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Emerging Markets after the summer sell-off: Hold or Add?

Market Commentary

24 September 2013

We believe Emerging Markets (EM) debt and equities are likely to offer attractive returns over the next 12 months due to strong technicals, improving fundamentals, and attractive valuations in the wake of the summer sell-off.

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Further progress in Ecuador economic reforms and Argentina debt renegotiation.

Weekly investor research

26 May 2020

Ecuador implemented further economic reforms. China withdrew its GDP growth target, but increased the fiscal deficit. Argentina postponed the deadline for debt renegotiations to 02 June. Indonesia kept...

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African finance ministers say support from multilateral organisations should not disrupt access to international capital markets

Weekly investor research

18 May 2020

The finance ministers of 16 African countries requested a 2 year suspension of payments to debt owed to International Financial Institutions (IFIs), but said debt relief should not be conditional upon...

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