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
The interventionist maths: higher JPY + lower UST = weaker USD
Bessent flags more long-end UST intervention; Iran's tone turns pragmatic. Ratings skew positive: Pakistan to B3, Kazakhstan to BBB, Poland A- negative. Egypt holds at 19%; South Africa CPI eases to 4.3%; Vietnam and Colombia flag reform needs.
Weekly investor research
Risk assets resilient despite soft data and steeper curves
Weak US CPI, PPI and sales cut Fed hike bets; UST curve steepened; China data soft; Korea deregulated, Vietnam kept BB+; Nigeria's oil and a Saudi-Türkiye-Pakistan pact dominated.
Weekly investor research
Bulls in control and Dollar downside asymmetry
Cleaner positioning and the strongest US earnings season since 2021 have handed the bulls control. The bear case rests on long-end rates, hyperscaler leverage and an energy shock. We weigh both, and why the Dollar is the signal to watch.
Weekly investor research
Korea and Japan coordinated interventions with US Treasury as levered AI positions unwound
The US and Japan conduct their first joint yen intervention in 15 years, with Korea coordinating alongside the US Treasury. Kevin Warsh's Fed holds rates with three dissents for a hike, and levered AI positions unwind as hyperscaler earnings beat.
The Emerging View
The case for emerging market small cap equities
EM small caps are assumed to be the risky cousin of US small caps. The data says otherwise: nearly nine in ten are profitable, on half the forward multiple of the Russell 2000. We make the case for the asset class.
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.