Tue, Sep 2, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Despite reported headwinds, many still bullish on emerging markets

Thursday, January 16, 2014

Bailey McCann, Opalesque New York:

Clouds have gathered on the horizon for emerging markets. Throughout 2013, the forecast for emerging markets was pretty positive - they are projected to account for nearly half of global growth as the world's economies continue muddling through. But that growth isn't guaranteed, and investors aren't totally on board. Still, for one hedge fund involved both emerging and frontier markets, opportunity still exists despite the risk.

Business Monitor, a global research firm released a report today that noted that there are near-term crisis risks in some emerging market (EM) countries, but EM in general is arguably better insulated now to crisis than in previous decades, and the report's focus is more on the long-term structural and institutional problems faced by policymakers rather than an economic collapse in 2014.

This sentiment is generally echoed by recent IMF research that said if there is a rapid unwinding of accommodative programs like the Fed's asset purchases, capital flow risk exists for emerging markets. The report shows that most of the damage would be the result of issues in developed economies instead of political or economic risks inside emerging markets. For investors like......................

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. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the study

  2. Comment – Why you should avoid the hottest hedge fund hands, Swedroe attacks Hussman over risk management, relative value strategy[more]

    Why you should avoid the hottest hedge fund hands FromCNBC/Yahoo.com: Investors who don't have money with Pershing Square Capital Management are likely salivating at the hedge fund's industry-leading 26 percent return from January through July. But investing with Bill Ackman and other to

  3. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest

  4. Ex-UBS prop trader's hedge fund Manikay Partners eyes UK launch[more]

    From eFinancialnews.com: Manikay Partners, a $1.7 billion US multi-strategy hedge fund set up in 2008 by a proprietary trader from UBS with backing from Goldman Sachs, is planning to open in the UK. New York-based Manikay's move into Europe comes after Financial News revealed on Monday that Aurelius

  5. Big hedge funds tighten grip amid consolidation[more]

    From Asianinvestor.net: The hedge fund industry consolidated last year with the number of funds falling by around a tenth from 2012 but assets under management rising $248.8 billion to $2.6 trillion, finds a new report from research firm eVestment. Firms with more than $1 billion in hedge fund A