{"id":88,"date":"2011-09-19T14:06:21","date_gmt":"2011-09-19T21:06:21","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=88"},"modified":"2016-07-06T17:16:47","modified_gmt":"2016-07-07T00:16:47","slug":"a-fork-in-the-road-for-emerging-markets","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/a-fork-in-the-road-for-emerging-markets\/","title":{"rendered":"A Fork in the Road for Emerging Markets"},"content":{"rendered":"

By Drew Carter | Pensions & Investments | 09.19.11<\/p>\n

\n

Emerging markets bonds and equities have taken divergent paths in 2011 despite having similarly strong long-term outlooks.<\/p>\n

Emerging markets bonds have taken on some of the safe-haven status of their developed-markets cousins, while emerging markets equity performance has lagged that in developed markets.<\/p>\n

…<\/p>\n

\u201cEmerging markets debt has been a marvelous way for investors to get exposure to emerging markets currencies, especially for those investors in developed markets\u201d whose currencies have been comparatively weaker, said James B. \u201cJamie\u201d Rosenwald III, co-founder and senior portfolio manager for Asian equities at Dalton Investments LLC, Santa Monica, Calif.<\/p>\n

Investors’ concerns<\/strong>
\nBut equity investors still have concerns about transparency, regulatory and political issues in the emerging world. \u201cThere are a lot more potential problems one experiences when one plays in the emerging markets equity space,\u201d Mr. Rosenwald said, although depressed stock valuations do build in some safety for investors, as do good balance sheets and diversification of revenues on the part of some companies based in emerging markets. \u201cThe way that emerging markets equities have been beaten recently provides phenomenal opportunity,\u201d he said. Dalton runs a combined $1.3 billion in emerging markets equity and distressed debt strategies.<\/p>\n

Read the full story<\/a> on the Pensions & Investments website.<\/p>\n","protected":false},"excerpt":{"rendered":"

Emerging markets bonds and equities have taken divergent paths in 2011 despite having similarly strong long-term outlooks. Emerging markets bonds have taken on some of the safe-haven status of their developed-markets . . .
read more ><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[15],"tags":[],"class_list":["post-88","post","type-post","status-publish","format-standard","hentry","category-dalton-insights","wpautop"],"yoast_head":"\nA Fork in the Road for Emerging Markets - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/a-fork-in-the-road-for-emerging-markets\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A Fork in the Road for Emerging Markets - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"Emerging markets bonds and equities have taken divergent paths in 2011 despite having similarly strong long-term outlooks. 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