Emerging Markets
Back to homepageIncome-starved investors finding higher income in emerging market bonds 8
With interest rates at record lows in North America, investors seeking higher fixed income returns are heading in droves to emerging market (EM) bonds – abandoning low-yielding traditional income producing instruments such as guaranteed investment certificates, treasury bills and Canadian
Read MoreIndian stock market set for a multi-year rally 1
The global investment bank, HSBC, believes that the Indian stock market is set for a multi-year rally, adding to gains made last year. In 2014, India was the best performing stock market in the world. “We are overweight on India
Read MoreTwo Emerging Market Funds in Top 10 2014 Performers in Canada 0
Two emerging market funds offered by Excel Funds Management Inc. – the Excel India Fund, Series F, with a total return of 54.2%, and the Excel Chindia Fund, Series F, with a total return of 32.7%, were number 1 and
Read MoreOil and Emerging Markets: A Double-Edged Sword 6
The price of oil has plummeted this year as a result of increased volatility in most markets and a temporary imbalance of supply and demand. In view of continued long-term world growth, particularly in emerging- and frontier-market countries, we believe
Read MoreASEAN’s Ambitious Agenda 2
The Association of Southeast Asian Nations (ASEAN) is an example of how smaller global economies can band together to exert a more powerful influence within the international community and have their collective voice heard. ASEAN is made up of 10
Read MoreMalaysia’s Developing Vision 7
My travels recently took me to Malaysia, a country that has experienced robust growth rates, but also some growing pains. Malaysia has been benefiting from favorable fundamentals generally in Southeast Asia and the 10 states comprising the Association of Southeast
Read MoreDo clients need to add global assets? 4
Even though Canadian equities markets are highly concentrated in a few sectors – and small compared with other markets – many clients remain uneasy about investing outside of this country. But it’s a conversation advisors need to have With the
Read MoreIndonesian Optimism 5
Southeast Asia represents one of the fastest-growing regions in the world today, and is one that we are excited about as investors. The Templeton Emerging Markets Group held our semiannual analyst conference in Jakarta in September, and one of the
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Three Words for Brazil
As long-time investors in Brazil, the recent presidential election has been of keen interest to us. One can certainly say it’s been an interesting race! The market had been volatile based on the changing polls leading up to the election;
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Focus on Long-Term Fundamentals, Not Fears
Global equity markets have hit a rough patch recently, with volatility intensifying in September and October. Many investors have been concerned about issues including the prospect of rising interest rates in the United States, deflation in the eurozone, fears about the
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