EM
Investment
Austin Forey, manager of J.P. Morgan's £1bn Emerging Markets fund, reveals five of his top stock ideas from across his developing market universe.
25 April 2012
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Investment
Franklin Templeton's emerging market heavyweight Mark Mobius has blamed the flood of initial public offerings (IPOs) in emerging markets during 2010 for EM stocks' underperformance last year.
26 March 2012
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Investment
Emerging markets managers have tipped Russia to soar ahead of its EM peers in 2012, driven by higher oil prices, weak valuations and Vladimir Putin's economic reforms.
12 March 2012
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3 min read
Investment
Ardevora's Jeremy Lang has predicted global markets are halfway through a 12-week equity rally, and his team have wound back long US consumer positions as a result.
27 February 2012
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Economics
HSBC's annual profits rose 15% to $21.9bn (£13.8bn) before tax, fuelled by increasing revenues from its emerging markets customer base.
27 February 2012
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1 min read
Bonds
Mainstream investors can remember when many of the largest countries in the emerging world experienced bouts of volatility, elevated borrowing costs, currency devaluations, high political risk and episodes of default.
31 January 2012
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Global
As investors start to take on more risk we ask managers for their strategies in this environment.
27 January 2012
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13 min read
