Fri, Aug 28, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Emerging markets, particularly Latin America, offer opportunities

Friday, March 22, 2013

amb
Tom Elliott
From Komfie Manalo, Opalesque Asia:

In an interview with Sona Blessing on Opalesque Radio, Tom Elliott, a global strategist within the Investment Marketing Team at J.P. Morgan Asset Management and responsible for investment communications through the Guide to the Markets suite of products, identified investment opportunities and the headwinds that could lead to underperformance.

According to Elliott, "The headwinds can come from a number of sources: the euro crisis could flare up again. Cypriot banks are down by about 10 billion euro so that needs to be worked out. As we move towards a banking union and there is more and more nervousness about the implications of that. Are north European tax payers, really going to want to be on the line to bail out every little bank that is badly run in the Eurozone? So the Eurozone could throw up some nasty surprises." He also cautions against a possible political problem in the U.S. where there actually shouldnt be one. Then he cites the Middle East with various conflicts going on there. So he says, "He can see areas of potential shocks."

When asked where within emerging markets and within the U.S. equity space specifically, he has spotted investment opportunities? Elliott answered, "Within emerging markets, Latin America is probably our preferred market at the moment. In that we are looking particularly at consumer stocks.......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Commodities - Commodity hedge funds lose most in three years as rout deepens, Funds bet on Shell deal as oil prices plunge[more]

    Commodity hedge funds lose most in three years as rout deepens From Bloomberg.com: Hedge funds betting on commodities lost the most in almost three years in July as the price-rout deepened. Funds lost money for a third month, according to the Newedge Commodity Trading Index, which was re

  2. Investing - Hedge funds suddenly find real money is back in Argentina's debt, Elon Musk buys more SolarCity stock following hedge fund manager short, BlackRock plans to get into rental-home financing[more]

    Hedge funds suddenly find real money is back in Argentina's debt From Bloomberg.com: The real money is back in Argentina. Before the country’s default in July 2014 (its second in 13 years), most long-term investors abandoned its bond market. As they rushed out, Argentina became a favorit

  3. JTC acquires Kleinwort Benson’s fund administration business[more]

    Bailey McCann, Opalesque New York: JTC has completed the acquisition of Kleinwort Benson’s fund administration business, boosting assets under administration (AuA) to $56 billion. Kleinwort Benson is based in the Channel Islands, South Africa. The transaction, which relates to the whole of K

  4. Performance - Hedge funds set to bank millions by short selling during London share slump, The China market chaos has made this hedge fund its most money in 2 years, Odey hedge fund said to surge 9% betting against China, Hedge funds with long-held bearish views on China rack up profits, Hedge funds in U.S. seen curbing damage from August turbulence, Hedge funds collect on their predictions of a fall, How did managed futures do while the Dow was down 1000[more]

    Hedge funds set to bank millions by short selling during London share slump From TheGuardian.com: Hedge funds are set to bank tens of millions of pounds from the slump in share prices in London, having bet almost £18bn that the FTSE 100 would fall. The funds making the bets include Lansd

  5. Opalesque Exclusive: John C Head IV leaves alternative investment firm Gallery Capital, David Harrison joins as co-CIO[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: John C Head IV, former president and co-founder of Gallery Capital Management, an alternative inv

 

banner