Tag: Emerging Markets
China is Back: The Implications of China’s Accelerated Re-opening
Summary The Chinese government set a GDP growth target of...
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Commodity Outlook: Cyclical Pressures vs Structural Strengths
Commodities have been enjoying a strong revival in recent years,...
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AMO Japan Market Review February 2023
Asset Management One reviews the Japanese market monthly and provide you...
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China’s Reopening Gives Service Industry a Boost
Key takeaways China’s reopening We’re seeing signs that China’s reopening...
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Why Invest in Asian Equities?
Disclaimer For Institutional, Professional or Qualified Investors Only. Not...
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Ukraine: One Year on But No End in Sight
After 12 months of fighting further action is needed from...
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Emerging Market Debt: Compelling High Yields
Emerging Market Debt is a very attractive asset class, offering...
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AMO Japan Market Review January 2023
Asset Management One reviews the Japanese market monthly and provide you...
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Carmignac Portfolio Emerging Discovery: Letter from the Portfolio Managers
Carmignac Portfolio Emerging Discovery (A EUR ACC share class, ISIN...
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Tapping the Potential of the New Asian Consumer
Summary The behaviour of Asian consumers is changing, resulting in...
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