Tag Archives: Emerging markets

Five reasons why emerging markets companies pay dividends

For investors seeking a fresh source of dividends, it’s time to think about emerging markets. In our last post, we discussed the prevalence of dividend-paying companies in emerging markets, illustrated by the fact that nearly 92% of companies within the MSCI … Continue reading

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What’s rocking in equities? (excerpt)

John Manley, CFA, chief equity strategist at Wells Fargo Funds Management, LLC, addresses the big topics rocking the equity markets in this excerpt of On the Trading DeskSM from Tuesday, October 7, 2014. Listen to the full interview. We’ve got … Continue reading

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Emerging markets—investing in dividend companies all along

Investors typically look to emerging markets equities for growth potential, not income. Higher-yielding stocks, by contrast, are usually associated with lower-growth prospects and old-economy sectors, such as utilities and telecommunication services companies. While the conventional wisdom may be true in … Continue reading

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Emerging markets investing hits home (podcast)

There is an advantage in having a personal, cultural connection when investing in emerging markets. Three portfolio managers join Amy George on the road to lend their perspectives—Alison Shimada is Japanese-American, Elaine Tse is of Chinese descent, and Svetlana Silverman … Continue reading

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Perspectives on international investing (excerpt)

Three well-travelled portfolio managers offer their perspectives on international equities. Dr. Brian Jacobsen, CFA, CFP®, chief portfolio strategist at Wells Fargo Funds Management, LLC, lends his economic opinion in this excerpt of On the Trading DeskSM from Friday, March 7, … Continue reading

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Emerging markets debt crisis averted?

The past week has seen a number of dramatic moves in the markets, especially emerging markets (EM). There were faint echoes of EM debt crises as the Argentine government allowed the peso to depreciate rapidly and as Turkey’s lira came … Continue reading

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Is this the beginning of the correction everyone is waiting for?

I don’t want to bury the lede, so I’ll start by saying, “I don’t know.” It could be, but I don’t think so. The bad Purchasing Managers’ Index reading out of China seemed to precede a market pullback everywhere except … Continue reading

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How emerging markets are evolving (excerpt)

Emerging markets economies are becoming more mainstream economically and not so much a niche asset class. Anthony Cragg, emerging markets portfolio manager with Wells Capital Management, joins us from Singapore to explain in this excerpt of On the Trading DeskSM … Continue reading

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Dividend-paying companies in emerging markets (excerpt)

Emerging markets typically aren’t thought of as a dividend playground. Is that changing, and if so, why? What’s the opportunity for investors? Alison Shimada, emerging markets portfolio manager with Wells Capital Management, explains in this excerpt of On the Trading … Continue reading

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China and Venezuela: Part of the emerging markets slowdown story

Summary On Sunday, Venezuelans went to the polls to elect a new president to succeed Hugo Chavez—who passed away on March 5—and China posted some important macroeconomic statistics for the first quarter. For investors, the election probably has few… Continue reading

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