Emerging markets are the place to be if you want to make the best possible returns in the future. At least, that’s been the received wisdom for a while now. But is it true?
Angela Lascelles was told she could never go into investment management as she was female, says Matthew Partridge. So, she did it anyway.
In 2008 Chinese companies comprised 9% of the key benchmark for emerging-market funds. Today, it’s 27%.
Emerging markets are booming again. David C Stevenson explains how to get a slice of the action using exchange-traded funds.
Firms such as Alibaba and Tencent already dominate ecommerce in China – now they’re expanding their reach. Investors should back them – at least for now, says Rupert Foster.
Since early 2016 the MSCI Emerging Markets index has jumped by 83%, and is now close to its 2007 all-time high. Last week, global investors poured $7.9bn into emerging-market equity funds.
Asia’s best-performing stockmarket last year was Vietnam, where consumer and manufacturing firms were the key drivers of a 48% increase in the Ho Chi Minh Stock index.
Brazil’s Bovespa stockmarket index has just reached a new record peak, but investors should keep a close eye on the political backdrop.
Turkish stocks have just reached a new record.But with high debt, a weak lira and an authoritarian government, Turkey’s boom could quickly turn to bust.
Investors’ enthusiasm for Africa dwindled as commodity prices fell. But there has always been more to the Africa story than raw materials.
Vietnam is attracting increasing attention from around the world, and it is easy to see why, says professional investor Andy Ho. Here, he pick three stocks to buy into its rapid growth.