Caution prevails
As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.
As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.
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Mainstream Online Web Portal
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Economic brutality: Argentina and Brazil
A strong USD is but one of many challenges for Argentinians and Brazilians, highlighting once again the need to be selective at the country level.
A strong USD is but one of many challenges for Argentinians and Brazilians, highlighting once again the need to be selective at the country level.
USD and oil: EM quarterly video update
In this latest video, James Syme discusses the challenges facing some countries and the brighter prospects for others amid a strengthening US dollar and tough trade talk.
In this latest video, James Syme discusses the challenges facing some countries and the brighter prospects for others amid a strengthening US dollar and tough trade talk.
Fund Manager commentaries – August 2018
Fund Manager commentary for the month ended 31 August 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Fund Manager commentary for the month ended 31 August 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Donald Trump is fighting fire with fire
Vimal Gor peels back a few layers of the global trade playbook to provide some context to the seemingly treacherous path of US-China trade relations.
Vimal Gor peels back a few layers of the global trade playbook to provide some context to the seemingly treacherous path of US-China trade relations.
Fund Manager Commentaries – July 2018
Fund Manager commentary for the month ended 31 July 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Fund Manager commentary for the month ended 31 July 2018 covering market reviews, Pendal fund performance and our outlook for the period ahead.
Resilience matters: 2 Minute Noodles spring back
Samir Mehta lifts the lid on Nestle India's challenges with its iconic Maggi brand - and his own challenges with lofty valuations.
Samir Mehta lifts the lid on Nestle India’s challenges with its iconic Maggi brand – and his own challenges with lofty valuations.
Case studies: the role of currency in valuing EMs
Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.
Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.
Sell the headlines, buy the story
How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.
How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.
Asian equities: repair and recover
Several factors, including a change in liquidity, may have contributed to the sell-off in some Asian EM equity markets.
Several factors, including a change in liquidity, may have contributed to the sell-off in some Asian EM equity markets.