All Emerging Market Equity articles
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NewsNo decarbonisation progress in emerging markets last year, says Fitch
EM situation offsets progress in advanced economies
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Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
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NewsBonus Pensionskasse cuts European and EM equities to boost returns
The scheme’s performance benefitted from reshuffling regional equity allocations, with a more robust weight to global equities
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NewsIntesa Sanpaolo DC scheme swaps Japan and EM equity funds
The scheme made the replacements due to the funds underperforming the set benchmark
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NewsDutch construction sector scheme halves emerging market equity exposure
Beijing’s ‘excessive control’ on management of large companies has increased investment risk in emerging markets and depressed share prices in China, says BpfBouw
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NewsKPN scheme dumps inflation linkers
The reason for the sale is Germany’s decision to stop issuing inflation-linked bonds
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NewsSwiss APK to review investment strategy, sustainability approach
The scheme plans to cover further asset classes with existing sustainability strategy
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Asset Class ReportsEmerging market equities: investors grapple with peak political risk
As billions of people head to the polls in 2024, how will politics influence flows to emerging market equities?
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Asset Class ReportsIs India’s equity market now the new China in investors’ eyes?
Better governance and a clear economic path may put India in the lead
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Asset Class ReportsA changing Saudi Arabia proves attractive for investors
Equity market is starting to open to investors as the country liberalises strict rules
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InterviewsPension funds hold on to their equities
European pension funds are looking to maintain their equity allocations, despite an uncertain outlook for global growth
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NewsPFA expects positive 2024 returns after 2023’s bullish stance pays off
Largest Danish pension fund reports 12% customer return, praising its own ‘moderately positive’ equities tactics
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AnalysisInvestors look to isolate China from EM equity portfolios, says bfinance
Several of bfinance’s institutional clients are reportedly on the verge of cutting out China from their main emerging market equity exposure
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Asset Class ReportsPortfolio Strategy – Emerging market equities
The Adani corporate scandal in India brought the issue of corporate governance in emerging markets back to the fore. As Lynn Strongin Dodds finds, however, emerging market corporates are slowly adapting to the requirements of institutional investors in terms of governance.
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Asset Class ReportsEmerging market equities – Rise of the Gulf equity markets
The Gulf region is changing dramatically and provides growing opportunities for emerging market investors
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Asset Class ReportsEmerging market equities – India’s dancing elephant in the room
Despite challenges with corporate governance and corruption, the prospects for India are too bright to ignore for investors
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Asset Class ReportsEmerging market equities – Investors watch as China corrects course
The Chinese government has managed to restart the economy post-COVID, but investors are cautious
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Special ReportAsia investment: Focus shift brings turmoil to emerging Asia equities
Enthusiasm about Asian equities has cooled on the back of global recession risk, geopolitics and inflation
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FeaturesChina calls the tune for emerging markets
If President Xi Jinping mismanages China, the careers of many emerging market asset managers could be over. It would also mean emerging markets as an asset class would become irrelevant, at least according to Xavier Hovasse, head of emerging markets at the French fund management house Carmignac, who has devoted his career to seeking opportunities in emerging markets.
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Asset Class ReportsEmerging markets: Global or local?
For emerging market strategies, it is difficult to establish a clear link between performance and local presence
