Back To Fundamentals In Em Asia

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).  

By March 13, 2018 04:12


Featured Events & Webinars

  1. Eurizon AM – Webinar – RMB Bonds

    June 9 @ 15:00 - 15:30
  2. Eurizon AM – Webinar – Green Bonds

    June 18 @ 10:00 - 10:45


Check out our events calendar, with a lot of interesting #webinars! #research #HomeOffice

Deze 2 boeken gaan over de trend van #asset naar #access, ofwel #Subscriptioneconomy. En welke #aandelen en sectoren zijn dan het meest kansrijk?

Dinsdag 9 juni het #webinar: "Subscription Economy: the road to resiliency post-Covid-19" met @NatixisIM ->

Today we are used to seeing #subscriptions popping up on our bank statements. Only a few years ago, the statement would list only telephone and television subscriptions, but now... Join our webinar on #subscriptioneconomy - June 9th -

Volgende week dinsdag 9 juni om 11:00 bespreken we "#Subscription Economy", samen met Nolan Hoffmeyer, CFA, (Partner, Senior Portfolio Manager) Thematics Asset Management.
Meld je aan via:

Check out our events calendar, with a lot of interesting #webinars! #research #HomeOffice

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March 2018