Thanks above all to the push from emerging markets (South Korea in the lead), the stock exchanges close a record November - Waiting for Powell's speech - Excellent debut by DRS (Leonardo) on the Nasdaq
Mumbai is now close to all-time highs: +6% since the beginning of the year - Hong Kong and Brazil are also among the best stock exchanges in 2022 - The case of Mongolia is particular: +133% in 2021
The Evergrande crack and the uncertainties from China as well as other signs of uncertainty push managers to look towards emerging markets in view of a seasonal correction. Here's where to go
The decoupling of Emerging Countries (stationary) and raw materials (which are rising) is already an anomaly this summer. China slowing down as well. Opportunities are not lacking but beware of defaults. The green deal is changing investor choices
Not just China. From Malaysia to Vietnam, from Seoul to Singapore, here are the Stock Exchanges where you can find the best investment opportunities. Provided, however, that business is followed with prudence
The partnership with the Green Climate Fund will allow the Cassa to co-finance programs and projects with a high environmental impact in developing countries and emerging markets
According to Franklin Templeton, emerging countries are today a very interesting opportunity for those looking for profitable investments in finance because technological progress has allowed emerging markets to develop and compete with traditionally more advanced ones.
Draghi leaves but the new Qe arrives and the Ftse Mib climbs over 22.500 bp - Emerging markets in turmoil on the eve of the elections in Argentina
At the end of the economic cycle, aggravated by growing political uncertainty, trade disputes and volatility of raw materials, the risks for emerging markets are increasingly important: new opportunities for Made in Italy come from Bulgaria, Vietnam, Morocco and…
2017 was the year of the collapse of the calculated level of risk of global portfolios and the parallel increase in exposure to riskier assets but in 2018 things are changing - Here's what the Portfolio Barometer reveals…
Emerging markets, already shaken by strong dollar, risk capital flight after rift between US and EU over Iran and after Turkey's downgrade and Argentina's devaluation - Asia on the defensive and ECB wait-and-see
FOCUS BNL - In the last twenty years the Indian economy has grown at an average rate of 7,2%, almost quadrupling its size and representing a seventh part of world growth in the two-year period 2016-7 but overtaking China is not conceivable …
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - "Stock markets are pushed upwards by earnings, especially in America, but held back by the reacceleration of inflation expectations, due to oil in recent days" - …
The Epsilon Fund Emerging Bond Total Return of Eurizon Capital SA (Intesa Sanpaolo group) adopts a strategy that selectively invests in bonds from emerging countries, containing volatility and aiming for an average annual gross return higher than that…
An analysis by Matthew Williams, Investment Director – Global Emerging Markets, of Aberdeen Standard Investments highlights the acceleration of the transition underway in the auto sector. Stocks to bet on.
The Venezuelan president's announcement on debt restructuring to try to avoid default has torn the veil on emerging markets which had returned to the limelight after the Annual Meetings of the Monetary Fund but which in the last month suffered strong…
From the "Current Report on Emerging Markets" by Raiffeisen Capital Management - The asset management company, which is part of the main Austrian banking group, provided insights on India, Poland, the Czech Republic and Hungary (the CE3).
ETFs are 15 years old and in the second quarter of 2017 they are close to the collection record: 43,3 billion dollars, just below the 44,5 billion of the first three months - Here are the preferences of investors in the various areas of the world and…
Salman Ahmed, Chief Investment Strategist at Lombard Odier Investment Managers outlines the three biggest challenges facing bond investors for 2017 and their implications for portfolio management - Interest rates, market risks and liquidity…
Recent geopolitical events have dissuaded many investors from focusing on emerging markets - From Turkey to Brazil, via Mexico and India, all the critical issues of growing countries - Political risk and currencies go to…
From Brexit to Trump, hard times for globalization 2.0 - From the Italian referendum to the elections in France, Germany and the Netherlands, Europe is experiencing a wave of volatility on the financial markets which in 2017 will experience a year of transition in view of…
According to the Templeton Emerging Markets quarterly report, emerging markets resisted some global uncertainties in the third quarter - China and South Korea grew beyond expectations, India slowed slightly, while Brazil, albeit contracting,…
Report Raiffeisen Capital Management - While developed markets ended August almost unchanged and with a slight loss, emerging market equity markets gained again: MSCI EM index rose by 2,3%
BY RUSSELL INVESTMENTS - The long-term picture for emerging market currencies and local currency bonds is positive - Three factors to consider: value, cycle and sentiment.
Raiffeisen Capital Report - Price increases fueled by momentum alone are rarely sustainable in the long term; it is, however, impossible to predict how long and how long they will hold up - Local currency bonds especially are at risk…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - Great Britain has responded to Brexit better than Europe which incredibly tightens up the restructuring rules for Italian banks even more - Until the Old…
The exhaustion of a season of generalized economic growth in the "new markets" places the theme above all for Made in Italy, of the selection of countries at the center of corporate strategies. Prometeia offers a guide to identify the countries that have…
Atradius underlines concerns about the solvency of local companies, although a systemic distribution of risks is not yet foreseen. Turkey is the most vulnerable: it is the refinancing risk that weighs.
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The Fed's prudence on rates and on the dollar gives new breath to the recovery of emerging markets even if the recovery of raw materials will be gradual, the appreciation of…
The propagation of shocks from emerging markets to stock prices and exchange rates in advanced economies "has grown substantially" - The insurance industry has changed over the last decade, according to a report by the Fund…
The postponement of the Fed rate hike favors the recovery of emerging markets for at least three months and maintains a competitive dollar to reabsorb part of the damage of the drop in oil on the shale gas industry - Portfolio flows to…
The "Risk Participation Agreement" for sharing trade finance risks will allow Unicredit to cover the risks deriving from letters of credit and/or stand by letters of credit when issued by banks/countries pre-authorized by the IFC (World Bank) for …
