Emerging-market indices skew towards Asia, and especially China, Korea and Taiwan. So forget passive index hugging, says Max King, try these four broad-based EM funds instead.
The MSCI Emerging Markets index has reached its highest level in 18 months. Can it last?
Russian stocks have slid recently, but the outlook remains favourable. The economy has stabilised and is slowly emerging from recession; there is ample scope for the central bank to stimulate the economy; and the market is still cheap.
The MSCI Emerging Markets index has gained almost a tenth since 1 January, while its developed-market counterpart is up 5%.
Mexico will suffer if Trump’s plans to crimp trade come to fruition. But the country has its own hand to play. Smart investors should buy in now, says James McKeigue.
Indonesia’s large domestic economy should shield it from Trump-generated turbulence.
Last year was not a good one for South Africa. And this year isn’t shaping up to be much better, either.
Brazil remains one of the world’s cheapest stockmarkets, and is one of the few emerging markets that would be shielded from Trump-induced turbulence.
Russian stocks could prove to be more effective than US stocks as a way to bet on Trump.
Investors in search of income have traditionally paid no attention to Japan. But that should soon change.
Turkey is closer to a full-blown currency crisis than at any time in the last 15 years.