Berdedikasi pada Emerging Markets
Ashmore merupakan manajemen investasi spesialisasi Emerging Markets dengan pengalaman lebih dari duapuluh tahun dan terus berinovasi untuk menawarkan strategi-strategi baru yang memberikan peluang bagi penanam modal untuk berpartisipasi di Emerging Market
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Based in London, the business was founded in 1992 as part of the Australia and New Zealand Banking Group.
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Kapabilitas kami
Ashmore merupakan manajemen investasi spesialisasi pasar negara-negara berkembang (Emerging Markets) dengan pengalaman lebih dari dua puluh tahun di negara-negara tersebut. Ashmore fokus pada berbagai tipe tema investasi termasuk di antaranya Pendapatan Tetap berbasis External Debt (Hutang Luar Negeri) , Local Currency (Hutang Domestik), Corporate Debt (Hutang Korporasi), Ekuitas, dan Alternatif. Bagian ini hanya merupakan informasi dan beberapa tema investasi ini mungkin tidak tersedia melalui reksa dana di negara Anda.
Insight Terkini
Weekly investor research
Central Bank decisions in focus as the energy shock extends
US-Iran ceasefire strains kept oil stress in focus as G4 central banks stayed on hold. EM policy diverged, with Brazil cutting rates, Indonesia pledging FX support, and Vietnam’s outlook upgraded.
The Emerging View
South Korea in focus
Korea runs a current account surplus yet the won sits at a 13-year low. We unpack the engineered offshoring behind it, why the policy is now reversing, and why we think the setup for Korean equities looks the strongest since 2007.
Weekly investor research
The semiconductor super cycle roars on
Iran-US backchannels continue as Tehran submits a new proposal, while semiconductor stocks extend a stretched rally. EM signals were mixed, with contained US inflation expectations, Hungary improving and Philippines downgraded.
Weekly investor research
Schrödinger’s Strait
Hormuz tensions drag on as Iran-US talks may resume. IMF meetings were broadly EM-positive on a weaker USD and firmer commodities, but Argentina, Brazil, Colombia and Türkiye all saw fresh policy or credibility strains.
Weekly investor research
Regime change in Hungary and positive election results in Peru
Markets focused on politics, energy and AI: Hungary and Peru point to more market-friendly outcomes, US pressure on Iranian oil raises risk, AI-led growth remains strong from the US to Korea, while Colombia was downgraded and Turkey’s outlook softened.
Video
WEBINAR: How are EM Frontier debt markets holding up?
Watch the replay of this insightful webinar where Gustavo Medeiros, Global Head of Research, and Alexis de Mones, Portfolio Manager for Emerging Markets Debt, discussed their views on the resilience of EM Frontier debt markets in the current environment.