Investors’ “smart money” heads for emerging markets
Investors’ “smart money” heads for emerging markets
With Asia having dodged the worst of the pandemic and stockmarkets and the Regional Comprehensive Economic Partnership promising a bright future, Wes…
20 Nov 2020
A monetary train-wreck in Turkey
A monetary train-wreck in Turkey
The Turkish lira has lost more than 60% of its value against the dollar over the past five years, and it's all down to poor monetary policy.
20 Nov 2020
RCEP: what the world’s biggest free-trade deal means for your money
RCEP: what the world’s biggest free-trade deal means for your money
The “Regional Comprehensive Economic Partnership” (RCEP), a free-trade deal recently signed by China and 14 other nations, encompasses 30% of the glob…
19 Nov 2020
Indian stocks: three long-term winners the market has missed
Indian stocks: three long-term winners the market has missed
Professional investor Nitin Bajaj of the Fidelity Asian Values trust picks three of his favourite Indian stocks to buy now.
16 Nov 2020
Why you might want to add emerging market debt to your portfolio
Why you might want to add emerging market debt to your portfolio
David Stevenson explores why, in our world of quantitative easing and negative yields, investors looking for positive yields should look at emerging m…
2 Nov 2020
Three Asian recovery stocks with plenty of room to run
Three Asian recovery stocks with plenty of room to run
Professional investor Ian Hargreaves of the Invesco Asia Trust highlights three of his favourite Asian stocks to buy now.
16 Oct 2020
A better outlook for Brazil
A better outlook for Brazil
Brazil’s approach to Covid-19 has been a disaster, but the crisis may now have passed the peak, says Cris Sholto Heaton.
5 Oct 2020
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Investors flee emerging markets
Investors flee emerging markets
Emerging markets saw net outflows of about $30bn last month, as investors took fright.
24 Sep 2020
Dale Nicholls: why you should invest in China
Dale Nicholls: why you should invest in China
Merryn talks to Fidelity's Dale Nicholls about investing in Chinese companies - the sectors he likes, the themes he's following, and why Chinese equit…
24 Sep 2020
Indian stocks are due a catch-up
Indian stocks are due a catch-up
With India's BSE Sensex index up by 50% since the March lows, local investors appear to have caught stockmarket fever. Foreigners are also joining in …
21 Sep 2020
Why you should stuff your end-of-pandemic portfolio with Chinese stocks
Why you should stuff your end-of-pandemic portfolio with Chinese stocks
For an end-of-pandemic portfolio, you need assets that can cope with today’s volatility. And that, says Merryn Somerset Webb, means Chinese stocks.
14 Sep 2020
Indonesia: an intriguing market for investors
Indonesia: an intriguing market for investors
Indonesia hasn't lived up to the potential shown when president Joao Widodo came to power in 2014. But patient investors may one day be rewarded.
11 Sep 2020
Build a global portfolio: where to look for growth and value now
Build a global portfolio: where to look for growth and value now
The Covid-19 crisis and ongoing jitters over world trade have left emerging markets unusually cheap – yet their long-term growth prospects remain comp…
10 Sep 2020
I wish I knew what an emerging market was, but I’m too embarrassed to ask
I wish I knew what an emerging market was, but I’m too embarrassed to ask
This week's “too embarrassed to ask” explains what emerging markets are, and why you might want to invest in them.
9 Sep 2020
Hunting for value in emerging-market funds
Hunting for value in emerging-market funds
Many emerging-market stocks look cheap – but few funds are betting on them while the risks remain high
28 Aug 2020
Why Vietnam is the star of Southeast Asia
Why Vietnam is the star of Southeast Asia
Emerging markets should be a good source of income in the years ahead, with emerging Asia looking most appealing, and Vietnam the standout performer.
27 Aug 2020
Why investors shouldn’t overlook Southeast Asia
Why investors shouldn’t overlook Southeast Asia
Southeast Asia started this decade as the next hot emerging-market growth story. Investors were let down by weak growth and bad politics, but it’s get…
27 Aug 2020
How Lebanon crashed into chaos
How Lebanon crashed into chaos
The recent explosion in Beirut was the latest episode in a sorry saga of political and economic mismanagement that has led to hyperinflation and impen…
22 Aug 2020
Emerging-market investors shun cheap stocks for pricey internet plays
Emerging-market investors shun cheap stocks for pricey internet plays
Emerging-market investors are piling into high-priced internet businesses and shunning cheap stocks.
16 Aug 2020
Brazil drowns in its own debt
Brazil drowns in its own debt
With public-sector debt ballooning towards 100% of GDP, the state cannot afford generous fiscal support measures for much longer.
14 Aug 2020
Three bargain stocks from India’s mid-cap market
Three bargain stocks from India’s mid-cap market
David Cornell of the India Capital Growth Fund selects three of his favourite stocks from the sub-continent.
10 Aug 2020
Turkey’s next currency crisis approaches
Turkey’s next currency crisis approaches
The Turkish lira is down by 14% against the dollar this year and has been trading above the ₺8/€1 level for the first time in two years.
7 Aug 2020