Investing in Emerging Markets

Course description

This practical 2 day course will provide you with the necessary tools, concepts and analytical insights to evaluate and decide on emerging market investments.

You will learn to analyse both micro and macro economical conditions, assess country credit risk an deplore the characteristics of investing in goods and services markets. You will explore the performance outlook and measures, pricing and evaluation strategies as well as trading patterns and opportunities. Emerging country stock markets and listed companies will be analysed through case studies to illustrate the concepts.

Taught by an experienced practitioner this course will provide you with the tools to assess investment opportunities and explore the best strategies for creating returns on your investments.

What will you learn

By the end of this course you will be able to:

  • Analyse micro and macro economical conditions
  •  Assess emerging market country risk
  • Understand the performance of the stock markets and listed companies
  • Explore the characteristics of investing in goods and services markets
  • Assess performance outlook and measures, pricing and evaluation strategies
  • Understand the trading patterns and opportunities
  • Gain tools to assess investment opportunities and explore the best strategies for creating returns on your investments

Main topics covered during this training

  • Micro-economics including macro-data and economic drivers
  • Country risk assessments and measures
  • Emerging markets firms theory and company structures
  • Due diligence conditions, information access and data consolidation
  • Company strategic and operational risk assessments
  • Business environment and operating conditions for private goods and services
  • Public company aspects and considerations
  • Culture and business practices of companies in emerging markets
  • Emerging markets exchanges and other formal trading opportunities
  • Liquidity and volatility
  • Trading patterns and comparisons with more advanced markets
  • Execution and settlement processes and risks
  • Market intermediaries, structures, capitalisation and involvement
  • Pricing and valuations in merging markets
  • Trading strategies and protection, hedging options

Who should attend

  • CIOs
  • Investment Managers
  • Portfolio Managers
  • Investors
  • Fund Managers
  • Traders
  • Business Analysts
  • Credit Analysts

and anyone involved in investment and financial decisions related to Emerging Markets.

Investing in Emerging Markets - A 2 Day Course

Module 1 – Macro-economics
The first module reviews the essential macro-economic conditions that emerging markets need to fulfill to be considered attractive investment destinations.
  • Country macro data, global and regional economic relationships
  • Economic drivers
  • Capital flows and structures, banking and funding markets
  • Trading patterns
  • Country risk assessments and measures
Case study of an emerging market
Module 2 – Micro-economic review
Reviews the theory of an emerging market firms and the key issues of companies on their development and growth path
  • Emerging markets firms theory and company structures
  • Corporate finance conditions and parameters
  • Accounting principles and practices in selected emerging markets
  • Due diligence conditions, information access and data consolidation
  • Company strategic and operations risk assessments in emerging markets
Case study on listed companies in emerging markets
Module 3 – Goods and services markets
This module deals with the business environment and operating conditions for private goods and services as well as public companies operating in the markets.
  • Nature of markets in goods and services, supply, demand and regulators
  • Growth, change, patterns of development
  • Sustainability factors, performance outlook and measures, value creation and
  • Value extraction
  • Public company aspects and considerations
  • Culture and business practices
Module 4 – Exchanges
This module covers a review of the characteristics, pitfalls and challenges of emerging markets exchanges and other formal trading opportunities.
  • Regulations and typical legal conditions
  • Corporate governance issues and practices
  • Minority shareholder protection and company law
  • Professional support services, costs and access
  • Information and price discovery in trading markets

 

Module 5 – Trading Opportunities

This is the last module and covers trading activities in emerging markets

  • Liquidity and volatility, measures and substitutes
  • Investor structures and typical developments
  • Trading patterns and comparisons with more advanced markets
  • Execution and settlement processes and risks
  • Market intermediaries, structures, capitalisaton and involvement
  • Pricing and valuations in merging markets
  • Trading strategies and protection, hedging options

Case studies on trading strategies and substitute hedging options

 

Trainer

Course Director is the Founder & Chief Investment Officer at Mongolia Asset Management, a Hedge Fund that invests in Mongolia.

