Savvy Investor’s Post

Adding emerging market debt exposure? Look to local bonds. T. Rowe Price. Some investors may be wary of exposure to faltering growth in some emerging market regions but the fundamental strength of emerging market bond sectors is attractive. 🔗 Read the full article on Investment IQ: https://lnkd.in/eyevsqNf #financialadviser #investment #investmentmanagement #finance

Adding emerging market debt exposure? Look to local bonds. T. Rowe Price. Some investors may be wary of exposure to faltering growth in some emerging market regions but the fundamental strength of emerging market bond sectors is attractive. 🔗 Read the full article on Investment IQ: https://lnkd.in/eyevsqNf #financialadviser #investment #investmentmanagement #finance

Excited to share the latest market insights in our Market Commentary - May 2024! Dive into the trends shaping Global Equities, China's Economic Strategies, and the dynamics of Fixed Income Markets. This comprehensive update provides valuable perspectives for navigating today's investment landscape. Click the link below to read more! https://lnkd.in/gkhjSN7g #GlobalEquities #ChinaEconomy #FixedIncome #InvestmentStrategy

Despite the promising macro-economic landscape and currency outlook for emerging markets as we head further into 2024, the stance of investors towards emerging market debt remains light. Several shifts have the potential to act as catalysts for enthusiasm in this asset class, amplifying the need for strategic insight into the fixed income and macroeconomic universes. In the latest episode of LGIM Talks, my colleagues Uday Patnaik and Erik Lueth enlighten listeners on this and also share insights on much more, including the EM default cycle (ex-China) and the upcoming elections in Asia and Latin America. I encourage you to listen here: https://lnkd.in/eRzcT_kM For professional investors only. Capital at risk. #FixedIncome #EmergingMarkets

In April 2024, Emerging Markets outperformed Developed Markets for the second time this year, driven by China's strong performance. Chinese equity markets surged with better-than-expected economic data. China's GDP grew by 5.3% year-on-year, surpassing forecasts of 5.0%, aided by Beijing's support measures and Lunar New Year spending. The Caixin China General Manufacturing PMI rose to 51.4 in April from 51.1, exceeding estimates and marking the highest new orders and foreign sales growth in over three years. Read more: https://lnkd.in/dRtc-zPh #GlacierBySanlam #EconomicReport

Quarter three market commentary from Parity Investment Partners #investments #wealth #globalmarkets #wealthmanagememt #globaltrends

As the economy undergoes major structural changes in 2024, both institutional and individual investors may face significant impacts. After a turbulent year of high inflation and rising interest rates in 2023, What can investors expect from this year? Here is our brief analysis of investment trends in 2023 and what to look out for in the new year. We would love to hear your thoughts in the comments. #Investment #SavingAndInvestment #Trade #Commodities #CommoditiesMarket #africaexchange #AFEX #alternativeinvestments #investmentrends #2024outlook

Further along in their economic cycles, emerging markets are generally in an enviable position relative to developed markets.   Watch our full 2024 EM outlook where Grant Webster, CFA, Victoria Harling and Varun Laijawalla discuss the macro environment, what to keep an eye on in EM equities and opportunities in fixed income. 🔗 https://nty.one/3GkZsj1 #91Outlook24 #emergingmarkets #EMD #emergingmarketdebt #EMequities #marketoutlook #investing #investment For professional investors. Investment involves risk; losses may be made.

Understanding Cross-Border Capital Flows: A Critical Aspect of Global Markets Cross-border capital flows are one of the most important concepts for anyone involved in global markets today. Understanding how capital moves across borders is essential, as these flows directly impact market stability, economic growth, and investment opportunities. In times of excessive outflows, markets can face severe disruptions, liquidity dries up, and the broader economy may even take a hit. This topic is particularly relevant now, especially given the current scenario where FIIs (Foreign Institutional Investors) have been selling off heavily, as mentioned in my recent post (https://lnkd.in/dSapjfam). If someone is navigating global markets or investing in any capacity, understanding capital flows will gives them the edge to anticipate market trends and respond effectively. I want to extend my gratitude to Sujata Kundu for her outstanding research on this subject, which formed the basis of this post. Her in-depth analysis provides valuable insights into how these capital flows operate and the consequences of both inflows and outflows. Follow Ronak Meharia for more interesting posts. Thank you for your time and support. #CrossBorderCapitalFlows #GlobalMarkets #FIIs #DIIs #MarketStability #InvestmentStrategies #FinancialMarkets #Liquidity #CapitalMovement #Economy #ResearchPaper #StockMarket #IndianMarkets #Economics #FinancialAnalysis #MarketTrends #GlobalInvestment

Bonds on the move: Emerging Markets, US Election and EM rate cycle. For professional investors only. In the time it takes Head of Emerging Markets Debt, Claudia Calich, to walk to the station, she explains why the US election is so important for the asset class, where next for the emerging markets rate cycle and where she sees investment opportunities in 2025. Find out more on Fixed Income: https://lnkd.in/exF86NXM