The region compares relatively favourably to other emerging markets, writes Cherry Reynard, but it is still struggling for attention versus its Asian peers While the world is adjusting to ‘higher for longer’ interest rates, there is one region that is moving in the opposite direction: Latin America. Brazil, Chile and Peru have already dropped rates, […]
Following the expansion of the BRICS group, Sarah Godfrey looks at which constituents offer the best opportunities Last month saw the 15th BRICS summit take place in Johannesburg. At the meeting, the five members of the group – Brazil, Russia, India, China and South Africa – announced that they were inviting six more countries – Argentina, Egypt, Ethiopia, Iran, […]
Bad news for China doesn’t have to be bad news for Asia overall
China is down some 17% so far this year – a serious concern for EM investors, given it accounts for 30% of the MSCI Emerging Markets index China has exerted a major drag on emerging market indices over the past two years. First, state interference in its high value internet companies pushed markets lower, then […]
Estonia has been identified as one of the easiest countries for investors to do business in by the Investment Promotion Report 2023. The report, published by Emerging Europe, picked out several factors for this conclusion, including the nation’s ease with electronic systems and infrastructure. “Estonia stands out as a frontrunner, saving an impressive amount of […]
Europe’s largest IPO of 2023 was confirmed this week when Romanian electricity producer Hidroelectrica began trading in Bucharest. The firm’s capitalisation has been pegged at more than €10bn, with its stock rising nearly 11% on the first day of trading. According to Balkan Green Energy News: “After several failed attempts over the past decade, Romania’s […]
Geopolitics and shifting supply chains are changing the landscape for the world’s emerging economies – and those who invest in them Emerging markets were notable beneficiaries of globalisation. Their strength as low-cost manufacturing hubs brought new capital and influence and helped many developing economies kick-start their growth. Against this backdrop, it stands to reason they […]
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm The world had been hoping for a strong revival as China reopened, helping to compensate for anaemic growth in the US and Eurozone. However, recent PMI has not been as good as hoped and there are signs the recovery may not […]
UBS Global Wealth Management has launched the UBS Multi Asset Emerging Markets Dynamic Fund. The fund is designed to capture the full potential of emerging market assets at a reduced risk through a dedicated three-pillar approach of diversification, active bottom-up security selection, and equity exposure management. Available in jurisdictions across Europe and Asia, it is […]
Past decade has seen a considerable shift the in emerging market story
Part of the Mark Allen Group.
