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.
Esty Dwek, investment strategist at HSBC Private Bank, has picked out Mexico, Turkey and South Korea as high conviction emerging market plays.
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.
Domestic demand within Asian markets is creating significant opportunities for long term investors in the region, says Matthews Asia's Sharat Shroff, co-lead manager on the Pacific Tiger sub-fund of the manager's Luxembourg Sicav.
On June 7 China cut its interest rate by 25 basis points for the first time since December 2008 - an unexpected decision, which caused markets to rally.
Robert Horrocks, CIO of Matthews International Capital Management, adviser to the Matthews Asia Funds, says investors need to distinguish between growth-driven exports and export-led growth.
Single country frontier markets equities funds are capable of providing some eye-watering returns on acceptable volatility, the problem is there are not many to choose from.
Legal & General Investment Management (LGIM), one of the biggest investors in the UK's FTSE 100 companies, has warned that metals and mining companies could bear the brunt of any rebalancing of the Chinese economy away from manufactured exports.