Active GEM Managers Claw Their Way Back - But Remain Underwater for the Year.
Global EM Active managers staged their 2nd consecutive monthly outperformance versus the MSCI Emerging Markets index in May, erasing most of the...
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EM Energy: Sentiment Depressed. Reliance Industries/Lukoil Bucking the Trend
The fallout from the Oil price wars has sent Energy allocations in GEM active portfolios towards their all-time lows. The average EM fund now...
409 Views
EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
123 Views
USD Geared for Rally in EM/Asia Warns of Equity Cycle Inflection
MXN (USDMXN CURNCY) and Zar (USDZAR CURNCY) bull triangles are maturing to a point where an upside breakout is due that would induce high momentum...
351 Views
Smartkarma Webinar | Asian Markets: Technical Outlook
In tomorrow's Smartkarma Webinar, Thomas Schroeder will provide his technical outlook for Asian markets. The webinar will be held on 15 April 2020...
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