Emerging Markets Archives - Page 2 of 3 - Investment Innovation Institute

Insights: Emerging Markets

Managing Volatility in EMD

Ernest Yeung, Portfolio Manager at T. Rowe Price

Value in Emerging Markets

Value investing has experienced a resurgence in the past four weeks. We talk to T Rowe Price’s Ernest Yeung about what this means for emerging markets.

[i3] Emerging Markets Webinar with T. Rowe Price

Value Rotation in Emerging Markets

Emerging Markets, Equities, Webinars

It currently appears that we have a bubble in technology stocks, as in 2001. But this time round, it is combined with a deep global recession and a heightened focus on sustainability.

Steve Zhang, Deputy Chief Investment Officer of Ping An China Asset Management (Hong Kong) Company

Ping An on Factors in China

Chief Investment Officers, Emerging Markets, Equities, Factors, Quant & Systematic

The Chinese stock market is driven by different quantitative factors than those in the US and Europe, Ping An China Asset Management (Hong Kong) Deputy CIO said. Steve Zhang speaks to us about the companies quant and machine learning strategies.

Changing Landscape of EM Small Caps

Emerging Markets, Equities

Emerging market small caps are increasingly professionalising, attracting more experienced management teams who are able to improve margins, cut costs and allocate capital better. We talk to Jerry Zhang and Prashant Paroda of Wells Fargo about the drivers behind this trend.

AustralianSuper on China A-share Search

Asset Owners, Emerging Markets, Equities

AustralianSuper has provided an insight into its decision making process for a recent mandate dedicated to China A-shares.

Kunjal Gala, Co-portfolio manager of Global Emerging Markets, Federated Hermes on Innovation in emerging markets

Tech & Healthcare Innovation in Emerging Markets

Emerging Markets, Equities, Innovation

Pandemics have a way of speeding up change and innovation. We speak to Kunjal Gala at the international business of Federated Hermes about what this means for emerging market equities.

Geoffrey Wong, Head of Emerging Markets and Asia-Pacific Equities at UBS Asset Management

Diversification through China A-shares

Emerging Markets, Equities

One of the reasons to invest in China A-shares is diversification. So how have these equities held up during the current pandemic-driven financial crisis? We speak to UBS AM’s Geoffrey Wong to find out.

The Factors of Emerging Market Debt

Emerging Markets, Fixed Income & Credit

Finisterre 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.

Moral Hazard in China is Breaking

Emerging Markets, Fixed Income & Credit

The 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.