Emerging Markets
Deutsche more bullish on China
Financials re-rating, structural changes and deleveraging are behind an increased confidence in DWS’s overweight in China equity, according to the firm’s chief information officer Sean Taylor.
China quadruples mainland-Hong Kong trading scheme quotas
China’s securities regulator has announced a four-fold increase in the daily trading quotas for Stock Connect, the programme that links the Shanghai and Shenzen stock exchanges with their Hong Kong counterpart.
Emerging Markets | 3 Apr 18
Saudi Arabia emerging market upgrade creates opportunities
Saudi Arabia’s promotion from frontier to emerging market in FTSE Russell indices is an opportunity for short-term investors to take profits, while longer-term investors can take the announcement as confirmation the market is moving in the right direction.
Emerging Markets | 22 Mar 18
How to navigate the passives surge in EM equities
As cumulative flows into emerging market passive funds surpass active alternatives investors should seek opportunities further down the market-cap scale, Aviva Investors head of emerging markets and Asia Pacific Will Ballard argues.
Emerging Markets | 20 Mar 18
Emerging markets a ‘sweet spot’ for fixed income
Emerging market bond funds are the “sweet spot” when it comes to the search for fixed income yield, according to BlackRock.