First quarter figures show emerging market funds are benefitting from better prospects in the US.
Emerging market equity funds took in $2.3 billion in net inflows last week, according to EPFR Global, amounting to the largest inflow since mid-December.
Emerging market specialist Mark Mobius says despite the global financial crisis, portfolio investment opportunities in the world's less developed markets are abundant.
Aviva Investors’ CIO for equities Niall Paul expects emerging market equities to continue to underperform until global growth stabilises.
Aberdeen Asset Management’s Mark Gordon-James says many companies in emerging markets are expected to deliver better earnings growth than their Western peers over the long-term.
No one should underestimate the profound damage caused by the financial turmoil to investor confidence in all markets globally, says emerging markets specialist Brad Durham.
Merrill Lynch predicts reluctance among investors to re-enter emerging markets, which have suffered $30 billion in outflows in recent weeks.
The firm expects Brazil, China, Russia and the Middle East to survive any global economic slowdown that may occur.
Vietnam, where the benchmark equities index fell 22% in the second quarter, has posted inflows for 10 of the past 14 weeks on bargain hunting, says EPFR Global.
This latest fund excludes South Korea and Taiwan which are considered developing markets economically but are still trapped in the emerging category due to reasons related to ...
Net inflows to emerging market funds nearly doubled to $40.83 billion in 2007.
New Star fund manager Brian Coffey favours financials and property in China and Hong Kong.
Merrill Lynch says emerging markets are poised to outperform in 2008, but performance will be choppier.
Investors are seeking safety in cash and are positioning for an expected US rate cut.
Global emerging markets head Allan Conway says many are underestimating the risks of a slowdown in the US economy.
The fund will focus on consumer-related companies.
Net inflows to emerging market funds have reached $41 billion so far this year, at the expense of the US, Europe and Japan.
Investors are shifting to cash.
HSBC Investments’ global emerging markets head says recent gains are supported by stronger economies, less debt and better fiscal policies.
While the inflows seem positive on the surface, the strength and speed of the money coming in is causing some analysts to sound the alarm.