
Tag Archives: emerging markets


BoS: High-yielding EM currencies “no longer cheap”

UBS WM: Positive news could not lift USD further
Credit Suisse: Asia has highest consumer confidence in EM
EM bond investors “more relaxed” about Fed rate hikes

DBS: Cooling on US equities

Emerging Markets: Key to unlocking global growth
Amundi: Market overestimates Trump stimulus positives but underestimates Brexit negatives
BlackRock: Gap between winners and losers in equity market to widen

Amundi: energy and materials sectors will rebound in 2017

Bank of Singapore: Keep some dry powder for 2017

DBS: correction imminent for “Trump Trade” market
CSAM continues to preach conversion of single bond holdings
Julius Baer: Treasury yield uptick triggered by correction, not an increase in rate hike expectations

Rising global risk appetite supports emerging market equities, says HSBC

Asian investors need to take a more sober, fundamental-driven look at EM equities

Overweight emerging credits and assets: Lombard Odier

Rethink EM yields: Lombard Odier

“Continued slowdown” expected in emerging markets

Morningstar sees diversity growth in EM fund group

Falcon CIO sees "upside" in emerging Asian equities despite recent woes

Falcon CIO sees “upside” in emerging Asian equities despite recent woes

Opportunities in emerging markets

UBS shuns imminent EM danger from potential rate hike

Buy time for US equities, says Deutsche AWM

Private banking in Indonesia: the pie has grown to a point where every player has enough to eat

Advisors recommend inflation-linked bonds as money printing sparks fears of negative real returns

BOCHK’s new fund to invest principally in World Bank bonds

Largest opportunities in emerging markets
