Fund Radar: Taiwan, India offset Mexico in emerging markets
Emerging markets excelled in the second quarter, driven by Taiwanese and Indian equities, despite Mexican setbacks. Ronald van Genderen concludes this edition of the Morningstar Fund Radar with insights on promising strategies like Robeco QI Emerging Conservative Equities.
China offers opportunities; manageable risks
Last quarter, the Shanghai A-share Index did 11 per cent better than the S&P 500 and 15 per cent better than the MSCI Emerging Markets Index. Still, sentiment on China is gloomy. The negativity is fuelled by large amounts of bad news.
Gave sees silver lining around dark clouds over Ukraine
In the first quarter, investors sold off their Chinese shares en masse. Foreign investors who had burned their money in Russia were afraid that a similar scenario would unfold in China, potentially leaving them with stranded assets. But there is a silver lining here, Louis-Vincent Gave, co-founder and director of research company GaveKal, told Investment Officer. “A Taiwan invasion is less likely now than it was a few months ago.”