The Factors of Emerging Market Debt Emerging Markets, Fixed Income & CreditFinisterre Capital’s Raphael Biosse-Duplan says investors should worry less about the geographical definition of emerging markets and more about what factors set this asset class apart from others. Read More
Moral Hazard in China is Breaking Emerging Markets, Fixed Income & CreditThe Chinese government’s willingness to let private companies default on their debt is a sign of a maturing domestic market and helps price debt issuances more accurately, according to Fidelity International. Read More
No Westerner Really Understands China Asset Owners, Emerging MarketsOut of all Australian Chief Investment Officers, John Pearce, CIO of Unisuper, is probably best placed to have a view on China. But his insights are not what you might expect. Read More
Bubble in Parts of China Tech Sector Emerging MarketsValuations of smaller Chinese technology companies are starting to look frothy, T. Rowe Price says. Read More
China’s Next Digital Evolution Emerging Markets, InnovationIn his new book, Winston Ma describes the next phase of the evolution of China’s digital economy, which will see the merger of online and offline. Read More
The Non-linearity of Emerging Markets Asset Allocation & Strategy, Emerging MarketsFormer Vontobel star fund manager Rajiv Jain talks about his decision to set up a boutique and why emerging markets still make sense. Read More
The Divergence of Markets Emerging Markets, Fixed Income & CreditStandard Life Investments’ Alex Wolf tells [i3] Insights that he is getting more bearish on China. Read More
