emerging market equities

Look beyond the ASX and there are some incredible opportunities to be found.

Investors are missing out on India's growth story. It's been 20 years in the making already....

Emerging Market Equity Technicals: Today we’re focusing on the local currency version of the MSCI EM index. This is so we can see what is going on in the underlying...

Emerging markets are cheap from a comparable valuation perspective. It cannot be disputed that equity valuation in developed markets is high relative to its own...

ASEAN (the Association of Southeast Asian Nations) is an attractive opportunity that is largely overlooked by global investors at the moment. In the second part of a...

Emerging markets investing has always been risky, yet not investing in them is risky too. The Omicron outbreak, inflation and monetary tightening are shaking emerging...

Across the Asia-Pacific, FSSA Investment Managers has found growth potential in dominant consumer franchises, high quality financials and companies positioned to...

Equity markets are currently at all-time highs. This has generated returns that, we believe, are unlikely to continue, so we need to think about where returns are...

The US$1.9 trillion of stimulus the US government tipped into its economy in the first quarter of this year continues to flow through world markets. This bodes well...

MSCI China was the third best performing country index out of 28 MSCI classified emerging markets indexes over one year to 31 January 2021 (figure 1). Despite...

I wrote recently that for all the terrible consequences of the COVID-19 pandemic, it had a major positive effect in ending a long-running economic cycle while kicking...

Looking ahead, there are many reasons to remain optimistic towards emerging market equities, which we expect to benefit from a combination of long-term structural...

Confidence is growing in the outlook for emerging markets. Over the last month of bumper returns for most risky asset classes, emerging markets excluding China have...

The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...

China A-shares have done well this year, rising by double-digit percentage points, and outperforming Asian and developed counterparts. Additionally, the wealth...

China’s economy grew by 4.9% p.a.in the third quarter compared with a year earlier, accelerating from growth of 3.2% p.a. in the second quarter. The world’s...

Several emerging market economies are seemingly over the worst of the Covid-19 pandemic and are showing signs of life. Within these markets, some companies are trading...

Emerging markets are one of the classic ‘looks cheap’ asset classes, offering higher credit spreads and lower P/E ratios than developed markets. However, they have a...

Throughout Covid-19, much of the attention from a humanitarian and economic perspective has been on advanced economies. Emerging markets are only mentioned in passing...

There are big changes happening at the US Federal Reserve that few investors appreciate the importance of. Currently, the Fed targets inflation of 2%, but there are...