Tag: Emerging Markets

Amid Uncertainty, Japanese Equities May Offer Diversification and Lower Correlation for U.S. Investors

KEY POINTS 1. We believe there will be improvement in Japanese...

Asia’s New Growth Drivers

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,...