Robert Harvey, portfolio manager at Matthews Asia analyses the impact of Thailand's military coup for investors.
Neuberger Berman’s Prashant Singh and Puay Yeong Goh see underperformance in Thailand in wake of coup
Prashant Singh, lead portfolio manager (Asia) and Puay Yeong Goh, senior economist at Neuberger Berman see the recent coup in Thailand as another factor that is likely to keep performance from the Thai market relatively poor in the medium term.
Following the recent sell-off in emerging markets, there is a view developing that now is the time to invest, Jade Fu, investment manager at Heartwood Investment Management
Recent events may have spooked investors in Thailand, but long term emerging markets investor Mark Mobius, who manages the Templeton Emerging Markets Investment Trust, has looked beyond the politics.
Jan Dehn, head of research at Ashmore, discusses the latest EM survey releases and policy reforms
Funds focused on Indonesia, Malaysia and Thailand ware particularly in demand among Swedish investors during April, while Sweden and more traditional emerging market equity funds were among those most sold, according to figures from Skandia.
Robert Horrocks, CIO at US-based fund provider Matthews Asia, has said that China may not feel obliged to step into any rescue efforts targeting Italy.
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.
The appetite for emerging market equities among institutional investors is reaching a period high, according to a report by Clear Path Analysis.
Several emerging markets funds have soft closed recently to stem investment pouring into the strategies and provoking "capacity" issues.
Renaissance Asset Managers (RAM) has announced the launch of a Frontier Markets fund to invest in markets with a forecast GDP growth of over 4%.
Low sentiment could mean positive surprises, according to Kully Samra, UK branch director at Charles Schwab.
The stability of China remains HSBC’s key call, said Frederic Neumann, HSBC’s co-head of Asian economic research, who is also optimistic on the ASEAN markets.
Carmignac Gestion’s strong performance this summer has silenced its critics and boosted confidence in the newly launched Carmignac Emerging Patrimoine.