Visit/520047/ben-inker-better-times-ahead-for-value-investors
Ben Inker: better times ahead for value investors
The years of pain for value investors could soon be at an end, GMO's Ben Inker said in a recent newsletter.
29 Dec 2019
Visit/520018/emerging-economies-find-their-feet
Emerging economies find their feet
This year saw a return to normal for emerging markets. It’s a far cry from 2018, which brought misery for those betting on the world’s fastest-growing…
26 Dec 2019
Visit/519784/south-africa-runs-out-of-time
South Africa is running out of time to reform its economy
Unless South Africa institutes economic reforms, including greater fiscal discipline, a clampdown on corruption, and easing labour laws, it risks losi…
22 Dec 2019
Visit/519511/aramco-top-and-flop
Saudi Arabia's Aramco IPO falls short of expectations
Aramco, Saudi Arabia’s state-owned oil giant, has finally made it to market. But the regime struggled mightily to get it there.
12 Dec 2019
Visit/519475/the-pacific-alliance-is-in-the-bargain-basement-buy-it-now
The Pacific Alliance is in the bargain basement. Buy it now
The recent political turmoil in Latin America doesn’t change the auspicious long-term economic outlook for Chile, Colombia, Mexico and Peru. It spells…
12 Dec 2019
Visit/519101/how-argentina-embarked-on-the-road-to-ruin
How Argentina embarked on the road to ruin
A century ago, Argentina was economically on a par with France and Germany. Left-wing populism may now have irretrievably ruined it, says Max King.
5 Dec 2019
Visit/518545/monks-investment-trust-insuring-asia
Monks Investment Trust: Insuring Asia
SPONSORED CONTENT - The extraordinary expansion of Asia's middle class is turbocharging demand for products that provide a sense of security. Charles …
29 Nov 2019
Visit/518809/taiwan-bucks-asias-regional-trend
Taiwan bucks east Asia's regional trend
Taiwan's economy is bucking the regional slowdown, growing the fastest pace since early 2018 and in stark contrast to weakness elsewhere in east Asia.
28 Nov 2019
Visit/518467/chart-of-the-week-kuwaits-stockmarket-is-ready-for-take-off
Chart of the week: Kuwait's stockmarket is ready for take-off
Kuwait's stockmarket is due to be promoted from “frontier” status to an emerging market by index provider MSCI next June. That should entice almost $1…
25 Nov 2019
Visit/518448/investors-maintain-confidence-in-hong-kong
Investors maintain confidence in Hong Kong
The protests in Hong Kong caused the territory to plunge into recession in the third quarter, and has also begun to weigh on local markets. But invest…
21 Nov 2019
Visit/518304/saudi-aramco-ipo-contrarian-oil-investors
Why Saudi Arabia’s big oil flop is good news for investors in fossil fuels
The trouble Saudi Aramco is having getting interest for its IPO is a sign of deep negative sentiment towards the sector. And that’s a good sign for co…
19 Nov 2019
Visit/517651/go-global-with-the-genesis-emerging-markets-trust
Go global with the Genesis Emerging Markets Trust
The Genesis Emerging Markets Trust believes in thorough fieldwork when seeking out promising investments.
12 Nov 2019
Visit/517700/brazil-passes-pensions-reform
Brazil passes pensions reform
Brazil has finally completed a long-awaited overhaul of its pension system.
7 Nov 2019
Visit/517702/saudi-aramco-heads-to-market-in-historys-biggest-ipo
Saudi Aramco heads to market in history's biggest IPO
Saudi Aramco, Saudi Arabia’s state-owned oil colossus, is set to float on its home market. Are the shares appealing?
7 Nov 2019
Visit/517625/tr-european-growth-trust-why-investors-shouldnt-overlook-europe
Why investors shouldn’t overlook Europe
SPONSORED CONTENT - Ollie Beckett, manager of the TR European Growth Trust, tackles investor questions around Europe’s economic outlook and the conseq…
6 Nov 2019
Visit/517395/emerging-markets-buy-when-the-news-is-bad
Emerging markets: buy when the news is bad
Emerging markets are being squeezed by local turmoil and by more general factors. But bad news can spell opportunity for investors.
