Back To Fundamentals In Em Asia

Lyxor
By March 13, 2018 04:12

Back To Fundamentals In Em Asia

The Weekly Brief

There is still a long way before geopolitical risk in the Korean peninsula eases materially. In the past, previous initiatives to de-nuclearize North Korea back in the 1990’s failed to succeed. However, the announcement that Donald Trump has agreed to a meeting with the North Korean leader is unprecedented. We are not geopolitical experts and are unable to predict whether this initiative will succeed or no, but, from an investing perspective, the balance of risks is shifting positively and as such, this has important implications on EM Asian assets. A recent report published by the Federal Reserve uses quantitative methods to conclude that the link between geopolitical risk and both portfolio inflows to EM and stock returns is statistically significant (Measuring Geopolitical Risk, February 2018).  

Lyxor
By March 13, 2018 04:12

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Join the presentations of Geoffrey Lebeau @NordeaAM, Andrew Harvie @CTinvest_EMEA and Luc Simoncini @kamescapital @aegonam on #longtermequities @AlphaResearchNL seminar tomorrow in NL https://t.co/n3kW4H3n5L and on Wednesday in BE https://t.co/PqeYInza5g

Op 21 mei is het 'Long-term Equities' seminar van Alpha Research. Een van de thema's is: 'New leaders'. Hier zal Luc Simoncini van Aegon Asset Management over spreken. Meld je hier aan: https://t.co/LhX3FIk1jl

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