Chinese real estate and Asian tech: The good and bad in EMs today

clock

Threadneedle global emerging market manager Irina Miklavchich explains why she has topped up holdings in Asian tech companies, and is closely watching the trouble brewing in China's real estate sector.

It has been an eventful 12 months for emerging markets given the start of QE tapering in the US, rate rises in some countries and political change. India has performed strongly recently following the Bharatiya Janata Party's landslide electoral victory, which focused investor attention on the country and could mark a watershed for its economy. We had adopted a positive stance ahead of the elections in the belief that after a period of economic and political stalemate, the poll would herald long-needed reforms. One of the themes we are pursuing is the positive impact of the develope...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

China unleashes $1.4trn package to bolster economic growth - reports

China unleashes $1.4trn package to bolster economic growth - reports

'Good news for other emerging market economies'

Sorin-Andrei Dojan
clock 08 November 2024 • 1 min read
Morningstar's Lena Tsymbaluk: The debate around returning to China

Morningstar's Lena Tsymbaluk: The debate around returning to China

'Evolving landscape'

Lena Tsymbaluk
clock 24 October 2024 • 4 min read
Franklin Templeton expands EM product suite with triple launch

Franklin Templeton expands EM product suite with triple launch

One actively-managed fund and two ETFs

Valeria Martinez
clock 22 October 2024 • 2 min read
Trustpilot