An overview of emerging equity including valuations, correlations with other asset classes, risks, investment vehicles, and benchmarks. Exhibits cover market capitalization, comparative valuations among emerging countries, and performance data on representative emerging equity managers.
What are analysts saying about China’s new foreign exchange-rate regime?
While emerging markets have struggled in 2004, the risk-reward trade-off for the asset class remains quite favorable.
Emerging markets equity indices could undergo a radical facelift if FTSE and MSCI follow through with plans to boost exposure to Korea and/or Taiwan.
While the current party may end badly, their long-term prospects still look good.
Despite their huge run-up, emerging markets equities still look good.
This overview outlines the incentives and impediments to Indian private equity investing, and examines potential investments by stage and industry with particular emphasis on finance, telecom, and software services. Exhibits cover annual growth of the Indian private equity market, M&A and IPO activity, and recent Indian private equity investments, including company, industry, and disclosed cost….
Although China boasts vast investment potential, all but the most intrepid and well-informed investors should either focus on indirect investment or simply study the economy and markets to prepare for possible investment in the future.
This report examines the political, social, and economic backdrops for venture capital investing in China, assessing both impediments to investment and keys to success. Exhibits cover private equity investment (annual, new, and by stage); initial public offerings; mergers & acquisitions; and contact information for venture capital funds active in China.
Currency and regional/country bets were the key investment calls for emerging markets equities in the year through November.