With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
Financial performance in focus
A number of causes for alarm
Half of new issuance this year will come from Asia
Fearful of slowdown in China
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.
More risky than political problems
Highest ever cash weightings
Which currencies should EMD investors hold in their portfolios?
Economies under Trump's 'radar'