5 Nov 2019
Visit/517418/argentina-new-face-old-problems
Argentina: new face, old problems
Argentina elected left-winger Alberto Fernández as president. The previous business-friendly presidency ended in disaster. But Peronists have an equal…
31 Oct 2019
Visit/517002/can-jokowi-boost-indonesia
Can Jokowi boost Indonesia?
Indonesian president Joko Widodo, known as “Jokowi”, has been sworn in for a second five-year term. He has pledged to turn his country into one of the…
25 Oct 2019
Visit/517001/turkish-stocks-are-cheap-but-for-a-good-reason
Turkish stocks are cheap – but for a good reason
Turkish stocks are undoubtedly cheap, and very brave bargain-hunters may spy opportunity, but this market is cheap for a very good reason.
25 Oct 2019
Visit/516668/eastern-europe-is-a-bargain
Eastern European stocks are a bargain
The small size of the region’s markets means that Eastern European stocks are often overlooked in favour of bigger Asian growth stories. Yet there is …
18 Oct 2019
Visit/516669/global-stocks-will-catch-up-with-us
Global stocks will catch up with the US
US stocks have eclipsed other markets over the past decade and continued to outperform this year. But that outperformance looks set to end.
18 Oct 2019
Visit/516382/vietnam-winning-trumps-trade-war
Vietnam: winning Trump’s trade war
There’s been one clear winner in the US-China trade war so far – Vietnam. Many investors see it as the developing world’s next big thing.
11 Oct 2019
Visit/516383/indias-banking-crisis-deepens
India’s banking crisis deepens
Bad loans are rising at India's fourth-largest private bank by assets and the lender needs fresh capital to plug the gap. And it's not alone.
10 Oct 2019
Visit/515990/china-at-70-a-crucial-turning-point
China at 70: a crucial turning point
After a remarkable four decades of headlong growth China is approaching a crucial turning point.Can its leadership keep the good times rolling?
3 Oct 2019
Visit/515641/one-of-the-best-investment-trusts-for-emerging-market-investors
One of the best investment trusts for emerging market investors
The Utilico Emerging Markets investment trust focuses on infrastructure, an area its competitors often ignore.
1 Oct 2019
Visit/515279/where-new-middle-class-consumers-will-splash-cash
How to invest where new middle-class consumers will splash the cash
The rise of the middle-class consumer in emerging markets is the world’s most compelling long-term growth theme, says professional investor Kevin Cart…
23 Sep 2019
Visit/515308/why-modis-magic-now-looks-like-an-illusion-for-investors-in-india
Why Modi’s magic now looks like an illusion for investors in India
Investors are losing confidence in India’s prime minister and his promise of further reforms. The country’s potential remains intact, but be prepared …
19 Sep 2019
Visit/514938/chart-of-the-week-foreign-direct-investment
Chart of the week: the seed investments that fail to sprout
Foreign direct investment is supposed to stimulate productivity and growth in other countries by transferring skills, technology and capital. But much…
16 Sep 2019
Visit/514936/emerging-markets-bounce-back-after-a-miserable-few-months
Emerging markets bounce back after a miserable few months
Investors in emerging markets have been enjoying some long-awaited relief after a miserable few months.
13 Sep 2019
Visit/514723/vinacapital-vietnam-opportunity-fund-whats-driving-vietnams-growth-story
VinaCapital Vietnam Opportunity Fund: What’s driving Vietnam’s growth story?
SPONSORED CONTENT - With strong GDP growth, a stable macro-economic environment, increasing exports and record levels of foreign direct investment, it…
11 Sep 2019
Visit/513916/take-your-chances-in-china-with-these-two-investment-trusts
Take your chances in China with these two investment trusts
These two China-focused, London-listed investment trusts are excellent long-term bets, says Max King.
10 Sep 2019
Visit/513961/strong-dollar-squeezes-asian-markets
Strong dollar squeezes Asian markets
Trade war uncertainty means that the MSCI Emerging Markets Currency index is on course for its worst month since May 2016.
