What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager Péter Varga answers the most important questions.
Article on tag "Emerging Markets"
Ten theses for 2019
Read our recent blog post on the ten theses for financial market development in 2019. Is fear of a recession exaggerated?
Changes in the MSCI Emerging Markets Index
In 1988, MSCI Emerging Markets Index was launched and consisted of just 10 countries representing less than 1% of world market capitalization. Today the index consists of 24 countries representing 10% of world market capitalization. Read here about the changes expected until June 2020 to one of the most important global emerging markets equities index.
Financial markets 2018: reasons to be cautiously optimistic
The financial markets have been on the rocks in 2018. Read here why you should still keep a cautiously optimistic stance.
Financial Markets Monitor September – conclusion: cautiously optimistic
As long as the underlying investor sentiment remains positive and investor confidence does not tilt, we are optimistic about the autumn on the capital markets. Find out more about the outlook for the global financial markets in our new blog.
Strong USA, weak emerging markets, risk of inflation – is the economic boom drawing to an end?
This blog entry will discuss three scenarios for the coming quarters and the coming year.
The liberalisation of the Chinese equity market is a milestone
230 Chinese A-shares have joined the important MSCI indices and share prices have rebounded from year-lows. Gabriela Tinti, Fund Manager, explains the relevance of the new A-shares.
Is Turkey about to run into a balance of payments crisis?
The Turkish central bank was forced to raise its most important interest rate by 300bps and to re-align its monetary instruments. What are the reasons for this nosedive?
Turkey´s astonishing rush to early elections
Amalia Ripfl, Senior Fundmanager explains Turkey´s rush to early elections: who profits and what does it mean for the equity market?
Equity investors’ interest rate fears may be overblown
Fears of rising interest rates are back. Was the recent 9% correction in global equities just a market blip, amplified by technical factors related to the trading of volatility products? Or something more serious – a regime shift signalling the end of the equity bull market as many have argued?