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emerging market (EM)
Markets
In emerging markets, ‘better luck next year’ is a hard sell
Emerging-markets struggle to get ahead of the US dollar, with JPMorgan Chase & Co’s index of EM currencies heading for a seventh successive year of losses.
26 days ago
Special Feature
MSCI: Factoring in an EM edge in times of uncertainty
In times of uncertainty, are the emerging markets still attractive?
December 16, 2024
Tong's Portfolio
The next big themes: Supply chain resilience and the end of low-wage as a competitive tool
The capacity of rich countries to spend on record fiscal stimulus has long-lasting implications.
October 28, 2021
Tong's Portfolio
Synchronised global recovery will drive stocks higher in 2021. Stay invested.
Vaccination and immunisation will pave the way for a robust economic recovery.
December 18, 2020
Fund Watch by The Edge
UBS-AM stays vested on China and Asia on post-lockdown recovery and favourable trends
Chinese equities, which have outperformed the US and European markets year-to-date, remain favoured by UBS Asset Management.
October 09, 2020
US Presidential Race
Covid-19 in the White House is startling, but a contested election would be worse
"We believe it is time for caution but not panic,” says Bank of Singapore (BOS) Head of Investment Strategy Eli Lee.
October 05, 2020
Tong's Portfolio
How much is too much QE?
Clearly, what was once unthinkable and unprecedented is now rapidly turning into the norm — with no end in sight.
September 25, 2020
Emerging Markets
Developing Asia's economy to shrink for first time since 1962, says ADB Chief Economist
The region’s gross domestic product will decline by 0.7% in 2020, down from June’s projection of an increase of 0.1%.
September 15, 2020
Emerging Markets
Weaker emerging markets left behind as wealthier Asian economies pull away from the pack
A Bloomberg study of 17 emerging markets has found a 42% correlation between gross domestic product per capita and stock performance since the virus-fueled risk sell-off began on Jan 2020.
September 03, 2020
Tong's Portfolio
Goldman says Covid-19 vaccine approval could upend markets
If this happened along with a change in the US administration, emerging market equities could benefit “if trade policy risks diminish while US tax risks rise”, according to the note.
August 07, 2020