His global portfolios are 50%+ in the US. The US and global valuations look OK in view of the low rates. The emerging - markets have lost their attraction as a fast-growing and cheap asset class. Pg 38: In a rising rate environment, dividend-growth
don’t have such pretenses, so BABA will soon be in Russell EM and KraneShares EM [ KWEB ] indexes. Pg M7, Emerging Markets : Mexican dairy producer/distributor Grupo Lala [LALAB.me; P/E 21] is attractive. It may expand into ice
opposite end of the spectrum, where the income really isn't the priority, but let's say you're interested in emerging - markets exposure. This isn't where you want to go for nice, steady, reliable income. You've got currency risk
funds, how to best invest in fixed income using ETFs, where it may pay to hire an active manager, and how to tap emerging markets . Keynote speakers will include Nobel laureate Eugene Fama and BlackRock's Russ Koesterich. For those who can't
proposal. News out of China continued to disappoint, with real estate data looking soft yet again. That forced emerging markets overall down about half a percent on the week. That news didn't help commodities, either, which were down close
professional and business services and health care. Emerging Markets Commercial and business services also topped the growth ranking in August among global emerging markets , while health care services came in at number
LONDON, Sept 19 (Reuters) - Emerging markets veteran John-Paul Smith, known for predicting Russia's 1998 crisis, plans to highlight the sector's corporate governance problems in his latest venture as an independent consultant.
(The following statement was released by the rating agency) HONG KONG/SINGAPORE, September 19 (Fitch) Emerging markets with large external funding requirements, high leverage and relatively greater...
Are there any good CEFs on this sector? Gundlach keeps saying that he is bullish on dollar-denominated corporate emerging - markets debt Link
Soon,they may have access to Oaktree funds. "The Los Angeles-based firm filed today with the U.S. Securities and Exchange Commission to sell shares in the Oaktree High Yield Bond Fund and the Oaktree Emerging Markets Equity Fund."