July
Traders seek shelter in hard-hit assets on US election twist
Investors are bracing for volatility in the lead-up to the US presidential vote, so emerging market specialists are hiding out in South America and India.
- Carolina Wilson, Vinícius Andrade and Ronojoy Mazumdar
June
- Opinion
- Opinion
Five reasons to look at emerging markets for growth
Given global structural shifts, valuations may not fully reflect the upside potential of the asset class, which could reach double digits.
- Cathy Hepworth
May
Trillion-dollar fund managers pile money into Asia, emerging markets
Schroders is bullish on European and Japanese equities, and Blackrock has gone overweight on emerging markets for the first time since 2020.
- Alex Gluyas
Investors weigh whether to chase China’s new bull market
The 27 per cent surge in Chinese stocks this year continues to wrong-foot many asset managers, but some are cashing in following a disappointing few years.
- Alex Gluyas
Investors return to Chinese stocks on housing policy hope
Battered Chinese assets are getting a second look as a combination of earnings recovery, policy support and cheap valuations lure investors.
- Charlotte Yang and Iris Ouyang
April
The three reasons your portfolio needs emerging markets
A key attraction is the ability to invest across segments that often react differently to various macroeconomic environments.
- Cathy Hepworth
March
Why this fundie is bullish on India and its largest private bank
Stewart Investors’ Sujaya Desai says the market is too conservative about HDFC Bank and names another of her favourite stocks – all the way from Brazil.
- Joanne Tran
Investors eye South Korea and India as money exits China
Maple-Brown Abbott, Northcape, Antipodes and Abrdn are seeing investors continuing to pull money out of China and diverting it to other countries in the Asia Pacific, including Australia.
- Joanne Tran
Why investors should take another look at Alibaba and China
abrdn portfolio manager James Thom says the Chinese sharemarket is oversold, is excited about India and reveals where is betting on AI in emerging markets.
- Joanne Tran
- Opinion
- Investing
Where to invest and what to buy in emerging markets
The best opportunities may be in government bonds and betting on the currencies of Brazil, Mexico and South Korea.
- Cathy Hepworth
February
- Opinion
- Chanticleer
The very good news that markets are ignoring
A reliable indicator of better economic and earnings growth has been flashing for months. It just might help keep the global equity melt-up running.
- James Thomson
Beaten up Chinese equities worth a punt in 2024: Lazard
Investors should sell US stocks and re-allocate to emerging markets, including China, according to the $303 billion manager’s top market strategist.
- Alex Gluyas
Chinese stocks rebound from rout as deflation deepens
Mainland Chinese stocks are on track for their first four-day winning streak since October as efforts by the government to prop up the ailing sharemarket gain traction.
- Joshua Peach
Funds closed as China pessimism deepens
Two Australian funds exposed to Chinese equities have closed as investor sentiment on the region continues to sour.
- Joshua Peach
January
Traders line up for ‘once-in-a-generation’ bet on emerging markets
Optimism is sweeping through domestic bond markets as investors wager that the Fed will soon start lowering rates.
- Carolina Wilson and Zijia Song
This $508b fund manager says bet on India over China
Ashish Chugh at Boston-based Loomis Sayles is so bullish on Indian equities that he’s invested half of his fund into the sharemarket. He’s mostly steering clear of China.
- Updated
- Cecile Lefort
Emerging market debt issuance hits record as borrowing costs fall
Uncertainty over the path of US rates is pushing countries to front-load their borrowing as much as possible.
- Joseph Cotterill and Christine Murray
December 2023
Investors pour $1.2b into riskier debt as rate rise fears fade
The chase is on for opportunities in emerging markets as the prospect of a soft landing in the US and interest rate cuts next year boost risk appetites.
- Leda Alvim
Energy transition ‘a meandering journey’: Macquarie boss
Shemara Wikramanayake was a relentless presence at the COP28 summit in Dubai, as she lobbied for policies to help unlock investment in riskier emerging markets.
- Hans van Leeuwen
November 2023
- Opinion
- Opinion
Emerging markets have ignored the ‘Buenos Aires consensus’
Serial debt-defaulting countries have stunned economists by thriving though prudent policies advocated by the IMF.
- Kenneth Rogoff
