Last year emerging market stocks fell by nearly a quarter, says Marina Gerner. But in 2019 it has been a different story.
Chinese stocks have staged an impressive rally, outperforming every other national index in the world in the first quarter of 2019. Can that continue?
Turkey’s currency has slipped to an eight-month low against the US dollar, after a 40% slump in the first half of last year. The economy shrank by 3% in the fourth quarter of 2018 and inflation has reached almost 20%.
Turkey is one of the cheapest markets in the world right now. That’s usually a sign that you should buy. But is it really worth it? John Stepek weighs up the pros and cons.
Value investor Jeremy Grantham sees better opportunities in emerging markets than in the US over the long term.
Emerging markets have been reinvigorated this year, with the benchmark MSCI Emerging Markets at a six-and-a-half-month peak and developing-world currencies up against a weaker dollar. And the rally looks set to endure.
If you’re after cheap stocks, head to China and India, says analyst and author Christopher Wood.
Few had expected Uzbekistan’s president, Shavkat Mirziyoyev, to change much when he took over in 2016. But he has embarked on major reforms, making it a frontier market to watch.
India’s benchmark Nifty 50 index has jumped to a six-month high following the announcement that India’s national election will take place over five weeks between mid-April and late May.
Each week, a professional investor tells Moneyweek where he’d put his money. This week: Nitin Bajaj of Fidelity Asian Values investment trust selects three favourites from emerging Asia.
A striking gap in the returns on Chinese index funds shows why you must be sure to know what you own. John Stepek explains.