Global Emerging Markets Weekly: 7 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
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EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections
In this insight, I discuss the strange cases of similarities of the US Presidential election in November 2020 and the South Korean Parliamentary...
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NPS - Greater Emphasis of ESG Based Investing for Korean Stocks & Bonds Starting 2021
It has been reported in the past few days that NPS is likely to put a greater emphasis on ESG (environmental, social, & governance) based...
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