‘Compelling’ Case for Emerging Markets: USAA Expert
There’s lots to feel positive about in markets that don't have frothy valuations.
Top Portfolio Products: Schroders, Oppenheimer Add Funds
The two groups roll out products that focus on global assets, income and emerging markets.
The Contrarian Play: Emerging Markets Energy Sector
Emerging markets natural resource companies can be dirty companies, but they’re dirt cheap.
Emerging Markets Not Monolithic; Japan Debt Scary, Says Templeton’s Hasenstab
In 2013, there were big performance differences in Hungary and Indonesia, the Franklin Templeton global bond CIO said.
Frontier Markets, Anyone?
Countries like Qatar and the Philippines are outperforming the BRICs, as well as even the U.S. these days.
Rethinking the Role of Emerging Markets Investing in Portfolios
More than ever, the outlook for emerging markets is nuanced, and selectivity is critical. We expect emerging countries to increasingly decouple from one another.
Emerging Markets Dominate Global GDP
Portfolios have not caught up with this shift, says analyst Jan Dehn of Ashmore.
Marc Faber: China ‘Disaster’ Brewing in Its Suspect Numbers
Doomsayer Marc Faber on why China's growth isn't what it seems and that when it sinks it will hurt Asia and other emerging markets most.
Chinese Innovation to Fuel Global Competition: McKinsey
As innovation gains steam in China, the stakes are rising for domestic and multinational companies alike, reports McKinsey & Co. in the latest issue of its business journal.
Goldman’s O’Neill to Developed World: Don’t Fear the BRICs
China creates another Greece every four months in terms of GDP growth, so developed countries would be well advised to embrace the BRICs, says Goldman Sachs' Jim O’Neill.