1411 briefings from 396 companies
The IMF’s attitude towards monetary policy has undergone a significant shift of late. This article explores the reasons behind this call for caution, and whether it is justified. The logic of their argument is questionable, download your copy to learn more.
Published:17 September 2015
As the year of the horse trots to a finish, so the year of the goat looks likely to herald a major push by China to establish a new “Silk Road”. Here, Ross Teverson of Jupiter Global Emerging Market Teams touches upon the new Silk Road.
Published:21 July 2015
Robert Swift, Newscape’s Lead Portfolio Manager of its New Perspective EM Equity Income Fund discusses China’s outlook and why slowing GDP is not necessarily a bad thing. In fact, an improvement from a lower level of capital expenditure per unit of GDP growth could be a big benefit to investors.
Company:Newscape Capital Group Ltd
Published:06 March 2015
Nothing better illustrates investors’ bipolarity – between fear & greed – than the subject of China. Before the crashes of 1997 & 2007, greed dominated, but fear is now the overriding emotion. In this update, Gary Greenberg, Head of Hermes Emerging Markets, analyses whether the fears are unfounded.
Company:Hermes Investment Management
Published:17 October 2014
Emerging markets have been in the news for the wrong reasons of late. Performance has been weak relative to other markets. But could they now represent an opportunity? Peter Saacke, manager of the Artemis Global Growth Fund provides his views.
Company:Artemis Investment Management
Published:28 January 2014
Business Area:Emerging Markets