Emerging Markets
Emerging Markets | 4 May 16
Income investors should look at EM dividends – WisdomTree
The deep discount on which emerging market dividend stocks trade compared to bonds is a compelling reason to take a fresh look at the sector, said WisdomTree’s Viktor Nossek.
Emerging Markets | 27 Apr 16
BlackRock on Brazil: “If not now, then when?”
A double whammy of political change and an upswing in commodities is a huge boost for the investment case for Brazil, according to BlackRock’s Will Landers.
Emerging Markets | 26 Apr 16
Argentina comes in from the cold with bond sale
Argentina raised around $16.5bn on 18 April in its first sovereign bond sale in 15 years after a US judge lifted injunctions stopping the country from raising funds. But rampant inflation, job losses, and domestic strife spell trouble for this Cinderella story.
Emerging Markets | 21 Apr 16
Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Ever so often, the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
OMGI keen on EM sovereign bonds
Old Mutual Global Investors is overweight Indonesian and Indian government local currency bonds.