Sometimes investors have the right idea but the wrong approach to investing in emerging markets equities. Kara Marciscano discusses how excluding state-owned enterprises from the investable universe can be a simple and effective way to not only tilt toward higher growth companies, but also reduce the risk of political influence.
Following the signing of the long-awaited Phase One trade deal, investors have become increasingly optimistic on China. Brian Manby discusses how to add China to your portfolio in a way that minimizes the government’s influence on its companies.
With U.S. and China trade negotiations front and center, some investors are questioning whether they should have exposure to China in their portfolio. Rethinking exposure to state-owned enterprises within China can be one method that may actually enhance returns while keeping volatility under control.
How indexes for emerging markets are constructed matters, especially when the news cycle is dominated by Washington-Beijing relations. Read how emerging market investors can protect their portfolios by avoiding Chinese state-owned enterprises.
India just got another boost for economic growth. After an unprecedented rate cut, India’s government, in a big boost to “India Inc.,” announced corporate tax cuts of 8% to 15%. Gaurav Sinha analyzes what this tax cut means for different sectors and how investors might benefit.