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The cut in Canadian interest rates on July 15 has made investing in emerging market (EM) bonds even more attractive. With the cut, Canadian 10-year government bond yields have fallen to 1.6%,i resulting in negative real yields for investors in Canadian bonds when core inflation of 2.2%ii is factored in. “It is now imperative for income seeking investors who have traditionally relied on Canadian bonds…
Portfolio Diversification EM bonds have a low correlation to other asset classes, creating an important opportunity for diversification, volatility and risk reduction and potential long-term risk adjusted returns. In addition, a key feature of EM bonds is that it offers geographic, credit quality, duration and currency exposure diversification. EM countries, on average, have higher economic growth, greater monetary and fiscal policy flexibility, lower debt levels…
China’s long-term outlook remains compelling in spite of the recent correction in its A-shares market which fell almost 30% from its peak and triggered volatility in the Hong Kong H-shares market. “It’s a case of the market rising too fast,” says Christine Tan, Senior Portfolio Manager with Excel Investment Counsel Inc. The correction in the A-shares market was triggered by three main factors: (1) tight…
As emerging markets (EM) mature into the drivers of global growth, the structural case for investing in EM debt has become compelling. Once regarded as a niche asset class, EM Bonds have rapidly evolved into a fully integrated segment of the global bond market and are now a growing component of investors' portfolios. In fact, the size of the EM bond market has grown by…
Bhim Asdhir, President & Chief Executive Officer at Excel Funds Management Inc., claims a spot in the Wealth Professional Canada Hotlist 
Christine Tan remains bullish on the long term despite current slumps in China’s 10 trillion economy, expects a soft landing. http://www.bnn.ca/VOD/player.htm?ContentID=651065
The People’s Bank of China (PBOC), the country’s central bank, made its fourth interest cut since November 2014 to stimulate growth in slowing Chinese economy. The PBOC also lowered the reserve requirement ratio (RRR) for banks lending to the farm sector and small and medium-sized enterprises by 50 basis points in an effort to spur lending and support increased economic activity. The central bank lowered…
Barclays expects that global growth will pick up in the second half of 2015, benefitting emerging market (EM) exports and earnings. As growth improves, demand for EM goods from developed markets (DM) will increase.  According to Bloomberg, Barclays has increased its EM exposure to overweight from a neutral position by taking profits from Japanese equities, although it remains overweight in Japan.The global asset manager believes…
The break-down in negotiations with its lenders and a surprise call by the government for a referendum on a proposed bailout package has put Greece on the precipice of a collapse. If the referendum scheduled for next Sunday (July 5, 2015) results in a majority “NO” vote, then Greece will exit the European currency union. Should the outcome result in a “YES” vote, this would…
After the great success of PM Modi’s Make in India campaign, India’s leader is now ready to launch his next digital dream project – Digital India. The PM has envisioned a bold new digital India focussed on creating a digitally empowered society on par with the countries of the developed world. On June 29, 2015, PM Modi announced the launch of “Digital India week” and…
While the world awaits the referendum in Greece and sees how the latest in the series of Greek dramas play out, Indian analysts weigh in on the situation and how it will affect (if at all) India. Here are a few good insights on why India can weather the Greek storm better than the rest of the world. Mr. Bimal Jalan, former Reserve Bank of…
The New Development Bank – NDB – (formerly known as the BRICS Bank) an initiative started by the BRICS nations(Brazil, Russia, India, China and South Africa) in 2011, finally comes to fruition as the members have elected their Board of Governors. The first President of the NDB will be Mr. K. V. Kamath, former CEO of ICICI Bank one of India’s top private lenders. Mr.…

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