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Emerging markets investors have long ‘mispriced’ risk: Kotkin

Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.
Aleks VickovichOctober 17, 2023
Featured Story

India’s NIIF: A poster child for development finance

Sarah RundellAugust 29, 2023
Emerging Markets

Asia still the epicentre of global growth, but with greater headwinds

Ben HurleyFebruary 9, 2023
Investor Profile

Bridgewater and UTIMCO talk China

Sarah RundellOctober 17, 2019
Emerging Markets

The future of investing in China

Peter KraneveldJune 6, 2019
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Opinion

Emerging markets show more maturity

Many developing nations are proving resilient in the face of market shocks, thanks in part to improvements to institutional domestic capital markets and more sophisticated legislative frameworks.
Egon VavrekSeptember 26, 2018
Emerging Markets

Active management and ideal weighting in emerging markets

From a strategic asset allocation point of view, AustralianSuper is one of the most aggressive investors in emerging markets, particularly Asia. About a quarter of the $43-billion fund is in international equities, and nearly half of that is in emerging markets. Equities is the vehicle for AustralianSuper’s emerging market exposure because growth remains the reason […]
Amanda WhiteJuly 12, 2013
Emerging Markets

Opening China: a green light for investor action?

The changing nature and openness of emerging market financial systems mean that constant assessment of the environment is necessary. MSCI is currently considering whether to increase the allocation of China’s weight in the emerging market index to include the nation’s A shares. (Concurrently MSCI Korea and MSCI Taiwan Indices remain under review for a potential […]
Amanda WhiteJuly 12, 2013
Emerging Markets

The complex puzzle of emerging markets

The emerging market story is a puzzle with many pieces. From an overall philosophical standpoint, the demographic and economic shifts are obvious reasons to have a weighting to emerging markets. But the complexity comes into play with the question of how to invest. Investors can consider private equity, property and other direct investments as a […]
Amanda WhiteJune 28, 2013
Emerging Markets

Emerging markets: the strategy choice

Usually when the $129-billion Ontario Teachers Pension Plan makes a strategic move, the rest of the investing community pays attention. With a 15-per-cent allocation to emerging markets and a strategic plan to increase it to 20 per cent over the next couple of years, OTPP just opened an office in Hong Kong to take advantage […]
Amanda WhiteJune 21, 2013
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