Emerging Markets

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Managers' views

06JUN 2019

Trump targets Mexico, hits the Fed

We cannot be sure if Trump’s Mexican tariffs are just part of his bargaining strategy, but it may get him the Fed rate cut he wants.

Managers' views

17APR 2019

2019

MARCH

27MAR 2019

Managers' views

Compelling characteristics of the A-shares market

Gavin Ralston and Kristjan Mee propose a new way of investing in emerging markets to benefit from the opening up of China’s capital markets.

19MAR 2019

Managers' views

Developments in China’s balance of payments and implications for the RMB

Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.

12MAR 2019

Managers' views

China cuts growth target, but no signs of mega stimulus

Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress.

JANUARY

25JAN 2019

Outlook 2019

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.

21JAN 2019

Managers' views

How trade tensions have affected emerging market returns

Snapshot: We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this year.

16JAN 2019

Outlook 2019

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations and an easing in Chinese growth concerns.

09JAN 2019

Outlook 2019

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.