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INVESTMENT STRATEGIES » Emerging Markets

Su Shan Tan, DBS Bank

Private banks turning Eastern promise into reality
03 December, 2012

PRIVATE BANKING IN ASIA

The potential for private banks to expand in Asia is huge but newcomers must choose their target markets carefully and be aware of the risks and costs they will face in becoming established

Indian reforms re-ignite investors’ interest
26 October, 2012

The wave of reforms announced by the Indian government may be unpopular domestically but will open the country up to foreign investment

Mark Mobius, Franklin Templeton

Burgeoning growth draws investors to the frontier
26 September, 2012

The growth potential of frontier markets is huge, and a number of funds provide investors with a way in, but these opportunities come with considerable risk

Kim Catechis, Martin Currie

Emerging markets well placed to weather storm
29 June, 2012

Emerging markets remain better placed to succeed in today’s volatile global economy, though they would benefit from a return to growth in the West

Wealth managers keep faith with Asian equities
29 June, 2012
Chew Soon Gek, Credit Suisse

Private bankers are confident developing markets will continue to outpace the West, and finding dividend paying stock is central to many strategies playing the Asian growth story

Kristina Sandkleft, East Capital

Concern over Chinese slowdown overstated
29 June, 2012

China’s economic growth may be slowing but this is, at least in part, due to deliberate government policy and should not scare off potential investors

Hongbin Qu, HSBC

The gradual rise of the renminbi
29 March, 2012

China’s currency may have a long way to go before it reaches “reserve” status, but other nations are under no illusions as to the renminbi’s potential

Russia's financial community readies itself for change
28 February, 2012

Russia’s financial community is calling out for the introduction of badly-needed reforms, but will Vladimir Putin’s government listen?

Investors convinced Africa is a continent worth exploring
28 February, 2012
Mohammed Al Hashemi, Invest AD

Investors intend to increase allocations to Africa, buoyed by macroeconomic changes and the region’s potential for growth. But investment also carries huge risks

Western brands feed China’s love of luxury
30 January, 2012

The market for luxury goods is expanding, driven by the rising levels of affluence in emerging markets, especially China

Taming the Russian bear
28 November, 2011

Western institutions are queuing up to invest in Russian equities, believing them undervalued, but local entrepreneurs are much more sceptical about the risks involved

Charles Beazley

Nikko AM embraces re-emergence of Orientalists
28 November, 2011

With ambitions to become the world’s largest pan-Asian asset manager, Nikko has acquired several regional players in preparation for its IPO

Strong inflows reflect changing world order
27 September, 2011
Claudia Claich, Invesco

Worries over the state of the dollar and the euro have seen increasing levels of interest in local currencies in emerging markets

Brazil learning to cope with growing pains
05 September, 2011
Gustavo Rengel

Brazil makes for a compelling medium to long-term investment opportunity, but the country must first overcome high rates of inflation and the effects of a strong currency

Arjuna Mahendran, HSBC Private Bank

Emerging market strategies move to core status
29 June, 2011

Emerging markets are now firmly at the centre of investors’ portfolios, but opinion remains divided as how best to harness the rapid growth seen across the developing world

Investing in regional expertise
29 June, 2011

Domestic and international groups are boosting their operations across Asia, but both agree that local knowledge is imperative

Yonghao Pu, UBS

Forward-thinking needed to capture China’s shifting focus
29 June, 2011

China’s rapidly expanding economy is constantly evolving, and investors must manage this transition from an export-led to a more diversified, consumer-driven market

Is it time to look again at China?
04 May, 2011

In this article, Mike Sell, Director Emerging Markets at F&C, explains why he is positive on the outlook for China as an investment destination and highlights some of his other top picks in the emerging markets.

Concerns drive search for alternative access
03 March, 2011

With worries over inflation and unrest in the Arab world, fund selectors are looking to move away from the big emerging market funds and towards other ways of accessing developing countries’ growth. Elisa Trovato reports

An opportunity too good to miss
03 March, 2011

Emerging markets should form a bigger allocation in client portfolios according to a number of private bankers, but there are several ways into the market

Iris Chen, China AMC

Asian players with a Western appetite
03 February, 2011

Western private banks may be looking East, but Asian managers are also looking to raise their profiles and gather assets from the US and Europe, writes Yuri Bender

Finding a strategy to access Asian explosion
03 February, 2011

An army of stockpickers is descending on Asia’s financial centres looking to profit from the region’s rapid growth. But what are the countries to look at, and which sectors deserve the most attention? Yuri Bender reports

Avoiding the regional pitfalls
03 February, 2011

As Chinese manufacturing becomes gradually priced out by Vietnam, Indonesia and Bangladesh, Siew Hua Thio from Tantallon Capital expects increasing numbers of factories to move their production out of China. “New environmental regulations have also lifted the cost of doing business in China,” she says.

Malaysian firms attractive bet for foreign investors
03 February, 2011

Malaysia stocks form the current surprise package of the South East Asian region, according to Coupland Cardiff fund manager Rory Dixon. Malaysian companies, he says, have always been perceived as small and “a bit dull”, so unlikely to attract much interest from foreign fund houses.

Seeking new Investment frontiers
02 December, 2010
Andrea Nannini, HSBC

While emerging markets have displayed strong recoveries and record inflows since the financial crisis, frontier markets have not enjoyed such a rally yet. Today these smaller economies represent attractive buying opportunities, especially for the long-term, although they also carry plenty of risk. Elisa Trovato reports.

Aniruddha Joshi, Hirco

Real potential in Indian construction
23 October, 2010

With huge demand for new housing in India there are plenty of opportunities for those looking to invest in real estate, writes Yuri Bender.

Eli Koen, Union Bancaire Privée

Resurgent Turkey broadens horizons
02 September, 2010

The Turkish economy has shrugged off the effects of the downturn, with the banking sector leading the recovery. However both the government and Turkish companies are increasingly looking eastwards rather than towards Europe as they have in the past. Elliot Smither reports.

Thai value amongst political turbulence
26 May, 2010
Patel Pinakin, JPMorgan

Despite the political turmoil, Thailand remains attractive in terms of investment potential, although foreign investors may prefer other countries in the region that appear to be more stable, writes Elliot Smither.

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