30 Aug 2019
Visit/513713/cash-in-on-change-in-emerging-markets
Cash in on change in emerging markets
After a strong start to 2019, emerging-market equities have hit turbulence. Professional investor Chetan Sehgal tips the stocks to back.
28 Aug 2019
Visit/513200/currency-corner-hard-times-are-coming-for-emerging-market-currencies
Currency Corner: hard times are coming for emerging-market currencies
You know trouble is brewing for emerging-market currencies when everybody starts running for the US dollar, says Dominic Frisby.
16 Aug 2019
Visit/513132/argentina-shocks-investors-for-a-change
Chart of the week: Argentina shocks investors (for a change)
Investors betting that Argentina had turned over a new leaf were given a nasty reminder of the country’s past this week.
16 Aug 2019
Visit/513131/indias-star-is-at-risk-of-fading
India’s star is at risk of fading
The benchmark Nifty index is now down 9% and has just had its worst July for 17 years.
16 Aug 2019
Visit/512806/adventurous-investors-should-head-for-the-frontier-in-georgia
Adventurous investors should head for the frontier in Georgia
Georgia Capital, a London-listed investment fund, is trading on a big discount and looks a good bet for the brave.
13 Aug 2019
Visit/512771/forget-emerging-markets-focus-on-asia
Forget the other emerging markets, focus on Southeast Asia
Investors in emerging markets should focus on Southeast Asia – a region where nearly every nation’s GDP and productivity growth has beaten the develop…
9 Aug 2019
Visit/512338/why-it-pays-to-invest-in-foreign-stocks
Why it pays to invest in foreign stocks
Many investors feel safer investing at home than in foreign stocks – but as the wobbly pound shows, that safety can be an illusion.
5 Aug 2019
Visit/512168/look-beyond-the-trade-spats-to-profit-in-asia
Three undervalued Asian stocks that can ride out the trade war
Trade wars aside, Asia remains the biggest driver of global growth with impressive economic and corporate fundamentals, says professional investor Ian…
5 Aug 2019
Visit/511764/asias-economic-squall-will-pass
Asia’s economic squall will pass
Many countries in emerging Asia look set to experience their weakest growth in a decade. But while the short-term outlook may be bumpy, there are many…
26 Jul 2019
Visit/511175/seven-investment-trusts-to-make-your-investments-go-global
Seven investment trusts to make your investments go global
The outlook for equities remains encouraging. An investment trust with an international remit will help you profit.
23 Jul 2019
Visit/511108/how-do-you-profit-from-market-bubbles-invest-in-anti-bubbles
How do you profit from market bubbles? Invest in “anti-bubbles”
The only real way to profit from market bubbles is to avoid them and invest in “anti-bubbles” instead. John Stepek explains what an anti-bubble is, an…
16 Jul 2019
Visit/510128/invest-in-vietnam-asias-other-communist-dynamo
Invest in Vietnam – Asia’s other communist dynamo
Vietnam has reinvented itself. And now, this overlooked market is ripe for investment. Alex Rankine picks the best way to buy in.
4 Jul 2019
Visit/509730/investors-shoud-head-east-for-income-growth
Investors should head east for income growth
Dividend payouts are also on the up in Asia. Income investor should look to these two investment trusts to get a slice.
2 Jul 2019
Visit/509314/emerging-markets-have-grown-up
Emerging markets move away from their reliance on commodities
Developing countries are becoming less reliant on cyclical commodities and moving into more lucrative areas such as technology
21 Jun 2019
Visit/508894/blackrock-latin-american-trust-investing-in-brazil
BlackRock Latin American Trust: the tide is turning for Brazil
The BlackRock Latin American Trust, largely invested in Brazil, is grabbing the bull by the horns. Investors should, too.
17 Jun 2019
Visit/508991/mexico-dodges-a-bullet
Mexico dodges a bullet in Trump's trade war
Donald Trump’s decision to call off threatened duties on imports from Mexico closes the latest episode in his trade war reality show.
13 Jun 2019
Visit/508520/has-brazils-bolsonaro-blown-it
Has Bolsonaro blown it for Brazil?
Brazil’s Ibovespa stockmarket benchmark has given investors a thrilling ride over the past few months, but reality is now beginning to set in.
7 Jun 2019