Unlike developed markets, emerging markets don't appear to be on the verge of a downturn, the Fiduciary Investors Symposium heard.
Ben HurleyNovember 30, 2018
Australian institutional investors have been urged to consider taking unhedged positions on emerging market currencies in 2017.
Sally RoseMay 22, 2017
Delegates at the Fiduciary Investors Symposium, Balgownie Estate, Yarra Glen, Victoria will take part in a day long debate across multiple presentations on November 17 as to where opportunities lie in a valuation stretched world and how they can persuade their investment committees to accept changes to asset allocation to capture these. Olga Bitel, economist […]
Olga BitelOctober 16, 2015
Indian companies in cyclical sectors are trading at a huge discount to valuations and will be some of the largest beneficiaries of the Modi effect, according to HSBC Global Asset Management. Reforms from prime minister Narendra Modi have passed government subsidies to individuals’ bank accounts rather than intermediaries, leading to greater bank account use […]
David RowleyMay 28, 2015