Currencies, bonds and stocks rally as global fund managers diversify away from dollar assets
Fund deputy warns policymakers are ‘steering through the fog’ as they weather Donald Trump’s unpredictable tariffs
Panvira aims to raise $200mn in foreign capital to invest in local equities
Low- and middle-income countries are performing surprisingly well despite Trump’s tariff wars
Investors should pursue a ‘barbell approach’ that focuses on high conviction public credit trades and strongly secured private credit
The country offers investors an enticing value opportunity, but fiscal reform is urgently required
It may not last forever
Africa’s most populous country among former crisis-hit economies attracting foreign inflows
Vietnam, Malaysia, Singapore and increasingly India stand to gain
US president’s policies are likely to push up dollar-denominated debt, hurting economies such as Mexico and Malaysia
MSCI’s broad index has dropped more than 10% since reaching a two-and-half-year high in October
Investors are still not pricing in enough risks from fallout of US-China tensions
EM debt funds suffer outflows as hopes of rate cuts by developing nations fade
If Trump imposes larger tariffs, the renminbi and US currency pegs will come under pressure
Demand for ‘ex-China’ strategies soars as tensions with west linger, despite recent stock rebound
US interest rate cuts spur reassessment of asset class and bolster its allure
Campaign group says debt resolution in countries from Ghana to Ukraine means potential big profits for investors
Keeping it local
Countries exiting restructurings have lower ratings than in the past and may struggle to access capital
Local currency bonds have lagged this year but Fed’s move is expected to ease pressure on developing nations
Manager says move is designed to give investors more choice as Chinese market lags behind rivals
Red-hot Indian equities propel country past China weighting in MSCI All-Country index
Innovations around EM indices are required with more thematic benchmarks
I’m after any funds replicating an emerging markets ex-Asia index
Bond price tumbles as investors fret archipelago nation will miss October payment
