All Emerging Market articles – Page 18
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White papersDraghi Takes First Shot at Reforming Italy
After getting the vaccination program up to speed and reshaping the country’s recovery plan, Prime Minister Mario Draghi is now focusing on the hard part of the job: actually reforming Italy.
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White papersChina – Economically inspiring
While financial markets are wondering when and how the US Federal Reserve and the ECB will turn to monetary tightening, we expect the People’s Bank of China to move to monetary expansion soon. That should give Chinese equities and bonds wings.
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White papersEmerging Asian equities expected to perform best over the next five years
We expect emerging Asian equities to deliver among the best returns in global stock markets over the next half decade, especially in dollar terms (10.8 per cent per year on average, or double the global market). We calculate that their outperformance – which stems mainly from superior earnings growth and currency appreciation – could amount to 35 per cent on a cumulative basis over the US in that timeframe.
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White papers5 investment lessons from the pandemic era
As an investor with more than three decades of experience, the past 16 months stand out in my career as both intensely painful and incredibly instructive. On or about March 23, 2020, the Standard & Poor’s 500 Composite Index and MSCI All Country World Index hit bottom, establishing the fastest bear market in history as the COVID-19 pandemic spread across the globe.
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White papersAhead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
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White papers4 things global financial cycles are telling us
As much of the global economy climbs out of the pandemic-induced downturn, investors are scrutinising every new economic data point for clues to the outlook for growth and inflation. I think they should also take the 30,000-foot view afforded by financial cycles, which can offer a long-term perspective on the trajectory of an economy.
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White papersEuropean equities: look for the winners to play the reflation trade, value revenge, and ESG disruption
While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.
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White papersGlobal Equities: Introducing our Sustainability Assessment Framework
As the sustainability landscape continues to evolve so too does the innovative approaches and tools of the Federated Hermes Global Equities team.
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White papersEarnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
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White papersMarket Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios. In our central scenario, the policy mix and improving fundamentals support the recovery and markets.
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White papersEM monetary policies normalisation as the low tide is getting higher
The monetary policy conditions in the emerging markets are still definitely dovish. Domestic factors as Inflation and, in certain cases, strong economic rebound are driving the EM Central Banks to normalise their monetary policy course. Tighter global financial conditions should trigger a faster and more generalised normalisation.
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White papersChina’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
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White papersChina Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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VideoIs Asia the next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
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White papersEurope Readies to Open its Wallet
The EU recovery fund’s spending plans were approved. Meanwhile, Markit PMIs were robust, particularly in the U.S. and Europe. U.S. housing data eased while demand remains strong. In Asia, exports are set to normalize, and we expect external demand to maintain its strength.
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White papersThree Factors Shaping the Opportunity in Asian Equities
Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.
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White papersGlobal Investment Views - July 2021
The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy.
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White papers*Spotting the mega trends and the potential winners*
A number of mega trends are set to shape our world as it emerges from the pandemic, including disruptive forces that were already in place before Covid. For investors, this is a time to pay close attention: Uncertainty creates opportunities and to capitalise on disruption, you must be able to identify the long-term beneficiaries.
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White papersIs diversification over?
Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments.
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WebinarWebinar: The future of the financial sector: the analyst view
Join our webinar dedicated to the financial sector that will be held on Wednesday 7 July 2021.
