa (168)
Bonds (75)
Books (4)
Brands (32)
China (626)
Closed End Funds (19)
Commodities (92)
Companies (32)
Corruption (25)
Currencies (77)
Eastern Europe (150)
EMS Analysis (86)
ETFs (44)
Eurasia / Central Asia (31)
Featured (2)
Frontier / Emerging Market News (970)
Fund Manager News & Research (487)
Futures / Options (1)
India (178)
Infrastructure (19)
Interesting News (44)
Investing Tips (256)
Latin America (282)
Middle East (115)
Mutual Funds (40)
Newsletter (86)
Real Estate (40)
Russia (131)
Southeast Asia (258)
Startups (64)
Stocks (283)
Technology (188)
Archives