OMGI keen on EM sovereign bonds
Old Mutual Global Investors is overweight Indonesian and Indian government local currency bonds.
Old Mutual Global Investors is overweight Indonesian and Indian government local currency bonds.
Indonesia’s equity market is likely to outperform other ASEAN countries, said Soohai Lim, director of Asian equities at Baring Asset Management.
Growing up in Brazil, Claudia Calich got to learn all about hyperinflation and currency devaluations at first hand through her father’s engineering business, based in Porto Alegre in the country’s southern-most state of Rio Grande do Sul on the border of Uruguay and Argentina.
After years of outflows, Angus Murray argues the case for emerging markets today in a 20-year investment portfolio.
China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
Swiss private banking group EFG International was granted regulatory approval this week to open an onshore business in Santiago, Chile.
Asset management firm Barings predicts that strong growth in makeup, Botox, electric vehicles and driverless cars in China will drive performance of its Asian funds, according to head of Asian equities, HyungJin Lee.
The Monetary Authority of Singapore (MAS) is considering a new regulatory structure to accommodate open-ended investment companies (Oeics) in a bid to encourage more asset managers to domicile funds in the city-state.
The rise in aviation in China and emerging markets is presenting investment opportunities even for those unable to participate directly, says EdenTree.
Investors are fleeing from emerging market debt, and optimism for any recovery in the near term is low, particularly for local currency government bonds.
Advanced economies have become the net receiver of market shocks, while China and other emerging markets have turned into the sources, according to an IMF working paper.
Goldman Sachs Asset Management’s Suneil Mahindru talks about his family values, fund strategy and the benefits of owning a fast-food business