In addition, he is the Founder of African Asset Management and runs the AOF (African Opportunity Fund), a Mauritius registered Hedge Fund. In Sri Lanka, he serves as Director and Economic Advisor to Ceylon Asset Management.
Previously he served in Senior positions in Wealth Management and Investment Strategy with HSBC Private Bank as well as Standard Chartered Bank in Dubai, Hong Kong and Singapore.  He also worked as Director and Research Fellow at The Asian Bond Market Forum, a Hong Kong based non-profit think-tank. The ABMF provides policy research on the development of Asian local currency bond markets and advises on bond-market issuance programs and infrastructure development. In this role, Michael was working with Thailand’s Ministry of Finance, as one of the founding members of the Asian Bond Market Development Secretariat in Bangkok.
A guest commentator on Bloomberg TV, CNBC Asia, and the BBC as well as India’s New Delhi Television, a columnist for finance magazines in China and Hong Kong’s Apple Daily, as well Singapore’s Business Times where he contributes the regular “Executive Money” column.  He also is a regular columnist for FORBES Africa, the African edition of FORBES magazine.
Michael is a graduate of the European Business School with a major in Finance and International Economics, having studied at the schools centers in London, Paris and Bologna, Italy in the respective local languages. In addition he studied in Japan, Korea, and China. He has also been a guest lecturer at the Chinese University of Hong Kong where he taught on Technical Analysis as well as a course on Banking & Financial Institutions with a focus on China’s Financial System. He also taught at the School of Finance – Renmin University in Beijing and has been invited to design a course curriculum on “Fixed Income Securities” for the Graduate School of The People’s Bank of China, China’s Central Bank.

 

FAQ

We offer banking and finance courses as well as soft skills and business management training. You can either attend an open public course in London or Dubai or arrange customised in-house training to be delivered in any of your offices worldwide.

Most of our public courses are run over 2 full days. Some programmes are offered as a 1 or 3 day training.

In-house training is tailored to client’s requirements and can be organised over 1 day, 2-3 weeks or longer.

Public courses are organised mainly in London and Dubai. Occasionally we organise courses in other centres like Paris or New York. Check our public course calendar for the current list of programmes. We use a range of training venues, all in the centre of the cities and with excellent transport links to the airports and train stations.

In London we use venues in the centre (near Oxford Circus station or in Mayfair) or in the City (near Liverpool Street or Moorgate stations).

In Dubai our courses are organised in one of 4-5* hotels in the Deira district. Once you register we will send you detailed information together with accommodation options if required.

Our in-house courses can be delivered anywhere in the world. We work with over 25 trainers worldwide. Contact us do discuss your requirements. Check our list of available programmes.

Our courses are run in central locations from 9 a.m until 5-5.30 p.m. There are 2 coffee breaks and a lunch break. Lunch is always provided in the venue.

Dress code is smart casual.

All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing.

The experience of our trainers allows us to create very practical programmes, focused on current market trends and challenges. You can be sure that you will gain the knowledge which can be instantly applied in your workplace after the course. You will be analysing real life case studies, take part in group exercises and discussions as well as role plays, whenever applicable.

We want our courses to be as practical and interactive as possible so we limit the number of participants in order to optimise your time with the trainer and allow you to ask questions which are important for you.

In order to understand your requirements and expectations, we will send you a pre-course questionnaire.

You will also receive post-course support so if you have any questions after you left the training, you are welcome to contact us.

There are 2 easy ways to register:

  1. Go to the course of your choice and click Register Now button to fill the registration page
  2. Email us to enquiry@eurekafinancial.com

After you register, we will send you registration confirmation and an invoice so you can arrange the payment. Please note that your place is not confirmed until we receive it.

