Tag: Emerging Markets

Changing China’s Oil

Chinese oil demand has largely been correlated with GDP growth,...

Why an Emerging Market ex China Strategy Offers a New Opportunity Set

Summary China’s growing dominance in the emerging market universe has...

China’s Reopening Economy May Boost Non-U.S. Growth Equities

China’s reopening offers growth potential and helps sustain trends in...

How Innovative Asian Firms Have Conquered Niche Environmental Solutions

The rapid electrification of the car market illustrates global opportunities...

Monthly Highlights – March

Net Zero Made in Asia

Region seen as a hub for the world’s net zero...

China is Back: The Implications of China’s Accelerated Re-opening

Summary The Chinese government set a GDP growth target of...

Commodity Outlook: Cyclical Pressures vs Structural Strengths

Commodities have been enjoying a strong revival in recent years,...

AMO Japan Market Review February 2023

Asset Management One reviews the Japanese market monthly and provide you...

China’s Reopening Gives Service Industry a Boost

Key takeaways China’s reopening We’re seeing signs that China’s reopening...