Emerging markets
Jacob Rees-Mogg’s Somerset Capital Management to close
Somerset in advanced talks to transfer top performing funds after SJP withdrawal sends assets tumbling
2 min read
Investors yank billions from UK funds Polar Capital, Ashmore as ‘bear market sell-off’ takes hold
Polar Capital said the drop in assets was driven by 'the bear market sell-off, net outflows, fund closures and fund performance'
2 min read
In 1MDB trial, ex-Goldman exec Tim Leissner’s testimony challenged: ‘I was trying to protect myself’
Lawyers for defendant Roger Ng look to cast doubt on account of former Goldman colleague Leissner
3 min read
Investors spooked by Biden’s warning over imminent Ukraine invasion
Listen back as FN dissects the latest market turbulence
1 min read
Mark Mobius says pile 10% into gold, and calls China crackdowns ‘a good thing’
'The idea of gold is that it is emergency money,' says the veteran investor and founder of Mobius Capital Partners, as he mulls inflation risks
3 min read
Sponsored – The Future of Latin America
What is the future of the capital markets of the Latin American continent and its exchanges? And, if so, what form will it take?
2 min read
Tidjane Thiam’s Spac pursues $1.5bn Latin American fintech target
The combined entity would be worth about $1.5bn — much higher than Thiam’s $345m Spac
2 min read
Ashmore profits rise on back of bumper performance fees
Mark Coombs, Ashmore's chief executive, said he was optimistic about future prospects for emerging markets, despite the ongoing Covid pandemic
1 min read
Investors pile record $255bn into stocks as bull market seen raging into 2021
Unprecedented central bank stimulus amid the pandemic, the 'Blue Wave' election of Democrats and low yields are among reasons for why stocks still remain attractive
2 min read
Pandemic drives private equity exodus from emerging markets
Level of dealmaking in emerging markets has nearly halved this year because of the coronavirus pandemic, with few signs of a potential rebound
7 min read
Argentina debt deal illustrates pandemic’s blow to emerging markets
Strains show the divide between countries more reliant on tourism and commodities and those with burgeoning technology industries
4 min read
Investors edging back into emerging markets
Overseas investors put $4.8bn into Chinese stocks last month, while pulling $4.1bn out of other emerging-market equities
Emerging market hedge funds tanked last month — and it may get even worse
India was hit especially hard — with an index tracking hedge fund performance down 35.2% in March alone
Ashmore assets rise towards $100bn
Investors flocked to products focused on emerging market debt at the end of 2019 — particularly that denominated in local currencies, rather than US dollars
Ashmore fund tripled down — then Argentina, Lebanon and Ecuador tripped it up
Near-simultaneous losses from large investments in the countries hit the emerging-markets bond mutual fund
Emerging market funds are trying to sidestep China
The nation dominates the headlines, is the most-cited reason for sleeplessness among corporate executives, and puzzles investors daily
8 min read
Trade war tensions rattle fund managers
Despite much optimism that the US and China will do a deal eventually, some fund managers are beginning to get nervous
3 min read
Barclays hires rival Deutsche Bank’s top man in South Africa
UK lender, which only completed the sale of its African operations last July, looks to the continent once again
2 min read
Investors dig down for deals in Africa
Big private equity firms are on the retreat in Africa but there are plenty of smaller opportunities
7 min read
Emerging markets: Today’s pain could be tomorrow’s gain
With emerging markets' trade woes sending stock markets spiralling around the world, FN's sister publication Barron's sought the views of four influential investors
17 min read
