Jan Dehn (pictured), head of Research at Ashmore discusses why both sentiment towards Russia and prices of Russian assets have moved out of line with fundamentals, which is creating significant value. “The reasons for the negative sentiment towards Russia are well-known. The Ukraine situation and sanctions have been important negatives and so has the fall […]
Jan Dehn, head of Research at Ashmore discusses current geopolitical issues and the implications for Emerging Markets investors. The transformation of finance, economic policy and global politics that was sparked by the economic crisis in developed countries in 2008/2009 is far from over, in our view. Global politics is becoming more confrontational and investors in […]
Jan Dehn, head of Research at Ashmore discusses Kenya becoming the 62nd member of the Emerging Markets (EM) external debt asset class and puts the recent upside economic surprises in Colombia and Mexico into the context of future tighter global financial conditions.
Jan Dehn, head of research at Ashmore, discusses why Santos’ re-election in Colombia is good news, China’s non-admission to the EM equity MSCI index is a non-event and takes a look at Turkey’s GDP figures, which shows that the economy is adjusting sharply to the rate hikes earlier this year.
Jan Dehn, head of Research at Ashmore warns investors of the dangers of investment bandwagons where traditional market drivers are scarce.
The Ashmore Group has introduced three new Sicavs to its Luxembourg Sicav range in order to give European investors easier access to a number of emerging markets.
Jan Dehn, head of Research at Ashmore discusses the sanctions against Russia and why the EU has adopted a low profile on the Ukraine question versus the US.
Jan Dehn, head of Research at Ashmore discusses why investors are rightly taking a fresh look at adding Emerging Markets (EM) exposure after nearly a 12 month EM bear market.
Jan Dehn, head of Research, Ashmore discusses why global market sentiment is weak, allegedly due to Russia and China.
Alexis De Mones, head of Fixed Income at Ashmore, discusses the Emerging Markets corporate bond debt universe and why higher spread and lower duration characteristics in comparison to developed market credit indices offer one of the most compelling opportunities in global fixed income markets today.
Jan Dehn, head of Research at Ashmore, discusses why positive noises from the IMF bodes well for early disbursement of emergency funding, the default of China’s Chaori Solar Energy and the Romanian rapid growth rate.
Jan Dehn, head of Research at Ashmore, discusses why events in Ukraine are a reminder of how damaging the Cold War was for Emerging Markets and why the ‘Fragile Five’ are gradually turning into the ‘Frugal Five’.