EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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GEM Banks 1Q21 Screens
Our GEM bank picks are derived from value and growth, plus balance sheet, metrics; we highlight Banco do Brasil, Banorte, Credicorp, PSBC, CCB,...
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Global Emerging Markets Weekly: 18 June 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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Credicorp (BAP US): Prospects Hinge on the Composition of the Castillo Administration
Credicorp's prospects depend partly on the "colour" of the Castillo government and his choice of economic adviser is a positive pick; there are...
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Credicorp (BAP US); Hanging on a Binary Election Outcome
Peru's presidential election, set for 6th June, will provide a binary outcome with clear market implications. Far-left candidate Castillo's lead is...
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