Rouble Plunges Again Despite Efforts to Contain the Rout. What Is Required to Contain EM Sell-Off?
Russian PM Medvedev is no PresidentĀ Erdogan and has not previously sought to influence central bank policy. Nevertheless, on Thursday 6 September,...
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Philippines:Ā Drifting in to Oblivion
Allocations in Philippines stocks hit their lowest level since 2011 as Global EM Managers scale back exposures.ā¢ The average Philippines allocation...
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EM Investors Reduce China Underweight - Take Out the B.A.Ts and They Are Overweight!
EM Investors Reduce China UnderweightGlobal EM Investors are closing their underweight positions in China.Ā Analysis of 180 Global EM Equity Funds...
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EMs: Where Are the Contagion Risks from Argentina?
Argentina has turned to the IMF for a standby loan, which should at least temporarily calm nervous holders of the Argentine Peso. With a current...
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Emerging Market Equity Funds - Separating the Truly Active From the Closet Trackers.
In this report, we challenge the idea that all GEM funds should be measured and compared on an equal footing. We put a framework around the idea of...
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