May 28, 2019 China and US: Tug of Trade War by Mo Ji, Shamaila Khan The latest spike in trade tensions between the US and China raises the stakes for the G20 meeting in late June. It also has some investors questioning how China will manage growth as well as fiscal and monetary policy to keep stability through these uncertain times. China, Economics, Emerging Markets, Fixed Income, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 22, 2019 Emerging Markets: Widen Your Lens Beyond Trade Tensions by Morgan Harting The beauty of EM investing is you can find opportunities in stocks or bonds beyond the narrow focus of headlines. Emerging Markets, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 14, 2019 Postcard from… India by Jia Zhang India’s financial sector can be as chaotic as a Mumbai street market. But when I recently visited India and looked beyond the noisy headlines, I felt excited about the attractive investment opportunities that were created by the liquidity crisis which started last September. Emerging Markets, Equities Likes 0 SHARE Bookmarks
May 14, 2019 Where Next? Our Post-Recovery Outlook for Emerging-Market Debt by Shamaila Khan Emerging-market bonds got off to a strong start after a difficult 2018. Are more gains possible? We think so, and volatility sparked by increased trade tension may provide a buying opportunity for selective investors. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
May 14, 2019 Why Play Defense in Rising Emerging Markets? by Sammy Suzuki Why should emerging-market investors exercise caution in a rising market? With big unresolved challenges, we think it’s prudent to target companies with solid fundamentals and stable business models to overcome macroeconomic uncertainty and build a resilient portfolio for the long-term. Emerging Markets, Equities Likes 0 SHARE Bookmarks
February 14, 2019 No more ‘Wild East’: China’s Stock Market Is Growing Up Fast by John Lin, Stuart Rae The Chinese stock market is changing at breathtaking speed and is on track to reach maturity faster than any other in history. Global investors have been reluctant to dive in, but there are good reasons to get acquainted with the companies serving the world’s second-largest economy. China, Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 23, 2019 Nigeria and South Africa: Will Elections Bring Change for Investors? by Adriaan du Toit Africa’s two largest economies will hold elections this year, and there’s a good chance the outcomes will lead to slightly faster growth and higher asset prices. But rising populism and nationalism remain a longer-term risk. Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
January 14, 2019 2019 Elections in Scope: Nigeria & South Africa by Adriaan du Toit The two biggest economies in Africa—Nigeria and South Africa—both have presidential elections in 2019. The results will set the stage for the next phase of these economies as well as investor interest in them. These elections could also have implications for the economic future throughout the continent. Economics, Emerging Markets, Equities, Fixed Income Likes 0 SHARE Bookmarks
January 08, 2019 China: Current Questions, Long-Term Opportunities by Sharon Fay Yes, investor concerns are swirling around China’s economy and the gradual opening of its domestic equity market, but the long-term picture presents significant opportunities for active investors. China, Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 02, 2019 Wary of Emerging-Market Debt in 2019? You Shouldn’t Be. by Shamaila Khan, Christian DiClementi There’s no sugarcoating it: 2018 was hard on emerging markets. But as Nietzsche (and Kelly Clarkson) said, what doesn’t kill you can make you stronger. And as 2019 begins, we see many pockets of strength—and opportunity. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
November 27, 2018 Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks by John Lin, Stuart Rae Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine. China, Emerging Markets, Equities, Policy & Regulation, Trade Wars Likes 0 SHARE Bookmarks
October 08, 2018 How Low Can Emerging Markets Go? by Sharon Fay Emerging-market (EM) stocks fell in the third quarter and continued to diverge sharply from developed-market equities. While it may be too soon to buy into the weakness, investors should watch for signs that could herald a quick rebound. Emerging Markets, Equities Likes 0 SHARE Bookmarks
September 12, 2018 Emerging Markets: It’s Not All About Turkey by Sammy Suzuki Investors in emerging-market (EM) stocks have taken a big hit as Turkey’s crisis has escalated. But a closer look inside the EM benchmark suggests that the entire developing world isn’t broken. Economics, Emerging Markets, Equities Likes 0 SHARE Bookmarks