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Tag: emerging markets

Markets
EM debt can go mainstream, says Jim O’Neill
The chairman of Goldman Sachs Asset Management and creator of the Bric theme, Jim O’Neill, discusses changing investors' mindset regarding safe-haven assets and accessing ...
By Jame DiBiasio | 3 February 2012
Markets
Emerging markets still often treated as a ‘monolithic bloc’
With emerging market equities increasingly a core portfolio allocation, investors should take a more targeted approach to the asset class, says Robin Thorn at PineBridge ...
By Joe Marsh | 25 November 2011
Outlooks
Will a political ‘lost decade’ upend EM growth hopes?
Martin Currie’s emerging-market investor Kim Catechis says the next decade’s growth opportunity is intra-EM, but worries that wealth has led to complacent policymaking.
By Jame DiBiasio | 19 October 2011
Asset Owners
Korea military fund to boost overseas exposure
The Military Mutual Aid Association is shifting to emerging-market equities as it diversifies away from heavy positions in real estate.
By Dr Insup Lee | 8 July 2011
Asset Owners
Japanese pension funds rush to emerging markets
Not only are Japan’s pension funds keen to increase equity and debt exposure in emerging markets, but they are beginning to differentiate these from ‘global’ ...
By Jame DiBiasio | 9 May 2011
Alternatives
Credit Suisse AM outlines EM push with HDFC, alternatives
CS Asset Management CEO Robert Shafir says the firm will begin marketing HDFC’s India strategies this spring, as MD Neil Harvey scours for Asian partners in alternatives.
By Jame DiBiasio | 22 March 2011
Markets
Emerging-market portfolios safe from Egypt turmoil
Emerging-market equity firms see investment opportunities in Egypt’s new political era, but disagree about the timing.
By Jame DiBiasio | 7 February 2011
Markets
BoA Merrill seeks fresh angle to tap EM consumption
Given recent price performance and valuations of emerging market consumer companies, the bank has identified 22 large-cap stocks in the US and Europe with leverage to the EM ...
By Leigh Powell | 24 January 2011
Business Moves
Emerging markets yes, but there's money still in Europe: Axa
Axa Investment Managers CEO Dominique Carrel-Billiard explains where the firm will target growth in 2011.
By Jame DiBiasio | 14 December 2010
Alternatives
Korea Post seeks equity managers, alternatives adviser
The insurance arm of the $70 billion government-linked organisation is requesting proposals related to managing global equities and advising on alternatives.
By Dr Insup Lee | 29 November 2010
Outlooks
Asia to develop inflation-linked bonds, says Amundi CIO
Investors will be keen to snap up inflation-linked bonds issued by emerging markets in the next few years, predicts Pascale Blanque, CIO at Amundi.
By Jame DiBiasio | 22 November 2010
Outlooks
Conservative is 100% in emerging markets, says Ashmore
The emerging-markets investment firm argues that global investors should completely avoid the developed world.
By Jame DiBiasio | 12 November 2010
Markets
Latest batch of QDII funds focus on Bric equities
Three QDII funds targeting stocks in Brazil, Russia, India and China are launching in quick succession, underlining demand for diversification in China.
By Leanne Wang | 4 November 2010
Outlooks
Investor optimism way down on China and energy
In fact, asset managers are as bearish as they have been since early 2009 on several counts, according to Bank of America Merrill Lynch's June fund manager survey.
By Joseph Marsh | 18 June 2010
Markets
Don't focus too much on China, says JP Morgan AM
Chinese valuations are not yet in bubble territory, but investors should avoid confusing economic performance with stock-market returns, says emerging-markets head Richard ...
By Joseph Marsh | 29 March 2010
Markets
Emerging-market investors favour Indonesia and Russia
Meanwhile, a net number of investors are overweight Japan for the first time in 19 months, while Europe suffers a further sell-off, according to Bank of America Merrill Lynch's ...
By Joseph Marsh | 18 March 2010
Outlooks
Developed-market property is a good bet, says Barings
Review/outlook series: Marino Valensise, global chief investment officer at Baring Asset Management, explains why he's also keen on agricultural commodities and gold.
By Joseph Marsh | 18 January 2010
Markets
HSBC asset management heads pick 2010 trends
They're bullish on emerging markets, predict the renminbi will be allowed to strengthen and suggest the best exposure to China is through investments outside the country, among ...
By Joseph Marsh | 12 January 2010
Outlooks
GE Asset Management stays overweight emerging markets
Growth and net inflows to emerging-market stocks lead this US-based asset manager to strategically overweight the asset class.
By Jame DiBiasio | 11 January 2010
Commentary
Derivatives could threaten emerging-market growth, says Mobius
Two areas that could negatively affect emerging markets are restrictions on world trade and issues thrown up by derivatives, says Mark Mobius of Franklin Templeton.
By Joseph Marsh | 8 January 2010
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What will be your favoured currency in Year of the Dragon?
   |   View results
US dollar
  30%
 
Japanese yen
  3%
 
Aussie dollar
  12%
 
Singapore dollar
  21%
 
Chinese renminbi
  22%
 
None of the above; gold
  12%
TOTAL VOTES: 166

 
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February, 2012