Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019. Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
467 Views
China and Russia; an Axis of Authoritarianism
Many foreign policy experts still underestimate the significance of Putin’s pivot to ChinaThe most significant development in Russia’s foreign...
542 Views
Risk of Future LNG Supply Glut as Bubble of New Projects Grows
The rapidly improving outlook in the LNG industry over the last few years, reinforced towards the end of 2017 by the unexpected growth of demand...
677 Views
Uzbekistan Is a Promising Latecomer, but Investors Need to Watch Out and Stay on Top of Data
Last week, Uzbekistan placed a debut Eurobond, which attracted high interest from investors. Following a change of leadership in 2016, the country...
565 Views
Hyundai Motor Co - Entering an Ownership Abyss
Holdings in Hyundai Motor Co (005380 KS) by global emerging market funds have hit an all-time low. Once a mainstay investment for over 50% of the...
431 Views