Focusing on environmental, social and governance factors improves the performance of emerging-market equity indices but not developed-market ones, finds new research.
Emerging-market equities still have room to rise, but EM bonds face potential problems that could scupper their rally, says Tai Hui, the fund house’s chief market strategist for Asia.
The French fund house shares the bullishness expressed in AsianInvestor’s emerging market equities poll, but advocates a selective approach.
The US fund house has been beefing up its equity research desks in the region, with a strong focus on China, as it moves to better integrate Asia research within its global stock coverage.
Which Asian emerging stock market do you see as offering the best opportunity right now: China, India, Indonesia, Korea or Thailand?
Would you take a global emerging-market equities approach, or go regional and focus on Asian, Latin American or Emea stocks?