This Month
- Opinion
- Opinion
How will Trump’s policy agenda impact emerging markets?
While the Trump presidency holds risks for emerging markets, the investment opportunity remains too great to ignore.
- Cathy Hepworth
December 2024
- Opinion
- China
There is a better way to make billions from China
The sheer scale and prominence of China in the global supply chain means economic dynamics there can affect investments that don’t have direct exposure.
- Shuli Ren
November 2024
What to know about investing in China’s volatile stock market
Investors are waiting anxiously to see details of a fiscal stimulus package expected to be confirmed by Chinese authorities this week.
- Diana Li
October 2024
- Opinion
- Chanticleer
Why this fundie wants you to ‘wince’ at his stock picks
Beeneet Kothari of Tekne Capital Management says the best investments are made when you’re uncomfortable. He’s about to prove just that at Sohn Hearts & Minds next month.
- James Thomson
- Opinion
- Opinion
BRICS summit heralds arrival of new world order
This week’s meeting of heads of state in Russia shows that US-led efforts to isolate Vladimir Putin are only partially working, highlighting America’s waning global influence.
- Geoff Raby
September 2024
- Opinion
- Chanticleer
Trump v Harris could ‘absolutely’ change rate cuts story
It’s hard to escape inflation and interest rates – as much as stock pickers would love to just focus on business models.
- Anthony Macdonald
- Opinion
- Chanticleer
Why Nvidia’s plunge has global markets on edge
A historic fall in the chipmaker’s shares was followed by news it is in the sights of competition regulators. Nervous investors are looking over their shoulders.
- James Thomson
August 2024
Stability is great for portfolios – if you know where to look
Poll outcomes across the developing world appear to support growth as the US election looms.
- Cathy Hepworth
July 2024
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 2024
- 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 2024
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 2024
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 2024
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 2024
- 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