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Tag: Emerging Markets

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2023 Asia ex Japan Equities Outlook: Selective Investing Through the Trough

Inflation and rate hikes weighed down Asia equities in 2022,...

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Harvesting Growth, Harnessing Change – Monthly Insights: Asian Equity-October 2022

Most Asian markets gain during the month while China remains...

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The Dichotomy Within China Fixed Income

An excerpt of the China fixed income session at the...

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Investors’ Outlook: China Out of Favor with Emerging-Market Investors? No, But …

Key takeaways China, the world’s “workbench” of old, is losing...

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Inbound Tourism: An Immediate Boost for Japan

What a revival in inbound tourism could look like as...

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Emerging Markets Insights

Emerging markets in November – Latin America continues to shine....

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The View From Asia

Until recently, the consensus was that China would decouple economically...

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There will be Tactical Opportunities in China’s Onshore and Offshore Bond Markets

Despite the recent volatility in the Chinese equity markets and...

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Why Investors Should Focus on Unconstrained EM Strategies

This year has seen heightened levels of dispersion within emerging...

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Monthly Highlights – October

Growing recession fears dent risk appetites. Global and Asian equities...

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