Election Alpha.

• 举报此文章

Ted Smith

Ted Smith

Principal, Ashmore Investment Management

发布日期: 2017年12月11日

+ 关注

2018 is an important election year for a small number of EM countries, including Brazil, Mexico and Russia.  Elections typically present alpha generation opportunities for active managers.  Read our research for more.

要查看或添加评论，请登录

Ted Smith的更多文章

• Zuma's last days?

  2018年1月22日

  Zuma's last days?

  The likelihood that Jacob Zuma, South Africa’s president, will leave office prematurely has increased materially in…

  2
• Trump tax cut to have limited effect on US economy.

  2018年1月9日

  Trump tax cut to have limited effect on US economy.

  The Trump tax cut will give a one-off boost to US stocks, but the impact on the economy will be minimal for four…

  3
• 2017 was a record year for Emerging Markets; Why 2018 could be strong as well

  2018年1月2日

  2017 was a record year for Emerging Markets; Why 2018 could be strong as well

  2017 was the best performing year for Emerging Markets equity since 2009, both in absolute and relative terms. The MSCI…

  20
• A Wild & Crazy Guide to Emerging Markets

  2017年12月29日

  A Wild & Crazy Guide to Emerging Markets

  BRIC expert Ken Rapoza of Forbes.com, just penned a great profile of Ashmore's Head of Research, Jan Dehn.

  10
• EM central banks will lead rate-hiking ... and that's good news for EM currencies.

  2017年12月4日

  EM central banks will lead rate-hiking ... and that's good news for EM currencies.

  In the coming years we expect EM central banks, not their counterparts in developed economies, to lead the global rate…

  5
• Emerging Markets outperform despite media bias.

  2017年11月27日

  Emerging Markets outperform despite media bias.

  Despite the negative headlines, EM is now closing in on a second consecutive year of very solid returns, including…

  14

  2 条评论
• Venezuela manages to pay and default nonetheless.

  2017年11月20日

  Venezuela manages to pay and default nonetheless.

  Reports of the death of Venezuelan bonds may prove premature. Last week officials repeatedly stated that all due…

  3
• A big bang in China!

  2017年11月13日

  A big bang in China!

  China is scrapping rules that have barred foreign banks from taking majority stakes in Chinese financial institutions…

  7
• Venezuela absolutely committed to ... Restructure? Refinance? Renegotiate?

  2017年11月6日

  Venezuela absolutely committed to ... Restructure? Refinance? Renegotiate?

  Maduro’s announcement last week that he is seeking a restructuring does not necessarily signal an intention to default.…

  3
• Frontier Markets (i.e., the ones you don’t own)

  2017年7月6日

  Frontier Markets (i.e., the ones you don’t own)

  Despite their relatively small size and underdeveloped status, Frontier Markets represent one of the most attractive…

  11

Show more

See all articles