As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.
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A strong USD is but one of many challenges for Argentinians and Brazilians, highlighting once again the need to be selective at the country level.
We haven t seen a trade war hit emerging markets. If it does I think it will be quite specific in terms of where it hits. James Syme Senior Portfolio Manager Pendal Global Emerging Markets Opportunities Fund Investor caution towards emerging markets has increased this year as a strengthening USD creates real challenges for a number of EM countries. This caution has accelerated more recently...
Fund Manager commentary for the month ended 31 August 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Vimal Gor peels back a few layers of the global trade playbook to provide some context to the seemingly treacherous path of US-China trade relations.
Fund Manager commentary for the month ended 31 July 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Samir Mehta lifts the lid on Nestle India's challenges with its iconic Maggi brand - and his own challenges with lofty valuations.
Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.
How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.
Several factors, including a change in liquidity, may have contributed to the sell-off in some Asian EM equity markets.