Correspondent, London
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Apr 17, 2014

Pickings for the brave in emerging markets

LONDON, April 17 (Reuters) – The brave few who waded back
into emerging markets in March reaped substantial rewards, but
investors say it is too soon to tell whether the recent bounce
will become a sustained rally.

After three years of underperformance had left them at
rock-bottom valuations, emerging markets enjoyed a surge in the
early days of the northern spring.

Apr 15, 2014

Investors cut extreme bets against emerging markets: BofA poll

LONDON (Reuters) – Investors cut extreme bets against emerging markets in April as improving Chinese growth expectations and cheap valuations attracted asset managers to the riskier asset class, a survey showed on Tuesday.

The monthly fund managers survey by Bank of America Merrill Lynch also showed investors reduced overweight positions in Europe while optimism for U.S. growth encouraged two out of three to expect higher short-term rates, a level not seen since July 2011.

Apr 14, 2014
Apr 14, 2014

Emerging stocks, rouble slip on renewed Ukraine tensions

LONDON, April 14 (Reuters) – Emerging stocks pulled back
from last week’s 4-1/2 month highs on Monday, weighed down by
renewed tensions over Ukraine, with Russian equities, bonds and
currency taking the biggest hit.

The Turkish lira also extended losses after a ratings
outlook cut at the end of last week.

Apr 14, 2014

Emerging stocks, rouble slip on renewed Ukraine tensions

LONDON, April 14 (Reuters) – Emerging stocks pulled back
from last week’s 4-1/2 month highs on Monday, weighed down by
renewed tensions over Ukraine, with Russian equities, bonds and
currency taking the biggest hit.

The Turkish lira also extended losses after a ratings
outlook cut at the end of last week.

Apr 11, 2014
Apr 11, 2014

Emerging market revival no signal to fill your boots

LONDON, April 11 (Reuters) – Institutional investors are
being selective in their return to emerging markets after a
heavy sell-off, as there are too many pitfalls for a long-term
portfolio to make a winning strategy out of simply buying cheap.

More than $50 billion flowed out of emerging stock and bond
funds in the first quarter of 2014 as rising U.S. yields,
China’s economic slowdown and political uncertainty drove
investors away from higher-risk assets. But the tide appears to
have turned.

Apr 9, 2014
Apr 7, 2014
Apr 7, 2014

World stocks slip from six-year high; euro yields fall

LONDON (Reuters) – World stocks slipped from last week’s six-year high on Monday on concerns about technology shares, while speculation the European Central Bank will ease policy further pushed down European bond yields.

The Nasdaq suffered its biggest decline since February on Friday as high-flying and high-growth shares mostly in the tech and biotech sectors extended their recent sell-off, with sentiment spilling into Asia.

    • About Natsuko

      "Since joining Reuters as a graduate trainee in 2000, Natsuko has reported on issues surrounding global financial markets, monetary policy and central banking from Tokyo, Singapore, London, Paris, Madrid, Davos, Dubai, Moscow and Istanbul. She won the Reuters best scoop of the year in 2007 for a story on China's foreign exchange reserves policy and was also given State Street\'s best journalist of the year award in the same year. Currently based in London, she covers global investment issues and sovereign wealth funds on the Investment Strategy Desk."
      Joined Reuters:
      2000
      Languages:
      English, Japanese, French
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