Tag: Emerging Markets
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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Market Monitor – 20 January 2023
Mixed economic data in the United States provided investors with...
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On the Ground in Asia-Monthly Insights: Asian Fixed Income-December 2022
Broadly constructive on the region’s bonds Summary US Treasury (UST)...
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Family Businesses in Five Charts
Do family businesses deliver better stock-market performance than other companies?...
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2023 Starts Cheaper But with New (and old) Risks
Happy New Year to all my readers. I have good...
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Q3 2022: A Quarter of Active Stewardship Illustrated
24 engagements held 98% meetings voted 51% of meetings where...
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One Small Step Forward—One Giant Leap Away from Deflation in Japan
Templeton Global Equity Group weighs in on inflation’s emergence in...
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Jupiter Merlin Weekly: Playing Monetary Policy Whack-a-Mole
The Jupiter Merlin team discuss the continuing efforts of central...
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