Equity

When we first started out in the emerging markets space more than two decades ago, we were in “frontier” territory as we entered markets such as Indonesia, Thailand, Turkey and Brazil that were previously closed to foreign investors.

NEW YORK and LONDON – Europe is staging a comeback in investor portfolios while concerns about the U.S. fiscal cliff have taken center stage, according to the BofA Merrill Lynch Fund Manager Survey for September.

Nomura, Asia’s global investment bank, has launched its Thailand equity research coverage, in cooperation with Capital Nomura Securities (CNS)...

Mega companies are bigger than most countries. Quite a few pharma, food, oil and tech companies reach annual revenues of over $50 bln, exceeding the GDP levels of more than 2/3 of the countries in the world. Unusually, these mega companies have performed better than the broad equity markets in the past 12 months.

Results of the Greenwich Associates 2012 U.K. Investment Management Study reveal that the U.K. institutional investment market should continue to expand over at least the next decade or two, but changing product demand will fundamentally shake up the source of revenues for asset managers.