Emerging Market Research
Back to homepageIndian 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
Read MoreA Quarter Century of Emerging-Markets Investing 1
At one time or another, every country could have been classified as “emerging.” Back in the 1800s, the Western part of the United States was called the “new frontier.” Investors purchasing farmland there were likely to consider it a highly
Read MoreEmerging markets set to improve 18
Despite a subdued outlook, portfolio managers predict emerging markets will show improvement over last year. The challenge will be in picking stocks and sectors rather than country plays. A growing middle class remains a driving force The outlook for emerging
Read MoreCharles Brandes – Top bets are outside North America 3
Value investor Charles Brandes finds bargains in Japan and the emerging markets Despite the recent strengthening of U.S. stock markets, the best prospects for making gains in equities lie in the eurozone, Japan and emerging markets, says prominent deep-value investor
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