March
Going global? Here’s one Mexican stock tip that could pay off
Aikya’s Rahul Desai names a Mexican retailer that is flying under the radar, explains why he is sticking with Chinese stocks after the surge, but is weary of South Korea.
Can emerging markets withstand a trade war?
Tariffs will have a stronger negative impact on large, direct US trade partners such as Mexico. But the likes of India, Brazil and South Africa have an opportunity to play a bigger role on the global stage.
After a 16pc sell-off, Australian fundies are eyeing bargains in India
Major investors have shrugged off a market correction in the world’s fastest-growing economy and are looking to buy following a months-long slide.
January
Fundie says this Chinese video app could be the next TikTok
Ox Capital’s Joseph Lai says video platform Kuaishou is cheap and explains why he’s confident the performance of Hong Kong-listed Chinese equities will pick up.
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.
December 2024
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.
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.
October 2024
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.
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.
September 2024
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.
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.
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.
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.
June 2024
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.
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.
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.
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.
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.
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.
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.