Standard Life Investments believes that differences in financial vulnerabilities can help investors choose which emerging market to invest in for 2016. Emerging markets have experienced several years of relative underperformance. In 2016, they will face considerable external headwinds such as China’s slowdown and rebalancing, weak commodity prices, higher short-term US interest rates, and possibly further US dollar appreciation. […]
Neuberger Berman has boosted its emerging markets debt (EMD) offering with the launch of an Asian focused fixed income Ucits fund for non US investors. The Asian Debt Hard Currency fund can invest in government and related debt, as well as in corporate bonds, as well as across the investment grade and high yield spectrum. […]
Jorry Rask Nøddekær (pictured), manager of the Nordea 1 – Emerging Stars Equity Fund comments on the outlook for emerging market equities. Not all emerging markets are created equal. The fundamental differences between many of the different regions in the emerging market universe are stark, underlining the importance of taking an active investment approach in […]
By Peter Sartori, head of Equity, Asia at Nikko Asset Management Asia is evolving rapidly, which has implications for investors globally. As ‘Old Asia’ evolves into ‘New Asia’, investors need to consider where growth will come from in the future. At Nikko Asset Management, we have identified four key themes for tomorrow’s Asia. Taking into consideration demographics, […]
Invesco Perpetual has announced the promotion of fund managers, William Lam and Tim Dickson within its Asian Equities team, under the leadership of Stuart Parks, head of Asian Equities. Lam, who has worked as a fund manager on the Asian Equities team at Invesco Perpetual since 2006 will become co-fund manager of the Invesco Perpetual Asian […]
Despite many portfolios still underweight EM equities, investors are turning more positive as sentiment and fundamentals improve. Against a backdrop of five months of outperformance versus their DM counterparts, Stephen Cohen, Chief Investment Strategist at iShares EMEA, looks at why emerging market equities have the potential to go further. “EM equities’ out performance in the […]
The concept of decoupling worked well until the first signs of recovery from the crisis kicked in, says ING IM’s emerging market strategist Maarten-Jan Bakkum.
US hedge fund provider SkyBridge Capital has struck a strategic partnership with South Korea’s Woori Investment & Securities, which adds another Asian leg to its international expansion, that already encompasses Europe.
Brazilian and Russian holdings have been among the biggest negative contributors year-to-date in the Skagen Kon-Tiki portfolio, while Chinese and Korean are among the biggest positive contributors, the manager says in its latest update.
Deutsche Börse has launched a Japanese and Korean language versions of its Market Data & Analytics (MD&A) website, as part of its efforts to enhance access and information for prospective clients in Japan and South Korea.
Analysis of inflows to exchange traded products focused on Korea by Markit Securities suggests that investors see opportunity there, but not equally across all companies, as Markit’s shorting data also suggests.
South Korea is set to miss the deadline to start clearing derivatives through a central counterparty (CCP) by the start of 2013 because of delays in passing new legislation to formalise central clearing through parliament.