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...
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...
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...
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'.
Improving fundamentals and attractive valuations will drive positive trends in emerging markets, according to Jan Dehn, head of Research at Ashmore.
Jan Dehn, head of Research at Ashmore, discusses why sell-offs in Emerging Markets often start simply because investors are ignorant about how EM will respond to changes in the global environment, such as Fed tapering.
Jan Dehn, head of Research at Ashmore, discusses why China and developed economies such as the United States, are worlds apart in terms of their debt profiles.
Ashmore Group was the first non-Greater China based asset manager to be awarded RQFII licence to enable investment in China's domestic securities markets
Jan Dehn, head of Research at Ashmore discusses year-end global market dynamics and why it is business as usual for Emerging Markets.
Jan Dehn, head of Research at Ashmore discusses how exposure to Emerging Markets offers investors genuine diversification, while exposure to developed economies is increasingly akin to making a single bet.
Jan Dehn, head of Research and Gustavo Medeiros, Portfolio Manager at Ashmore discusses the battle between bond vigilantes and the Fed.