The concept of decoupling worked well until the first signs of recovery from the crisis kicked in, says ING IM’s emerging market strategist Maarten-Jan Bakkum.
US hedge fund provider SkyBridge Capital has struck a strategic partnership with South Korea's Woori Investment & Securities, which adds another Asian leg to its international expansion, that already encompasses Europe.
Brazilian and Russian holdings have been among the biggest negative contributors year-to-date in the Skagen Kon-Tiki portfolio, while Chinese and Korean are among the biggest positive contributors, the manager says in its latest update.
Deutsche Börse has launched a Japanese and Korean language versions of its Market Data & Analytics (MD&A) website, as part of its efforts to enhance access and information for prospective clients in Japan and South Korea.
Esty Dwek, investment strategist at HSBC Private Bank, has picked out Mexico, Turkey and South Korea as high conviction emerging market plays.