LONDON (Reuters) – A wave of social unrest across developing countries this year has caught many investors off-guard and is challenging models designed to gauge political risk for investors, prompting some to pull money out. That has led to worries that a with... More »
NEW YORK (Reuters) – Top BlackRock Inc (BLK.N) bond investor Rick Rieder halved exposure in recent months to a once-major bet in his portfolios on emerging markets on concerns including that the dollar could move higher, he told Reuters on Friday. “I still wou... More »
LONDON (Reuters) – A resurgent dollar and higher borrowing costs are smashing through Argentina and Turkey’s currencies like a wrecking ball and raising the likelihood more broadly that emerging markets’ three-year long interest rate cutting cycle is at an end... More »
Fidelity Investments has cut exposure to red-hot emerging markets stocks in its age-based retirement funds while putting more money into Canadian stocks and U.S. government bonds. More »
The boom in emerging market technology stocks is becoming a problem for fund managers of all stripes. More »
Frontier economies including Tajikistan and Iraq along with credit-hungry Asian firms led emerging market borrowing in the July-September quarter, as 2017 shapes up to be another record year for debt sales. More »
China Investment Corp’s (CIC) $13.7 billion acquisition of warehouse firm Logicor tripled the total value of sovereign wealth funds’ (SWFs) M&A deals in the second quarter to $31.7 billion, just shy of a record set in the third quarter of 2016. More »
Economic turnaround in Russia and Brazil may be tempting investors back to BRIC equity funds, with EPFR Global on Friday reporting such funds took in new cash for two weeks in a row for the first time in five months. More »
Emerging market equities have a spring in their step as an upswing in company profits extends a year-long 40 percent rally in the sector and allows investors to look past the threat of a global trade war. More »
FILE PHOTO – A vendor of cedar cones counts Russian rouble banknotes at a street market in Krasnoyarsk, Russia, October 17, 2016. REUTERS/Ilya Naymushin/File Photo The latest rally in emerging market currencies is unlikely to last long, a Reuters poll showed o... More »
SHANGHAI Officials from the world’s largest emerging nations launched the New Development Bank (NDB) on Tuesday, the second of two new policy banks heavily backed by Beijing that are being pitched as alternatives to existing institutions such as the World Bank... More »
