Emerging markets debt will offer investors compelling buying opportunities when US interest rates start to normalize, according to Greg Saichin, CIO Emerging Market Debt at Allianz Global Investors, the EUR 387 billion asset manager.
During a recent visit to Canada, for the annual UN PRI signatory conference, I took the opportunity together with a few other investors to visit the oil sands operations in the Alberta region. What I heard and saw there made me realise that the Canadian oil sands industry needs stronger regulations...
Headlines in Europe are again focused on weak economic growth but there remain many companies well placed to deliver. Analysis of Nick Sheridan, Fund manager Henderson Horizon Euroland.
Abracadabra! – here come emerging-market brands. Now that Alibaba has proved it can be done, expect to see more. Here's a look at five possibles.
A stable government, a can-do prime minister and a recovering economy may prove to be the best recipe yet for Indian stocks, according to Avinash Vazirani, manager of the Jupiter India Select SICAV fund. Add in a falling oil price, says Avinash, and Indian firms might just be looking at a “Goldilocks moment” for the country's growth prospects – not too hot, not too cold, just right.