Thu, Aug 24, 2017
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 shouldn�t 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. Opalesque Exclusive: Altegris and Artivest partner on distribution for alternative funds suite[more]

    Bailey McCann, Opalesque New York: California-based investment firm Altegris has partnered with New York-based alternative investments platform Artivest on distribution for $1 billion in alternative funds. The partnership also launches Artivest's capabilities to offer alternative solutions to acc

  2. Investing - Buffett's Berkshire Hathaway will not increase its Oncor offer, Travel-tilting hedge funds are investing in airlines and online travel agencies[more]

    Buffett's Berkshire Hathaway will not increase its Oncor offer From Reuters.com: The energy unit of Warren Buffett's Berkshire Hathaway Inc said on Wednesday it will "stand firm" on its $9 billion offer to acquire 80 percent of Oncor Electric Delivery Company LLC and will not increase it

  3. Investing - David Tepper sells airline stocks, except Delta[more]

    From Forbes.com: Head of successful hedge fund Appaloosa Management, David Tepper shied away from airlines in the second quarter after upping his bets in the first three months of the year, according to his portfolio filing released this week. Tepper sold all of his position in United Continen

  4. Opalesque Exclusive: Update: Emerging long-biased hedge fund expands coverage[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Left Brain Capital Management, which manages Left Brain Capital Appreciation Fund

  5. Investing - Silchester International Investors buys 5% stake in bookie William Hill, Hedge funds split over Microsoft, Top hedge funds are bullish on these 3 mega-cap stocks, Hedge funds betting demise in small-cap stocks will get worse[more]

    Silchester International Investors buys 5% stake in bookie William Hill From Thisismoney.co.uk: A leading investment fund has put its cash behind under-pressure William Hill. Mayfair-based Silchester International Investors has bought 5 per cent of the bookmaker's stock - which has almos