All Emerging Market Equity articles – Page 3
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Asset Class ReportsIran: A giant prospect on the horizon
Iran looks likely to be reintegrated into the global community after the question of nuclear proliferation has been resolved. Joseph Mariathasan looks at what the opening of one of the world’s largest inaccessible economies could bring
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Asset Class ReportsEmerging & frontier market equities – A recurring upbeat record
Despite the volatility currently affecting emerging market equities at the moment, emerging markets have suffered periods of volatility in the past followed by rapid recoveries.
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Asset Class Reports
Call of the frontier markets
Frontier markets can offer huge attractions but investors need to pay attention to country backdrops and economic effects. Joseph Mariathasan reports
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Asset Class Reports
Emerging grey area
Joseph Mariathasan finds ‘emerging markets’ to be a legacy concept that has become increasingly blurred and illogical
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Asset Class ReportsEmerging Market Equities: Sailing into headwinds
Top-down forces have been buffeting emerging markets for some years now, exacerbated by the threat of Fed ‘tapering’ in 2013. But Joseph Mariathasan finds these forces translating into stock-market performance and portfolio strategies in complex, often unexpected ways
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Asset Class ReportsEmerging Market Equities: Wild frontiers
David Turner finds that illiquidity, political and ESG risks all conspire to put a limit on pension fund allocations to the high-growth potential of frontier markets
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Asset Class ReportsEmerging Market Equities: India turns a corner
Joseph Mariathasan finds that political and central bank governance could be at a positive turning point in India, as could corporate governance at company level
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Asset Class ReportsEmerging market equities – Buyers’ strike?
Cracks may be appearing in the great emerging consumer story. Martin Steward speaks to three managers that have scaled this edifice and offer different perspectives on whether it is time to jump off
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Asset Class ReportsEmerging Market Equities: The dragon awakes
Joseph Mariathasan examines China’s Third Plenum, which some are hailing as a watershed towards a market-led economy
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Asset Class Reports
Emerging & frontier equities – Tactical and strategic
As slowing growth depresses emerging market valuations, Joseph Mariathasan argues that this might be the time to adjust strategically for the new, long-term growth and risk paradigms
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Asset Class Reports
Emerging & frontier equities – The great melt-up
Capital flows into emerging markets suggest that valuations could be about to end their two-year slumber, argues Michael J Howell
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Asset Class Reports
Emerging & frontier equities – A turn in the cycle
There is a tussle between ‘quality’ and cyclicality among the top strategies in emerging market equities. Martin Steward looks at how three portfolios are shaping up for a possible turn in risk appetite
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Asset Class Reports
Emerging & frontier equities – The private market complement
Mark Mobius outlines why private equity is different in emerging markets from in developed – but also different from your existing public emerging markets exposure
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Asset Class Reports
Emerging Market Equities: Tide of history
Emerging markets, and their trade relationships with one another and the rest of the world, are changing. Traditional investment frameworks are struggling to remain relevant, writes Joseph Mariathasan
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Asset Class Reports
Emerging Market Equities: The evolution of fundamentals
Exposure to global smaller companies can capture diversification by market capitalisation, but also by developed and emerging market exposure, writes Nick Hamilton
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Asset Class Reports
Emerging Market Equities: Rooting for acorns
Somerset Capital finds a nice selection of tomorrow’s mighty oaks and quality local businesses among emerging small and mid-caps, writes Martin Steward
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Asset Class Reports
Emerging market equities – ‘Quality’ shines through
Martin Steward finds that a significant change in market leadership after 2009 determines who stays at the top of the emerging equity performance tables – and who falls
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Asset Class ReportsEmerging Market Equities: Emerging questions
The days of a simple emerging market allocation are over. Correspondingly, JosephMariathasan finds a variety of approaches among the top performing managers
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Asset Class Reports
Not just all-in on BRICs
Joseph Mariathasan and Martin Steward research some of the top performers in emerging market equities and finds considerable diversification, not only between top-down and bottom-up approaches, but between valuation methodologies
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Asset Class ReportsThe hunt for treasure
Rather than worrying whether the recent emerging market equities rally is sustainable, investors who believe in a long-term growth story should not attempt to time the unpredictable, finds Joseph Mariathasan
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