emerging markets – The Inside Adviser

Why APAC requires a holistic approach: Franklin Templeton

August 18, 2025 by Ferdinand Cheuk

The Asia-Pacific region looks even more attractive to global equity investors in the era of Trump 2.0 that is being defined by policy uncertainties, supply-chain disruptions and multi-polar geopolitics, writes Franklin Templeton’s Ferdinand Cheuk.

Approaching emerging markets: A regional Asia focus, or a broader reach?

August 7, 2025 by Nick Hatzis

Emerging markets remain one of the most inefficient and diverse segments of global equities.

Starting with trade, several forces may reshape investment opportunities

June 12, 2025 by Michael Arno

Markets celebrated Trump’s November victory, anticipating a surge in mergers and acquisitions (M&A) activity, deregulation, lower taxes, and pro-business policies. What they have seen has not followed the expected script, but there are potential opportunities emerging.

No slowing down for the Indiana Jones of Emerging Markets

October 12, 2023 by James Dunn

The emerging markets pioneer turned a $100 million fund into a $60 billion behemoth over 30 years. And even now, well past 80, Mark Mobius still spends 250 days of the year on the road researching companies.

Sustainable investing in emerging markets: INDepth with John Green from Ninety One

October 10, 2022 by The Inside Adviser

John Green from Ninety One goes in-depth with Peter White from The Inside Network on "Sustainable investing in emerging markets".

Advisers take a fresh look at emerging markets

July 1, 2021 by Greg Bright

A confluence of largely unrelated trends is prompting advisers to rethink their former reticence about emerging markets for all but their better-heeled clients. They are taking a whole-world approach. According...

Lessons from over a decade investing in Asia

May 27, 2021 by Staff Writer

"It's like drinking from a firehose." That's the way Qiao Ma describes the experience of meeting with some of China's, and Asia's for that matter, emerging group of company leaders....

Will Taiwan tension derail emerging market allocations?

May 6, 2021 by Ishan Dan

As investors start to look past the pandemic, the economic cost and scarring from Covid-19 has been significant. The International Monetary Fund (IMF) says "unlike the 2008 crisis, emerging markets...

Has Tencent beaten Facebook at their own game?

May 6, 2021 by Drew Meredith

Emerging markets, including China and India, have been among the most popular destinations for investors in recent months, with many attracted to their diversification benefits. There remains a common misconception...

ASX gains 0.4% as inflation data undershoots

April 28, 2021 by The Inside Adviser

Markets rally on weak inflation data, Link deal pulled, JB Hi-Fi CEO stepping down The ASX200 (ASX:XJO) managed to deliver another 0.4% gain with the materials sector the only detractor falling 1.0%....

Inflation still the ‘wild card’ according to Eaton Vance

April 19, 2021 by Staff Writer

After a quick scare in February, which delivered the worst month on record for Australian bond markets and a rare loss for the 'low-risk' asset class, markets have quickly normalised....

Australian sharemarket pulls back

April 13, 2021 by The Inside Adviser

Markets weaken, Webjet raises $250m, lithium jumps as production ramps up The ASX200 (ASX:XJO) fell 0.3% to begin the week, struggling to overcome a weak overseas lead with a lack of material...

ASX rose to six-week high ahead of Easter break

April 4, 2021 by The Inside Adviser

Second quarter off to strong start, AMP's CEO departs, Boral announces buyback The ASX200 (ASX:XJO) finished the week and commenced the new quarter on a strong note, finishing 0.5% higher with both...

ASX rises as Suez Canal ship to be stuck for weeks

March 28, 2021 by The Inside Adviser

ASX up 1.7% for the week, all action at the CEO-level of AMP and TPG, battery stocks on the charge The ASX200 (ASX:XJO) finished the day 0.5% higher, with every sector but...

Proactive investing key in emerging markets says Eaton Vance

March 22, 2021 by Staff Writer

Emerging markets have been among the most popular targets for allocations from financial advisers in recent months. Whether it is the strength of the economic recovery in Asia, or the...

ASX trades down despite positive jobs figures

March 18, 2021 by The Inside Adviser

ASX continues to weaken, unemployment surprises, NZ nearing second recession The ASX200 (ASX:XJO) finished another 0.7% lower on Thursday, with every sector but miners and retailers falling. Amongst the biggest detractors were...

Where should investors turn in the era of bubbles?

March 11, 2021 by Giselle Roux

While nearly all the fussing on equity valuation and bubbles is centred on the US, Europe, Japan and the emerging markets (EMs) have provided decent returns year-to-date, after a prolonged...

ASX rises as GDP smashes expectations

March 3, 2021 by The Inside Adviser

GDP smashes expectations, ASX rises, economic activity expands The ASX200 (ASX:XJO) continued its winning ways gaining 0.8% on Wednesday following the release of Australian economic growth results this morning. GDP growth for...

Global markets drop, ASX200 down most in five months

February 28, 2021 by The Inside Adviser

Global markets drop, ASX200 down most in five months, Orica (ASX:ORI) and Afterpay (ASX:APT) smashed The ASX200 (ASX:XJO) fell 2.4% on Friday, the worst daily fall in five months, taking the weekly...

ASX to open higher on US policy

February 24, 2021 by The Inside Adviser

ASX to open higher on US policy, mining sell off, Woolworths (ASX:WOW) drinks demerging, Platinum (ASX:PTM) delivers performance fee The ASX200 struggled to keep up with the positive US lead, falling 0.9%...