emergingmarket
Meanwhile, the Greater China market continues to face some challenges, given the soft economic data in April and May. While we view that the country’s economic recovery remains intact longer-term, it requires some policy support to regain momentum. China/Greater China EquitiesThe market now expects the Fed to pause its rate hikes in the June FOMC meeting due to the rising unemployment rate and moderating average hourly earnings in the US. Investor sentiment toward the US equities market was also boosted by Nvidia (NASDAQ:NVDA)’s “overwhelming” guidance, increasing investor confidence in the de...
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Opportunities Ex-China And IndiaHowever, the set of opportunities that we are finding outside China remain appealing. Following a recent trip to the country, we wrote last month about what we are finding attractive in India and thought it would be timely to follow this up with a brief insight into the other 30% of our portfolio that also lies outside China. Q2 2022 hedge fund letters, conferences and more Mexico did not adopt the same level of lockdown that we witnessed in many other countries, however, the economy did still suffer due to less trade with the US and less tourism to the country....
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A commentary from Mark Martyrossian, Director at Aubrey Capital Management, on Shanghai and what the re-opening of the City post covid could mean for emerging market investors. Shanghai’s Re-OpeningThe official line today from Shanghai is that the City aims to reopen more broadly and allow “normal life” to resume from 1st June. There have been other announcements declaring the City’s epidemic under control whilst reiterating that the objective of preventing a rebound in infections outside quarantine areas remains paramount so that some restrictions will remain in place. Q1 2022 hedge fund lett...
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As performance trends come and go, investors may wonder whether they should adjust their portfolios accordingly. When prices drop, should they buy the dip in anticipation of prices going back up? Conversely, when prices rise, should they buy the rise in case the climb continues? Q3 2021 hedge fund letters, conferences and more In this Markets in a Minute from New York Life Investments, we compare these scenarios with following a financial plan to see which one has delivered better returns. A Tale Of Three PortfoliosTo evaluate these strategies, we compared the historical performance of three h...
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Why Invest in Infrastructure?Infrastructure investing is a unique asset class that has recently gained cachet as investors search for long term stable returns that provide inflation protection. Over the last two to three years, the overall growth of private infrastructure investing has grown tremendously; more than $1.7 trillion has been invested in infrastructure assets globally. Fundraising of infrastructure funds has raised more than $200 billion since 2006. Q1 2021 hedge fund letters, conferences and more What are infrastructure assets? Core infrastructure assets typically consist of roads...
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