Emerging Markets
Emerging Markets | 7 Jun 16
HSBC overweight emerging market equities
A cautious US Federal Reserve, stabilisation of oil prices and accommodative monetary policies are among the factors expected to drive emerging market equities, according to HSBC Private Bank.
Risk of China currency intervention growing, Heartwood says
China’s currency depreciation trend playing out in 2016 looks set to continue, according to Jade Fu, investment manager at Heartwood Investment Management.
BRICs still a viable investment theme, says Goldman Sachs
BRIC nations should still form up to 50% of any broad emerging markets exposure, said Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management.
Four themes to support Asian growth
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
Vanguard joins EM chorus, sees strength in bonds
The firm sees improvement in the risk-reward balance for sovereign and investment grade corporate bonds in emerging markets.