Brewin Dolphin: Passive Funds Work in Emerging Markets

Against conventional wisdom, Brewin Dolphin's Ben Gutteridge says he is becoming a believer in passive investing in emerging markets

David Brenchley 7 December, 2017 | 3:38PM

The BATs look "extremely investable", says Brewin Dolphin.

Investors are increasingly choosing passive solutions when allocating capital into emerging markets, according to strategists. Private and professional investors alike have turned positive on the sector after a stellar 2017.

Generally, the fortunes of emerging markets have ebbed and flowed on the whim of commodities markets. Hence, when the oil price crashed in 2014, so did emerging markets equities.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
AIA Group Ltd78.15 HKD0.00
Alibaba Group Holding Ltd ADR309.92 USD0.00
Baidu Inc ADR133.93 USD0.00
Foshan Haitian Flavouring and Food Co Ltd Class A164.73 CNY0.00
HDFC Bank Ltd1,235.70 INR0.00
Jiangsu Hengrui Medicine Co Ltd88.15 CNY0.00
Jiangsu Yanghe Brewery JSC Ltd165.30 CNY0.00
Naspers Ltd Class N3,012.93 ZAR0.00
Samsung Electronics Co Ltd60,200.00 KRW0.00
Sberbank of Russia PJSC213.75 RUB0.00
Templeton Emerging Mkts Invmt Tr TEMIT875.04 GBP0.70
Tencent Holdings Ltd561.50 HKD0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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