emerging markets

We believe the fundamentals are in place for emerging markets to outperform developed markets, writes Dr Joseph Lai of Ox Capital. In this wire, he discusses his...

2021 was a challenging year for emerging markets due to slowing global growth, the spread of new COVID-19 variants and the impact of China’s regulatory tightening. New...

If 2020 was the year for China’s markets to outperform, the baton was passed to India and other regional markets in 2021. One of the most obvious reasons to invest in...

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...

Setting up a new fund is a time of joy and nervous anticipation. There's deciding on a new name, hiring talented investors and putting your own capital into the fund,...

When it comes to investing and markets, there's a necessity to talk about the averages. And in the context of 2021, no doubt you've seen multiple headlines declaring...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...

In 1986, Victor Kohn, then a young analyst and now Emerging Market Equity portfolio manager at Capital Group, set out on his first trip to Argentina, Brazil and Chile...

It’s been 35 years since Capital Group first ventured into emerging market investing. Over this time, many changes have unfolded. The world has shrunk in the face of...

The Chinese market presents an enigma for businesses: On one hand, the sheer size of the population is an enticing prospect as it gradually grows wealthier. On the...

A hallmark of emerging markets is growth. Some, therefore, suggest that these markets are not a natural habitat for valuation based investing. In fact, our own...

Active Exchange Traded Funds are an easy way for investors to access the investment expertise of fund managers and diversify their portfolio. For example, Fidelity’s...

In a recent interview, Matt Reynolds, investment director at Capital Group said: “Revenue contributions from emerging markets have been growing for some companies,...

India is a country where a significant movement is occurring from unorganised to organised business. This effectively means a shift from fragmented industries with low...

In business, a unicorn is a privately held startup company valued at over $1 billion. The term was coined in 2013 to represent the statistical rarity of such...

With many emerging market economies reopening faster than their developed world peers post COVID-19 shutdown, the case for investing in emerging markets has never been...

Emerging markets are soaring off the back of the COVID-19 recovery, but there are a few consumer trends that are here to stay. So says Alex Duffy, portfolio manager of...

Consumerism is good and strong in emerging markets with plenty of growth left for investors eager to take advantage of the right opportunities. After a rollercoaster...

Emerging markets had a stellar year in 2020, but was this a COVID-19 recovery boost or are long term fundamentals at play? We spoke to Matt Reynolds, investment...

Yesterday we saw India’s cricket team defeat Australia at the Gabba despite all odds. Most so-called experts called for a 4-0 drubbing, especially after the first test...