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
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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 Ltd97.65 HKD0.00Rating
Alibaba Group Holding Ltd ADR219.90 USD0.00Rating
Baidu Inc ADR183.29 USD0.00Rating
Fidelity Instl Emerg Mkts W Acc204.85 GBP-1.61Rating
Foshan Haitian Flavouring and Food Co Ltd Class A168.68 CNY0.00
HDFC Bank Ltd1,399.50 INR0.00
Jiangsu Hengrui Medicine Co Ltd83.18 CNY0.00
Jiangsu Yanghe Brewery JSC Ltd183.48 CNY0.00
M&G Global Emerging Markets GBP I Acc350.87 GBP-0.70Rating
MS INVF Asia Opportunity F78.15 USD0.56Rating
Naspers Ltd Class N3,123.88 ZAR0.00
Samsung Electronics Co Ltd78,500.00 KRW0.00Rating
Sberbank of Russia PJSC302.06 RUB0.00
Taiwan Semiconductor Manufacturing Co Ltd547.00 TWD0.00Rating
Templeton Emerging Mkts Invmt Tr TEMIT954.33 GBP-1.82Rating
Tencent Holdings Ltd598.50 HKD0.00Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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