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 […]
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