Tag: emerging markets
J. Safra Sarasin: Low inflation and high business activity a boon for EM bonds
J. Safra Sarasin: EM local currency bonds look attractive
LGT: Mexican economy to remain strong despite inverted yield curve
Wealthy Asian investors shifting attention to emerging markets: AXA IM
DBS: Withdrawal of QE “not on the cards” any time soon
Citi PB to add global equity exposure
Citi PB: Global economic growth is “accelerating moderately”
Pictet WM: Outperformance of emerging market equities “likely to be capped”
Ashmore raises US$400 million for fixed maturity EM bond strategy from PBs
UBP on Japanese equities, India and EMs in general
Asian investors show greater appetite for hard-currency EM debt, says Vontobel AM’s Asia head
UBP: “Earnings should continue to reward risk-taking”
DBS: EM equities likely to outperform fairly-priced DM counterparts
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
