Five charts that explain the case for emerging markets October 8, 2018 | City Talk Investors generally understand the importance of emerging markets in terms of their economic impact but, perhaps due to lack of knowledge, often struggle to know how best to reflect this in their portfolios. Those investors have ignored what are some of the world's best-performing financial markets since the turn of the millennium. What is more, [...]
Mark Mobius investment trust IPO falls £100m short of target September 27, 2018 Emerging markets veteran Mark Mobius' investment trust has raised £100M through an Initial Public Offering (IPO), which is half of the target amount. Mobius Capital Partners announced it would target £200m for the trust, which will invest in small to mid cap emerging and frontier markets, earlier this month. Read more: Mobius to raise £200m for emerging markets [...]
Debt burden means more turbulence ahead for global markets, BIS warns September 23, 2018 Overstretched asset valuations and high debt loads across the world are likely to trigger further dramatic turbulence on markets, the head of an influential group of central bankers warned today. A quarterly review by the Bank for International Settlements (BIS), known as the central bankers’ central bank, warned that markets in advanced economies were strained, [...]
Britain can’t escape a global trade war – so we have to stop it September 20, 2018 The first casualty of war, it is said, is truth. The first casualty of the current US-China trade war was Mid-Continent Nail – America’s largest nail producer – which is in a state (Missouri) that overwhelmingly voted for Donald Trump, and has already had to lay off a third of its workforce. The problem is [...]
Why timing is essential when it comes to emerging markets September 17, 2018 Whether the big re-pricings that have occurred in Argentina and Turkey were rare events limited to those countries, or part of a wider pattern that could have further systemic implications, is a topic that frequently comes up on CNBC’s Street Signs. More often than not, our guests have leaned toward the former. Both countries have large [...]
Green is the new gold…and emerging markets are flashing red September 5, 2018 | Sponsored Forget Gold. The greenback is the new safe haven of choice for investors seeking refuge. They are flocking to the US dollar en masse every time geo-political and trade tensions push them to make a defensive move while bullion lags behind. But this is bad news for emerging markets and here is why…. As the [...]
Should you invest in emerging markets? From Turkey to India, opportunities abound across the developing world September 2, 2015 From China to Brazil and a few places in between, investment in emerging markets has seemed a grim endeavour lately. But the outlook for some countries looks good, and for patient investors the rewards could be great. Read on for the two main reasons for investing in emerging markets right now, and the best [...]
Emerging market stocks and currencies rally on doubts of a US rate rise August 27, 2015 Emerging markets made major gains today after doubts were cast over a US interest rate rise next month. Read more: US stocks rise sharply as investors recover from China panic The MSCI emerging markets index is currently 3.3 per cent higher, having climbed steadily since the start of trading. The rouble has also [...]
Rouble, ringgit and won: Emerging market currencies are getting hammered August 23, 2015 Emerging market currencies continued to slide today, amid growing anxiety over China's slowing economy. The selloff accelerated after a purchasing managers survey released early this morning showed China's factories contracted at the fastest rate in almost six-and-a-half-years in August. Malaysia's ringgit fell nearly one per cent against the dollar, while South Korea’s won shed 0.8 [...]
Aberdeen Asset Management share price plunges on quarterly results as investors cut down Asian, emerging markets exposure July 23, 2015 Aberdeen Asset Management's share price plunged this morning, making it the biggest faller on the FTSE 100 this morning, after revealing a gloomy set of results. The figures: The fund manager has had a tough quarter. Assets under management have dropped considerably, down to £307.3bn at 30 June from £330.6bn at the end of March [...]