Asian credit: could 2019 match 2009 and 1999 vintages?
"Asian credit now offers one of the three most compelling environments I have seen over my thirty-year career..." says Clearwater Capitals co-founder Rob Petty
"Asian credit now offers one of the three most compelling environments I have seen over my thirty-year career..." says Clearwater Capitals co-founder Rob Petty
Beyond geopolitical risks, the country will be upgraded to emerging market status. We interview two fund managers who invest in Saudi Arabian equities and who are both based in the region...
Could Asian credit prove to be resilient? Christina Bastin, offers a cold, hard and dispassionate perspective on the trade war, and its implications for investors...
An oasis of growth in a slowing global economy....
If Russian stocks may be some of the cheapest in emerging markets, certain equities in neighbouring Ukraine may have some of the lowest valuations in the frontier market universe.
With growing pressures in the direct lending market, is the asset class still a viable alternative for investors seeking higher yields?
LGIM´s Uday Patnaik examines the nuts and bolts of putting an EMD portfolio together...
Argentina’s equity market hit an all-time high in January 2018, and its currency marked a new all-time low of 27.7 per dollar as of June 21st 2018. Should investors cry for Argentina?
Argentina’s departure from the MSCI Frontier index, will leave Kuwait as the largest member of that index - but maybe not for long...
A microbrew beer made by Brooklyn’s Sixpoint Brewery is called Bengali Tiger. Craft brewing and Bangladesh are both impressive growth stories: a growth market and a “Tiger” economy.