Emerging markets

Selling the silver

Beware of investment trusts that are spending beyond their means

What next for Hong Kong?

Hong Kong’s niche as a secure gateway to China is under threat as China opens its markets to foreign money.

Five high-quality EM funds

Emerging markets offer plenty of potential, but the standard of listed companies is often poor. Cris Sholto Heaton picks five funds that focus on better-quality businesses.

Is China turning Japanese?

The key question for China now is whether it can avoid repeating the fate of Japan in 1989 and its “lost decades”.

Chart of the week: MSCI takes baby steps into China

After several years of deliberation, index provider MSCI has considering added domestic Chinese A-shares to one of its major benchmarks, the Emerging Markets index.

Chinese A-shares, emerging markets, and the myth of passive investing

MSCI’s decision to include Chinese “A-shares” in its emerging market index shines a fascinating light on the passive vs active investing debate, days Merryn Somerset Webb.

The crisis in Qatar tearing the Gulf apart

Several countries in the Middle East and Africa have cut all ties with the small Gulf state of Qatar. Finding a solution to the dispute will not be easy. Alex Rankine reports.

Mark Mobius: optimistic on emerging markets

If US growth remains strong, that will benefit exporters to the US, reckons Templeton’s Mark Mobius.

Has Argentina confirmed that the bond bull market is well and truly over?

Serial defaulter Argentina has issued a 100-year bond. Investors beware, says John Stepek. It’s the sort of thing you can only get away with at the top of the market.

India moves up half a gear

Prime Minister Narendra Modi’s government is set to dramatically reshape India’s economy.

Mark Mobius: the best way to benefit from emerging markets

Mark Mobius, executive chairman of Templeton Emerging Markets Group, thinks consumer-facing stocks are emerging markets’ best buys.

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