There are 9 item(s) tagged with the keyword "Emerging Markets Equities".
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As an asset class, emerging equity markets are substantially driven by two broad global drivers: global end-demand and trade, and US dollar interest rates and liquidity. While individual markets will have their own business and credit cycles and political environments, these are always interacting with the main global drivers. One of the challenges for investors in the asset class at the present time is the differing signals these are sending.
Remittances have been the largest source of external finance flows to developing countries ex-China
Rates in Mexico and Brazil are coming down. Despite cautious guidance, we believe further cuts will be ahead of consensus
As investors move away from China, we look at some interesting alternatives
The UAE has made major strides in diversifying its economy away from hydrocarbons, leveraging astute diplomacy to develop global services and property sectors
The world in 2024 sees possibly the highest concentration of elections in modern history.
How China's Slowdown Is Reverberating Across Emerging Markets
Decisive monetary policy has brought inflation under control in Mexico and Brazil,helping to lift the value of their currencies and support growth
One of the biggest misconceptions about emerging market (EM) equities is that value opportunities are few and far between. This is not surprising, given EMs tend to be associated with high growth investing. Indeed, analysis of the EM equity investment universe (Figure 1) confirms this heavy bias, with 87% of all active money invested in either core or growth EM portfolios. Meanwhile, just 13% of all active money is invested in EM value strategies.
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