Emerging Markets
Emerging Markets | 27 Jan 17
Newcomer EM bond funds to watch
The evolution of the EM bond fund asset class has seen recent launches emphasise either flexibility, blended strategies for instance, or specific areas of the market, such as short duration funds.
Emerging Markets | 26 Jan 17
EM bond funds to watch based on their three-year performance
The November sell-off in emerging markets debt was more severe for the local currency part of the market, so it is no surprise that hard currency debt funds were among the top performers through November 2016.
Emerging Markets | 25 Jan 17
Opportunities follow EM debt rebound but caution urged
In 2016, emerging market debt staged a spectacular recovery following a dreadful performance in 2015. However, it is important to make a distinction, between local and hard currency bonds, says Morningstar analyst Carlos Gonzalez-Lucar.
China less vulnerable to US protectionism than other EMs
Despite concern about China’s vulnerability to Donald Trump’s brand of isolationism, there are good reasons to be optimistic about the country’s growth in 2017, says Ed Smith, asset allocation strategist at Rathbones.
India the biggest concern for emerging markets, says Mobius
November’s surprise ban of large currency bills in India is one of the greatest single-country risks in emerging markets, Mark Mobius, executive chairman of the Templeton emerging markets group, told our sister publication Fund Selector Asia.