emerging markets

Latest news and analysis on emerging markets

Macro

Cross-country risk pricing is normalising, undermining Australian momentum performance

Momentum investing looks less rewarding as equity risk normalises across U.S. and EMs, with implications for style rotation and Australia.
WLE
Matthew Haupt
Wilson Asset Management
Rapid Fire

Two overlooked market opportunities for ETF investors

And the one ETF that VanEck's Arian Neiron would hold for the next five years.
Sara Allen
Livewire Markets
Investment Theme

Why single can be better...

Exposure to India's growth through an India-only investment, or via broader funds like EM or Asia?
Mugunthan Siva
India Avenue
Fixed Income

Never been better: VanEck's Eric Fine says the time has come for emerging markets

The emerging markets evangelist says EM bonds have been performing for years and now the western world is catching on.
Tom Stelzer
Livewire Markets
Funds

After years in the shadows, here's where to find future long-term winners

Ox Capital's investment approach focuses on identifying long-term winners with quality franchises and a strong valuation discipline.
Anna Dadic
Livewire Markets
Equities

Forget the Mag 7: How you can find quality stocks elsewhere

What you need to find the best global equity opportunities outside the mega-stocks, according to JPMorgan, Aikya and American Century.
Tom Stelzer
Livewire Markets
Equities

“That’s not diversification”: The overlooked opportunity trading at a 30% discount

Emerging markets are undervalued, they are underrepresented, and potentially a blind spot in many portfolios, says Orbis' Vern du Preez.
Chris Conway
Livewire Markets
Investment Theme

Capitalising on India (Part II)

Local is better when it comes to investing in developing market economies!
Mugunthan Siva
India Avenue
Equities

Why your next investment belongs in this region

Emerging markets often get their fair share of flack, but there’s big opportunities when you look in the right places.
Sara Allen
Livewire Markets
Macro

Understanding BRICS+: The new economic powerhouse

With new alliances and emerging markets offering fresh investment opportunities, is BRICS+ quietly shaping the future of global growth?
Tim Davies
Carrara Capital
The Pitch

The premium you pay for developed markets hasn’t been this high in 20 years. Here’s what you need to know

…and why it’s a misconception that emerging market companies are cyclical and lower quality.
Sara Allen
Livewire Markets
Investment Theme

Emerging markets - the winning equation

Einstein created a formula for the theory of relativity. However not every equation is easily solvable....
Mugunthan Siva
India Avenue
Equities

Why strategic investors are shifting their focus to this area of the market

Rasmus Nemmoe on why emerging markets are the overlooked powerhouse that could outpace developed markets.
Chris Conway
Livewire Markets
The Pitch

How Ox Capital is investing for a market reversal

Ox Capital CIO Dr Joseph Lai shares why investors should be looking beyond the strong US dollar and soft commodity prices.
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

How to play the biggest global themes with one fund

Love the opportunities from big themes like AI or supply-chain restructuring? Here’s another way to access it.
J.P. Morgan Asset Management
J.P. Morgan Asset Management
The Pitch

3 stocks this investor is watching in an undervalued part of the market

This part of the world reflects 60% of the world’s GDP and is grossly underrepresented in most portfolios.
Sara Allen
Livewire Markets
The Pitch

Spies, KGB equipment and clearing houses: Eric Fine's path to investment

VanEck's portfolio manager for Emerging Markets Fixed Income funds has an unusual background. It's fuelled his passion for markets.
Sara Allen
Livewire Markets
Equities

Do higher risk investments earn higher returns?

According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?
Delian Entchev
Aoris Investment Management
The Pitch

2 economies set to benefit from major US moves

There are some structural and cyclical changes taking place in these regions that are throwing up opportunities for bottom-up investors.
Ally Selby
Livewire Markets
Fixed Income

The fixed income opportunity with "a lot more to give"

Whilst rates might have peaked, there remain pockets where fixed income returns are expected to stay stronger for longer.
Chris Conway
Livewire Markets
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