Category

East Capital
28
Jun

EAST CAPITAL – Launch of the new Sustainable Emerging Markets Fund

East Capital, the specialist emerging and frontier markets asset manager, announces today the launch of its new Sustainable Emerging Markets fund, bringing together the company’s best long-term and sustainable, stock-picking ideas from around the globe...
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27
Jun

EAST CAPITAL – Balkan convergence story back on track

The Balkan region is a very diverse group of countries when it comes to size and level of economic development. What most of the countries have in common though, is that from the equity market...
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13
Jun

EAST CAPITAL – China carbon market in the starting blocks!

China will be launching its first nationwide carbon market by the end of 2017. Leveraging on the experiences gained from the development of the domestic regional emissions trading scheme (ETS) since 2013, and the lessons...
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10
Mrz

EAST CAPITAL – On the ground in Asian frontiers

Investors in global frontier markets have been paying great attention to Asian frontier countries lately, and many global frontier market funds, including ourselves, have been overweight Asia in their portfolios. Adrian Pop, Portfolio Manager at...
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19
Dez

East Capital China Environmental – first fund in the Nordics with the new LuxFLAG Climate Finance label

Brexit, Trump-Sieg und Renzi-Debakel – die Dichte der überwiegend politisch motivierten Einschläge nimmt zu. Das politische Establishment, das sich selbst als Elite bezeichnet, reagiert mit hohlen Phrasen wie „Weiter so“ und „Wir schaffen das“. Mit...
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07
Dez

EAST CAPITAL – Outlook 2017: Investors putting emerging markets back on the map

When we started to discuss the 2017 outlook, it struck us quite early that many of the key supportive arguments for 2016 will also hold true for 2017. These arguments are centered around yield, growth...
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17
Okt

EAST CAPITAL – EMERGING MARKETS STAGING A WELL-DESERVED COMEBACK

The third quarter of 2016 started with a high level of uncertainty for global markets, following the shocking result of the Brexit referendum at the end of June.
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10
Okt

EAST CAPITAL – Russian consumers leading the way

The economic situation in Russia has stabilised. However, with zero percent consumption growth, consumer-orientated companies are not having an easy time, and the competition for the consumer will continue to intensify. For the strongest players...
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13
Sep

EAST CAPITAL – Sustainable investment report

Apart from the fact that the sustainability perspective is naturally ingrained in our DNA as Nordic investors, there are two main reasons for East Capital to actively incorporate sustainability issues and the ESG perspective in...
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