Trade Armistice Is a Green Flag to Risk Assets; Trump Wins, China Loses
Since the US will keep tariffs unchanged on half its imports from China (similar to tariffs that prevailed in Sept-Nov 2019, when US imports from...
387 Views
Ashmore Group - Emerging Market Flows Remain Robust
Strong Emerging Market Performance:Ashmore Group (Ashmore) [ASHM.LN] has delivered another strong quarter of net inflows while the outlook for...
268 Views
Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
452 Views
EEM Tactical Peak Zone
iShares MSCI Emerging Markets (EEM US) is seeing a tactical topping process near macro resistance at 45 while allowing for a bit of noise above...
366 Views
India: Costly Overweight Tests Investor Resolve
India dethroned as top GEM country overweight. Indian overweight dragged on Active fund performance in 2019 EM Value funds at record underweight,...
403 Views