Recent Articles from this contributor
There’s beauty in diversity
Emerging Markets shouldn’t be viewed as a single asset class There was a time, back…
EM’s moment: Last year’s headwinds could be this year’s tailwinds
We believe we may be at an inflection point—the moment in time when the perfect alchemy of underlying forces could propel an EM rebound in 2019.
Why EM stocks are a better diversifier than some may think
Correlations with Canada’s equity market are much lower today because of the technological transformation underway in the developing world.
Are Turkey’s woes contagious?
The burgeoning currency crisis in Turkey has investors on edge, but the probability of a more serious contagion remains low based on the country’s relatively minor linkage to global financial markets.
How to build an A-list out of (China) A-shares
Better access to China’s mainland equity exchanges may help diversify an investor’s portfolio, but this must always go hand-in-hand with a thorough analysis of the individual companies being considered.
3 takeaways from year one on the job
AGF’s lead portfolio manager for emerging market equity strategies discusses some of the important decisions made during her first year on the job.
Tempered tantrum: Why emerging markets are better positioned this time around
The current underperformance in emerging markets should prove less painful than the Taper Tantrum of 2013, particularly for investors who shy away from countries with higher current account deficits.
China’s precaution against an economic slowdown
Despite recent trade rhetoric tilted towards de-escalation, the Chinese government has made several moves domestically…
Are EM investors overestimating the potential of a trade war?
Escalating trade tensions between the U.S. and China have investors in emerging markets on edge, but fears of an extended pullback in EM stocks may be overblown.
Trump targets China with new tariffs announced
The Trump administration announced further tariffs on March 22nd, this time targeted specifically at China. President Trump announced the tariffs after blaming China for a significant decline in its manufacturing sector and a loss of American jobs.