News Articles

2018.11.30 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

Milltrust in the News

Emerging Markets’ ‘Sustained Rally’ Expected, Milltrust CEO Says
NOVEMBER 29TH, 2018, 6:39 AM GMT
Simon Hopkins, chief executive officer at Milltrust International Group, talks about emerging markets and the trade spat between the U.S. and China. (Source: Bloomberg)

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2018.11.16 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

Milltrust in the News

Mr. Simon Hopkins
CEO, Milltrust International Group
Chairman, Milltrust Agricultural Investments
Mr. Simon Hopkins is a successful entrepreneur in the investment management industry with more than two decades of professional experience including being an early advocate of hedge fund investing for institutional investors.
In 1996, Mr. Hopkins created […]

2018.11.09 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

Invitation to Meet
Dusit Thani Sri Lanka
in Singapore

22 November 2018
Unique Sri Lanka Beachfront Balapitiya Real Estate Investment Opportunity
Sri Lanka is one of the world’s fastest growing tourist destinations, and a frontier investment market for Milltrust International. We have partnered with Dusit Thani, […]

2018.11.01 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

Milltrust in the News

Bloomberg: Decoupling to Developed, Emerging Markets to Continue, Milltrust International CEO Says
Simon Hopkins, chief executive officer at Milltrust International Group, talks about the U.S. and emerging-market stocks, and Federal Reserve policy.

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Key Story

BRAZIL: After a favourable result in the […]

2018.10.11 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

 

Key Story

Continuing trade wars between the U.S. and China, falling margins and reduced profits for U.S. corporations, and the end of central bank accommodative policies continue to impact global markets, and emerging markets in particular.
In Brazil, we have had a surprising election. Itaú Asset Management comment that in three weeks’ […]

2018.09.28 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

 

Key Story

Large-cap shares are emerging as a haven in China’s stock market for investors worried about a slowing economy and trade war with the U.S.
Speculation the government will increase stimulus spending to offset the effects of U.S. trade tariffs helped lift cement […]

2018.09.21 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

 

Key Story

Don’t sleep on the rest of the world, even as the U.S. keeps setting stock-market records. That’s the message coming from a host of Wall Street shops highlighting the potential for the America-first thrust in financial markets to reverse.
The glass half-full […]

2018.09.06 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

Milltrust International partners with WWF and EISAL in the Fight Against Climate Change
Climate change is a major issue for investors with implications far beyond visible catastrophic risk. One area where these risks most likely lurk is embedded in investment portfolios. Institutional […]

2018.08.03 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International
Tariffs, Sanctions
Markets in Asia continued their plunge, as a fresh round of trade war fears sent investors seeking cover. The move came after the White House confirmed that President Donald Trump asked U.S. Trade Representative Robert Lighthizer to consider hiking duties to 25 percent as early […]

2018.07.26 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International
Now’s the Time to Buy Emerging Markets
Emerging markets are poised to rally after more than $7 trillion in stocks slid into bear territory, according to three of the world’s largest money managers. Strategists and investors from Goldman Sachs Group Inc., Franklin Templeton Investments and […]