maty

22/8/2024 09:33

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Where did you see this ?

valuehurts

21/8/2024 22:14

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Azvalor the Spanish value investor shop have significantly upped their stake. These guys are the deep value smart money looking for really big moves.

hugepants

21/8/2024 11:51

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results due?

boonkoh

21/8/2024 09:14

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EM outflows are turning into inflows.Bloomberg had a good article today. Some excerpts:- Five of the largest emerging Asian bond markets are jointly receiving net inflows for the first time in three years- South Korea, Thailand, Indonesia, India and Malaysia- If the inflows continue through the end of September, it'd be something that hasn't been seen on a quarterly basis since the middle of 2021

valuehurts

17/8/2024 17:07

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Ashmore won't be taken over. Mark Coombs controls the company and is no idiot. He has made it perfectly clear in every communication this is a cyclical business and we are coming out of the bottom.

brucie5

16/8/2024 15:22

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Buffoon?
;)

barnes4

13/8/2024 22:08

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What a bloody Bafoon

davethehorse

13/8/2024 11:17

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Is the rotation on the verge of kicking off now....?? If so looks a great time to load up here....imo...

davethehorse

12/8/2024 09:56

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They certainly look excellent value at present for those with patience....10% yield too....surely this sort of price won't be around too much longer?

wllmherk

12/8/2024 09:40

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I think there are a few in the sector that are possible takeover targets, hence, I'm invested in several asset managers including here.

wllm :)

davethehorse

12/8/2024 08:14

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Anyone think Ashmore Group may be a takeover target at its current lowly historic market cap? Wouldn't be too surprised, looks vulnerable to me..

davethehorse

05/8/2024 14:17

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Recovering earlier losses now...;-)

boonkoh

05/8/2024 11:15

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Sure, equity part of AUM will be down. Nut Ashmore is more fixed income, and especially gov vs corporate right?

its the oxman

05/8/2024 08:26

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Will not equity fum be collapsing under the current sell off. May look bad short term though might be the time to buy if you are brave.

boonkoh

05/8/2024 07:19

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Surprised this is dropping today. EM gov bonds have rallied in the risk off mode. Many EM currencies, especially the more stable countries, have rallied vs USD.

brucie5

02/8/2024 11:02

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Yes, looks like a classic value play for the patient - I topped up this morning.
Figures on two Dreman value screens- hi value and low PE - in some very good company.




Meanwhile Dividenddata has the yield at 10%.

davethehorse

02/8/2024 10:15

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Have had to add again today at these prices, will continue to if it falls further...

davethehorse

02/8/2024 08:13

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Fingers crossed a 0.5% cut could be on the cards

velocytongo

01/8/2024 16:00

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Once the US rate cycle moves lower this should do very well.

davethehorse

01/8/2024 11:11

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Forget JP Morgans pathetic 155p target....who are they kidding....

davethehorse

01/8/2024 11:07

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200p short term target now with rates finally being trimmed...

davethehorse

01/8/2024 10:12

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A downgrade by JP Morgan today.....probably a Buy signal imo....