emerging markets

emerging markets

Christopher Darling of LGM Investments talks about what will be impacting the emerging ...

3d ago
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CHRISTOPHER DARLING OF LGM INVESTMENTS TALKS ABOUT WHAT WILL BE IMPACTING THE EMERGING ASIAN EQUITY SPACE IN THE SECOND HALF OF THIS YEAR. SHOWS: HONG KONG, CHINA (AUGUST 19, 2014) (REUTERS - ACCESS ALL) CHRISTOPHER DARLING, CIO ASIA & SENIOR PORTFOLIO MANAGER, LGM INVESTMENTS 1. (QUESTION GRAPHIC) "What is your outlook for emerging Asian equities in the second half of this year compared to other developed markets?" 2. CHRISTOPHER DARLING SAYING: "Well a variety of factors I guess. I mean we are certainly in terms of, say, developed markets seeing a lot better tone to some of the data coming through. You know closer to home here in Asia in the Asian emerging market space, again it's a mixture of confidence in regard to global growth and perhaps coming to terms, finally, with some of the bigger policy changes. I am thinking here specifically of things like QE that we have to confront later, later this year and further into next year." 3. (QUESTION GRAPHIC) "How is the recent geopolitical tension across the region affecting global equities?" 4. CHRISTOPHER DARLING SAYING: "That's a very difficult question because obviously one can't predict how these things will work out. In general terms, our expectation is that these will not have a major impact on the markets in which we invest. I mean our area of expertise is really in the global emerging markets space, and Asian and Indian, and Chinese equities. So if we think within that universe of the upheavals that we've seen, let's say, in Egypt over the course of the last nine, six, nine months or so, the impact on markets and economies, clearly it is having an impact. But a fairly transient impact. You know business has continued to operate, shops continue to open, people continue to live their lives as best as they can. I am not obviously looking to minimize the impact of what's happening in the Ukraine, or in the Middle East, but the reality is, as far as possible, business continues. You know closer to home again in Thailand, they have had a very disruptive experience over the last six, nine months, but again we are starting to emerge from that. And alth...