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.
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.
Having priced in a lot of bad news, emerging markets are looking like better value, says professional investor Carlos Hardenberg. Here, he picks three of his favourite smaller emerging-market stocks.
China’s main stockmarket index, the CSI 300, has had a roaring year so far, gaining 25% and outstripping its major rivals. And last week there was more good news for the bulls.
China’s economy is slowing down. In a democracy, that’s no big problem; in a dictatorship, it spells trouble. John Stepek explains what’s going on, and how it affects your money.
Mark Mobius, the pioneer of emerging-market investing has returned with a new fund.