EM debt funds suffer outflows as hopes of rate cuts by developing nations fade
If Trump imposes larger tariffs, the renminbi and US currency pegs will come under pressure
Demand for ‘ex-China’ strategies soars as tensions with west linger, despite recent stock rebound
US interest rate cuts spur reassessment of asset class and bolster its allure
Campaign group says debt resolution in countries from Ghana to Ukraine means potential big profits for investors
Keeping it local
Countries exiting restructurings have lower ratings than in the past and may struggle to access capital
Local currency bonds have lagged this year but Fed’s move is expected to ease pressure on developing nations
Manager says move is designed to give investors more choice as Chinese market lags behind rivals
Red-hot Indian equities propel country past China weighting in MSCI All-Country index
Innovations around EM indices are required with more thematic benchmarks
I’m after any funds replicating an emerging markets ex-Asia index
Bond price tumbles as investors fret archipelago nation will miss October payment
Year-to-date inflows of $2.6bn are below the $22bn recorded in 2023
An emerging market revival has begun, with dramatic global implications
Overseas buyers defy Beijing authorities’ unease over fear of debt market bubble
New initiative is welcome, but green investment in emerging markets needs to reach far greater scale
Rise to almost a fifth of global stock benchmark quandary for fund managers concerned at high Indian valuations
Hedge funds and investors lured by high interest rates, but flows could leave country vulnerable to a shift in sentiment
‘Persistent liquidity challenges’ and denuding of the index have ended a 12-year experiment
There has been a marked change of signals from Ankara on economic management
Argentina’s Merval leads Latin America as heavily indebted nations chart path to growth
Asia may be worth another look, if you have an appetite for risk
Inclusion of country’s debt in major benchmark could fuel market volatility, analysts warn
Unexpectedly strong dollar and misfiring ‘carry trades’ fuel 4.4% loss
