Even if the US increases policies to limit China’s rise, the history of US/Japanese relations shows that Chinese companies could not only still succeed, but emerge stronger, says Martin Lau of FSSA Investment Managers.
Even if the US increases policies to limit China’s rise, the history of US/Japanese relations shows that Chinese companies could not only still succeed, but emerge stronger, says Martin Lau of FSSA Investment Managers.
ESG ratings for companies in emerging markets was identified in a Funds Europe discussion recently as a challenge due to the lack of data.
Michael Cirami, director of global income and portfolio manager on Eaton Vance’s global income team, argues why real interest rates suggest value in emerging markets debt.
HSBC Asset Management (HSBC AM) has added Taras Pushak as portfolio manager to its emerging markets debt team.
For emerging markets investors, allocating capital in a sustainable and impactful way can be challenging.
Juerg Sturzenegger, chief executive officer of Fisch Asset Management, talks to Alex Rolandi about the challenges of the pandemic, the pros and cons of being a niche player – and how the remote working phenomenon will aid international growth.
Emerging economies were seen as one of the most promising markets for investors, yet they have struggled for a decade. Their success in confronting Covid-19 could now put them back in the limelight, finds Tanya Ashreena.
Our expert panel discusses what the uneven recovery across emerging markets means for investors, whether there is a crisis looming, China as an asset class, ESG challenges and more. Chaired by Alex Rolandi.
Industry experts offer in-depth analysis of the emerging markets landscape, including the main challenges ahead and which areas to watch out for.
At a recent emerging markets roundtable, panellists discussed whether China fits into an emerging markets portfolio or if it should be considered an asset class of its own.
