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
Deal or no deal?
The US strikes Iranian military assets after Trump signals a deal is close. Aramco preps its largest privatisation to date, South Korea seeds a sovereign wealth fund with semiconductor tax revenue, and UAE investment in the US tops USD 1trn.
Weekly investor research
Global yields squeeze higher
Brent crude topped USD 110 after Iran's strike on a UAE nuclear plant. S&P upgraded Nigeria to 'B' (first since 2012) but cut Mexico's 'BBB+' outlook to negative. Russia launched its heaviest aerial strikes of the year on Ukraine.
Weekly investor research
The “no war, no peace, no oil” status lives on
Hormuz stalemate as the US rejects Iran's counterproposal. Bank Indonesia rolls out a stabilisation package, Modi calls for FX-preserving austerity, JPMorgan lifts its Kospi bull case to 10,000, and Fitch upgrades Argentina to 'B-'.
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.