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.
Mike Biggs explains how skipping the USD can bring down volatility and enhance returns when investing in EM local currency debt
For Asian equities in general, the first quarter of 2018 was pretty lacklustre. The long, thin country of Vietnam was head and shoulders above the rest. We look at the many drivers behind the country’s strong economic and stock-market performance.
Inclusion into the EM index is not easy to come by. A country must meet size and liquidity requirements, as well as specific conditions for market accessibility. These requirements bode well for research coverage, governance, and liquidity … Read more
Day to day market movements often seem to suggest that emerging markets are highly correlated with developed markets, and in 2008 or 2011 emerging equity markets were not generally a useful place to hide. … Read more
