Emerging economies

Russia: down but not out

Russia has been revelling in the success of hosting the World Cup, but its latest brush with US sanctions remains fresh on investors’ minds.

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Neil Hermon: my ‘four Ms’ stock checklist

Neil Hermon, manager of Henderson Smaller Companies trust, on the four considerations that shape his portfolio choices

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Vietnam may benefit from the trade war

By Andy Ho

Despite recent market volatility, Vietnam may benefit from the trade war due to an acceleration of manufacturing moving from China to Vietnam.

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Supportive policymakers open up Chinese equity opportunities

While there is little doubt that risks remain, thanks to Chinese government policy the attractiveness of the onshore stock market has increased.

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Four Asia shares for income investors

Since 2009, dividend payouts from Asian companies have grown by 162 per cent – the highest level of growth of any region over the same period.

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We ignore what’s happening in China at our great peril

The US/China trade war is bad news for markets, but China’s faltering consumer and overheated property markets could really raise the pressure.

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Does it matter if fund managers have ‘skin in the game’?

While it's not clear that trusts run by managers with a personal stake achieve better performance, it’s comforting to know your fortunes are aligned.

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Why we remain invested in Turkish bonds

While we anticipate further vulnerability following the re-election of Erdoğan, we maintain a positive view on both hard currency and local currency bond.

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Despite trade war fears, Asia’s markets are still an opportunity

In the reversal of positive sentiment that we have seen lately, opportunities appear to be arising for long-term investors.

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