from Global Investing:

It’s not end of the world at the Fragile Five

February 5, 2014

Despite all the doom and gloom surrounding capital-hungry Fragile Five countries, real money managers have not abandoned the ship at all.

from Global Investing:

Venezuelan bonds — storing up problems

November 14, 2013

Last week's victory for Miss Venezuela in a global beauty pageant was a rare bit of good news for the South American country. With a black market currency exchange rate that is 10 times the official level, shortages of staples, inflation over 50 percent and political turmoil, Venezuela certainly won't win any investment pageants.

from Global Investing:

Trading the new normal in India

May 1, 2012

After a ghastly 2011, Indian stock markets have't done too badly this year despite the almost constant stream of bad news from India. They are up 12 percent, slightly outperforming other emerging markets, thanks to  fairly cheap valuations (by India's normally expensive standards)  and hopes the central bank might cut rates. But foreign  inflows, running at $3 billion a month in the first quarter, have tapered off and the underlying mood is pessimistic. Above all, the worry is how much will India's once turbo-charged economy slow? With the government seemingly in policy stupor, growth is likely to fall under 7 percent this year. News today added to the gloom -- exports fell in March for the first time since the 2009 global crisis.

from Global Investing:

Ukraine’s $58 billion problem

April 24, 2012

Ukrainian officials were at pains to reassure investors last week that no debt default was in the offing. But people familiar with the numbers will find it hard to believe them.

from Global Investing:

Emerging bonds this year. The riskier the better.

April 18, 2011

Politics have turned nastier than usual this year in emerging markets. Nonetheless, if you were a buyer of emerging bonds, you would have been ill-advised to play safe. That's because the best performing emerging credit so far this year is Ivory Coast, which at the end of January effectively defaulted on its $2.3 billion dollar bond. Yes really, according to JP Morgan, which runs the most widely-used emerging debt indexes.

from Funds Hub:

Gilbert among the stranded

April 20, 2010

USA-LIBERTY/Hearts must be pounding at Aberdeen Asset Management.

CEO Martin Gilbert has been caught out by the Icelandic ash cloud and is stuck in the United States after bestowing his largesse on an (it says here) distinguished Regatta in Aberdeen's stateside home of Philadelphia via a four-year sponsorship deal.

from Funds Hub:

Getting Back Their Mojo

May 8, 2009

In the midst of scarborous political denunciations of the industry and predictions that new regulations could cost UK managers 3 billion pounds we receive some heart-warming news. Hedge funds, according to HFR, have turned it around.

from Summit Notebook:

Cutting costs: business class to soda cans

By Reuters Staff
November 13, 2008

By Kevin Lim

Some companies are taking cost cuts pretty seriously.

That's the message from Aberdeen Asset Management's Asia chief as the firm pulls out all stops to trim costs in these lean times.