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Emerging Markets
December 15, 2022
Emerging markets: best not to look too closely
The mix of opportunities and risks across emerging markets means taking a broad exposure is wisest
September 08, 2022
Ashmore: a counter-intuitive and counter-inflationary play
Rising interest rates are kryptonite for emerging markets, but if you're willing to endure a rough ride the absolute and relative valuations are compelling
April 20, 2022
Farm shortfalls ripple across the sectors
A continuous increase in inputs linked to energy, transportation and labour has negative cost implications for a range of sectors
January 13, 2022
Calling the bottom for Ashmore
Getting the best value out of Ashmore is always going to test an investor’s ability to time the market
December 30, 2021
Genus breeds success
Genus isn’t alone in finding emerging markets a hard slog, but the quality remains
December 16, 2021
Exit the Dragon in 2022?
The long march for Chinese equities will bid to restart in 2022 after a year marred by government interventions and a sickly property market
December 16, 2021
Avoid becoming an emerging market Turkey
Emerging markets have had their fair share of disaster stories this year, but there are pockets of relative value on offer, too
December 19, 2019
The Chinese dream unleashed
How is China’s economic expansion affecting your investments and the world?
December 19, 2019
Emerging markets: good, bad and ugly
Can the best performers extend a winning streak?
December 19, 2019
What fund managers expect in 2020
What professional investors expect in the year ahead
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