Tag Archives: emerging markets

Emerging Market Equities: Unloved and Under-Owned

Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets. Read More

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The Promise of Africa

Bob Geldof shared a stirring vision for Africa. Not surprisingly, the lifelong activist pulled no punches in calling on finance to do its job and invest in the continent. Read More

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Is Africa Finally the Next Global Growth Story?

For decades Africa has seemed hardly the sort of market in which a responsible investor might put his client’s money, but things appear to be changing. Read More

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Emerging Markets Investing: Getting the Big Picture Right is the Most Important Variable

Arjun Divecha, chairman of GMO’s board of directors, favors criteria that describe the financial flexibility of each country in which he seeks to invest. Read More

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Emerging Market Debt: An Asset Class Coming of Age

Despite recent downturns in some emerging markets, Kristin Ceva, CFA, remains bullish on a number of emerging market countries. Read More

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Fixed-Income Investing at the End of Time (or at Least at the End of the Business Cycle)

For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound. Read More

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Dambisa Moyo: Search for Alpha Leads to Frontier Markets in Africa

Today only $4 billion is invested in frontier markets, says the international economist. Yet Africa enjoys good public finances, strong growth prospects, and favorable productivity and demographic trends. Read More

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New Era for Global Bonds: Everything You Know Is Wrong

It used to be that investors most feared interest rate risk in industrial countries and credit risk in emerging economies. The rules have changed, says Ramin Toloui, PIMCO’s global co-head of emerging markets portfolio management. Read More

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Asia and the Future of Finance: Restoring Trust Is an Urgent Task

Asia holds an eminent position in the post-crisis global financial order — and has a large stake both in restoring trust in the financial system and in shaping its future. Read More

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Michael Pettis on China: “The Growth Rate in Investment Is Going to Collapse”

The country’s boom has been fueled by government investment, said the professor of finance at Peking University’s Guanghua School, and the current trajectory cannot continue. Read More

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