Chinese stocks, emerging market debt see large inflows in February, says IIF
Foreigners added nearly $16 billion to their emerging market portfolios in February, with investors loading up on Chinese ...
There Are Trends in Trump’s Trade Policy. What Investors Can Learn.
President Trump’s trade policies confuse many economists. One thing is certain: He wants to make more stuff here.
moneycontrol.com23 天
Weak currency is a good thing for the country: Arjun Divecha, Emerging Markets Head, GMO
A "weak currency" further acts as a favourable element, believes Arjun Divecha, Head of Emerging Markets for GMO (Grantham, Mayo, Van Otterloo & Co), the Boston-based investing firm. How?
moneycontrol.com20 天
China is a good cyclical market to play; India still most expensive relative to other EMs
Arjun Divecha, Partner and Head of Emerging Markets at Boston-based investment firm GMO, is in the middle of roadshows across North America for his newly launched fund, 'Beyond China'. The fund ...
MoneyWeek6 年
Russian stocks are cheap for a reason
"You make more money when things go from truly awful to merely bad," says Arjun Divecha of asset management group GMO, "than when they go from good to great." So value investors should be eyeing ...