If you register within Early Bird discount period, there’s limited time to arrange the payment in order to be eligible for the discount. You will find all the details on the invoice.

We don’t advise to make any travel and hotel arrangements until you receive full course confirmation from us.

We will send you venue and course details as soon as possible but most likely about 3-4 weeks prior to the course commencement.

You can pay by:

  • Making a bank transfer
  • Debit/credit card
  • Cheque payable to Eureka Financial Ltd. - only within UK

Just mark preferred paying option on the registration form. Whichever form of payment you choose we will always send you an invoice.

If you pay by card, a 2.2% processing fee will be added. We will send you authorisation form so you can give us your card details.

Included in the price of a public course are:

  • Course tutorial
  • Take away course materials
  • Course Certificate
  • Lunch on the days of the training as well as drinks and snacks throughout the course

The price doesn’t include accommodation, flights, transfers and any additional costs outside of the training venue.

Yes, we always offer Early Bird discount, so the sooner you register the more savings you can make. We also offer group discounts and if you register for 2 or more programmes at the same time.

If you are a full time student or unemployed, we offer a 25% discount of the full price of the training. Student ID or unemployment status confirmation is required to claim this discount.

If you attend one of our courses you will be entitled to a special discount for a year after the last course you attend with us. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. You will receive more information about it after you attend the course.

See our Customer Loyalty Discounts page for more details.

All our courses based in the UK are subject to the VAT charge of 20%. This fee is irrespective of the country of residence of the delegates.

You can, however, claim the VAT back by contacting UK tax office - HMRC, and filling the relevant form, as long as you comply with the following rules:

For Delegates coming from the EU countries

If you represent a registered business in another EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the UK
  • You don't make any supplies in the UK

You can find some more information here. In order to claim the VAT you have to fill Form 65.

For the Delegates from Non EU countries

If you represent a registered business in a non-EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the EU
  • You can only use the Refund Scheme if your own country operates a similar scheme and makes it available to UK businesses. If your country has its own Refund Scheme but doesn't let UK businesses use it, you can't claim under the UK Refund Scheme.
  • You don't make any supplies in the UK

If the following rules apply to you, please fill the 65A form and send it to HMRC.

If you are unable to attend the course, you can either send a replacement at no extra charge or, up to 20 working days before the training, you can transfer your booking to another course within the next 6 months for an additional fee of 25% of the full course value. Please note that you can only transfer once.

Alternatively, for cancellations requests received more than 20 working days before the course date we will offer a refund less an administration fee of 10% of the course price.

We regret that no refunds can be given after this period. Non-attendance without any notification will be charged at full rate.

Cancellations must be made in writing and reach our office 20 working days prior to the course date.

Your place on a course is not guaranteed until we receive the payment. All payments must be made in full before the course date.

All our trainers have been working for many years in their respective sectors before they begun to teach so they bring a wealth of practical experience to the classroom.

Most of them used to work for 15 or more years in the financial sector and corporate world, and were holding positions of Directors, VP and Senior Managers. Some of them have published books and have written articles for specialised magazines and newspapers including FT, The Independent, The Times etc. You can find detailed biography of each trainer on the page of the course you want to register for.

Yes, you will receive a Certificate of Attendance at the end of the course you attend.

If you have to apply for a Visa to attend a course in the UK, we will issue a letter to support your application. The letter will be issued only after the payment for the course has been made.

It is delegate’s responsibility to obtain a Visa and failure to do so will not make the participant exempt from the cancellation policy.

Anyone suspected of applying for a training course simply to gain a Visa letter will be reported to their embassy.

We will need the following information to issue an invitation letter:

  • Full name as it appears on your passport
  • Date of birth
  • Passport number
  • Passport issue date
  • Passport expiry date

This topic can be arranged on in-company basis. If you have a group of 4 or more we can customise it and deliver in any location worldwide. Contact us to discuss your requirements

WHAT PAST DELEGATES SAY

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