Ex-BOJ Member Sakurai Sees No Rate Cuts Without Fresh Crisis
Bloomberg · 04/13 00:30
Apollo SPAC Tied to Solar Lender Sinks to Palihapitiya’s Price
Solar stocks swooned Monday, casting a pall on an Apollo-backed special purpose acquisition company and enabling clean-energy investors to buy in at the same price as Wall Street titans like venture capitalist Chamath Palihapitiya.
Bloomberg · 04/12 16:19
Emerging Markets: Just When You Think You've Seen It All
Looking back, EM equities have as a whole been resilient, with the MSCI Emerging Markets Index marginally positive year to date-performing broadly in line with the S&P 500 and MSCI World indexes.On the economic front, EM activity has continued to rebound, albeit at varying speeds across countries.Meanwhile, EMs have shown a continued appetite for structural reforms that could lay the foundation for lasting economic recoveries.EM corporate resilience - especially in industries bolstered by the pandemic - is likely to anchor market sentiment.
Seekingalpha · 10/15/2020 11:34
A Bridge To Economic Recovery: Be Aware Of Financial Stability Risks
The rebound in asset prices and the easing in global financial conditions have benefited not only advanced economies, but also emerging markets.Policy measures have allowed firms to cope with cash shortages experienced during economic shutdowns by taking on more debt.Looking ahead, policymakers should carefully sequence their response to build a safe bridge to recovery.
Seekingalpha · 10/14/2020 11:41
Emerging Markets Rebound As Normalcy Recovers
Emerging markets are in the process of economic healing despite the uneven impact of COVID-19.China, in particular, has been well positioned for economic recovery in the third quarter and continues to move full steam ahead with gains in investment, industrial production, and services activity.Investing in emerging markets is for the long haul.
Seekingalpha · 10/13/2020 18:39
Investors Turn Cautious In September After A Strong Start To The Quarter
Emerging markets have had different approaches to coping with COVID-19 and are at different stages of recovery.Our emerging markets equity team examines trends, news and data shaping emerging markets in the third quarter, and shares its latest outlook.The market had expectations for greater normality into the final quarter of 2020, but with rising COVID-19 cases in Europe and select countries globally, it is evident the virus will persist.
Seekingalpha · 10/11/2020 19:53
3 Themes In Emerging Markets
We see technology-related opportunities in China, Taiwan, and South Korea.We find many structural growth themes are flourishing in China.Our focus in emerging markets amid the downturn is on quality companies that are tied to structurally advantaged themes such as these - and also are attractively valued.
Seekingalpha · 10/01/2020 18:10
10 Charts To Watch In 2020 (Q3 Update)
We provide a check in our 10 charts to watch in 2020: both keeping score and addressing the "Where to next?" question.Among the key takeaways, we see global growth rebounding into 2021, with emerging markets set to surprise.We see underappreciated and underpriced upside inflation risks (especially given our bullish base case for commodities).Constructive on global equities, but more so ex-US (also bearish US dollar), and more so in value versus growth.Chinese equities could end up an underdog outperformer.
Seekingalpha · 09/30/2020 11:57
Emerging Market Bonds: Part Of A Resilient Portfolio?
Despite a growing economic and technological decoupling between China and the West, the financial divide is actually shrinking.China's bond market - now the second largest in the world - has seen increased foreign participation, especially in its government bond market, where foreign ownership now exceeds 9%, up from a negligible level just a few years ago.The unknowns of the post-COVID-19 landscape demand greater attention to portfolio construction, and investors may wish to consider alternative paths to a more efficient portfolio and a diversified stream of returns.
Seekingalpha · 09/29/2020 13:14
Smaller Stocks Open Broader Windows To Emerging Markets
Allocating to smaller companies can help broaden an EM allocation by providing a different mix of exposures to opportunities across countries and sectors.On a 20-year timescale, EM small- and large-caps have both outperformed large-cap developed markets by a wide margin.When searching for smaller EM companies with big potential, we believe investors should look for companies that are at the crossroads of positive change.
Seekingalpha · 09/09/2020 23:53
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