The Financial Times briefly
reviewed the MSCI EM index this week. While the index claims to be a global
index of 24 countries, the reality is that China accounts for 25% of the index.
Some investors pursue a passive strategy of investing in emerging markets,
whereas they can be better served by researching high quality active managers
focused on specific regions, such as Nile Capital Management. We have found
that even a 10% allocation to an active manager’s fund can lead to
substantial improvement across an otherwise passively managed portfolio. To
us, this again highlights need for investors to move beyond passive
investment management when considering emerging markets and to
research high quality, regionally-focused active investment managers. For more
on the article from The Financial Times, please click on this link, Smartphones
and Chinese banks hold key to EM exposure , and for more on our
funds, please visit our website Nile Funds and
send us an email.
Nile Capital Management
We Know Africa: From Cairo to Cape Town
For more information please call 646-367-2820
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