emerging markets

Roundtables

All China Access

The addition of A-shares in the MSCI Emerging Markets Index puts the Asian giant’s mainland markets on everybody’s radar. Local investors ga
Hedge Funds

Global economy and markets in perspective

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 […]
Hedge Funds

Australian investors not too late for Modi effect

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 […]
Hedge Funds

Think before jumping back into EM: Sunsuper

Don’t expect economic growth to translate into emerging market equity returns: that’s the warning from one of Australia’s investors as stock valuations begin to look more attractive. Joshua Bloom portfolio manager of Sunsuper described the five years up to 2003 as “quite special” and a boom that could not go on indefinitely into the future. […]
Investment Strategy

Jana cautious but Mercer positive on investment growth

All five of the major consultancy firms have a gloomy outlook on investment growth, but while several see hope in dynamic asset allocation, Jana Investment Advisers has urged investors to readjust their expectations. Representatives from each firm were quizzed by Sean Henaghan, investment director of AMP Capital at the Investment Management Consultants Association’s annual conference […]
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