Alpha Opportunities in Emerging Markets
MetLife Investment Management
August 16, 2023
Falling Rate Expectations Push Investors to Take on Credit Risk
Declines in sovereign yields have cost investors more than $500 billion in income over the past five years and are pushing them to wade deeper into emerging market debt.
October 3, 2016
Oil Woes, Inflation and Devaluation Hit Nigeria’s Economy
Amid a deepening recession, the Buhari government plans to tap the Eurobond market for $1 billion to fill a yawning budget gap.
September 30, 2016
Daily Agenda: Oil Slumps Ahead of OPEC Meeting
Clinton, Trump neck and neck before debate; Moody’s lowers Turkish debt to junk; Wenner sells 49 percent of Rolling Stone.
September 26, 2016
Selectivity Key as Emerging-Markets Bonds Rally
Despite a recent slump, fundamentals seem to be pointing toward a brighter outlook. The risk: The easy money has been made.
September 21, 2016
Two Months After Coup Attempt, Turkey Regains Footing
The country’s economic fundamentals have not been affected by the thwarted military putsch in mid-July.
September 20, 2016
India Gets Its Tax Act Together
Investors welcome the government’s new Goods and Services Tax, believing it will boost growth and investment.
September 15, 2016
5 Key Investment Themes: Finding Focus in the Volatility
For the near term, at least, prevailing market conditions aren’t likely to veer strongly from their current trajectory. In such conditions, go idiosyncratic.
Henry H McVey
September 15, 2016
The 2016 Asia 100: Eyes on China and South Korea
Fund managers are looking to mainland China’s economy for direction after sharp declines on major stock exchanges have hit the industry.
Allen T Cheng
September 12, 2016
How Investors Helped Myanmar Telecoms
When going into a completely greenfield market, flexibility, patience and due diligence will go a long way toward ensuring projects’ staying power.
September 8, 2016