The Russia Resurgence
Russian allocations among EM active funds are at their highest levels in 3-years. The Russian overweight stands at +1.23% above benchmark, the...
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Russian Economy Bucks Global Trend for Growth Slowdown
Unlike some of the major developed economies, Russia has avoided falling into a manufacturing recession as its industry is accumulating...
396 Views
Russia: US Sanctions Are Not The Main Reason for Rouble Rout
An unexpected “hawkish” comment by Fed Chair Powell following the July Fed policy meeting jolted global markets out of complacency. President...
442 Views
Sberbank: Even Trends at Favourites Erode
In a previous insight, https://www.smartkarma.com/insights/sberbank-the-beast-from-the-east, we highlighted the attributes and merits of this...
468 Views
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...
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