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
About us
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
Oil relief welcome before Wednesday’s FOMC
After 13 consecutive nights of strikes, the US paused its attack on Iran over the weekend, welcome relief ahead of Wednesday's FOMC. Elsewhere, Samsung and SK Hynix signed USD 950bn of US supply deals and Bank Indonesia's governor resigned.
Weekly investor research
The arrival of Kimi K3 tests investors’ faith in Jevons’ Paradox
Chinese open-weight model Kimi K3 raises questions over AI lab monetisation, testing investors’ faith in Jevons’ Paradox. The Korean memory stock unwind extends, US CPI turns negative and the Bank of Korea hikes for the first time in three years.
Weekly investor research
Hormuz hostilities and a memory stock correction
US-Iran hostilities push oil back to nearly USD 80 and Korean memory stocks fall in a positioning unwind. SK Hynix’s ADRs debut on Nasdaq, China’s central bank adds to gold, and Ukraine secures EUR 140bn in weaponry pledges at the Ankara NATO summit.
Video
WEBINAR: EM Sovereign Debt: The yields are all-right
Watch the replay of this insightful webinar where Gustavo Medeiros (Global Head of Research) and Christian Schniewind (Portfolio Manager for Emerging Markets Debt) discuss their views on EM sovereign debt dynamics.
Weekly investor research
Peak hawkishness
Oil at USD 70 a barrel and softer US payrolls may signal peak hawkishness. The semiconductor rally takes a breather, the World Bank upgrades Vietnam to upper-middle-income status, Brazil lifts its 2026 inflation forecast and Colombia hikes rates to 12.0%.
The Emerging View
EM Sovereign Debt: The ultra-marathon runner goes on
Inflation has peaked, the capex supercycle rolls on, and EM fundamentals keep improving. We explain why EM sovereign debt, yielding close to 7%, remains one of the most attractively valued asset classes today.