emerging markets

A few weeks ago, I sat down with Jonas Daly, Bennelong Fund Management's Head of Distribution, to discuss investing in emerging markets, the importance of alignment...

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where...

Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India. Glen Finegan, Lead...

There are a few components that the Skerryvore Asset Management team looks for to identify resilient companies in emerging markets, but government contracts is a red...

Supply chain disruption and soaring energy costs have combined to form a perfect storm of inflation.  "The biggest risk on global growth and asset prices across...

China and India are the world's two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively.  In this...

Last month the Russian government missed a payment on a Eurobond because financial sanctions meant that it was unable to service its debt. Russia managed to evade a...

The road to net zero emissions has the potential to set in place the conditions for a commodity super-cycle which has significant implications for emerging and...

Emerging markets make up over 70% of global growth and around 60% of global GDP. However, they make up less than 13% of the MSCI All Countries World Index. This just...

Federal Treasurer Josh Frydenberg and Minister for Superannuation Jane Hume released a joint statement earlier in the month that called on the $3.5 trillion super...

Global Equity PE10 Valuations: So there’s a few things that stand out on this chart of PE10 valuations. Perhaps the most obvious is the USA line, which sees US...

China Property Prices: The Chinese property market downturn extended through January, with the majority of cities seeing prices fall vs December, and close to 50% of...

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...