Tag: Emerging Markets
What’s Hot: Time to Trade the Dislocation Between Agricultural Commodities and Industrial Metals
A dichotomy has emerged within the commodity complex, evident from...
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2022 Investment Outlook Update
Martin Currie: Increased geopolitical tension and further lockdowns in China...
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Chapter Two: What’s Your Next Move in China Investing?
Investing in China lately has come with higher risks and...
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Emerging Markets Look Very Attractive at Current Discount Levels
The appeal of Emerging Markets’ (EMs) equities lies in the...
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Historically Wide Spreads Make Euro Financials an Enticing Proposition
The cycle and the spreads: 17 May 2022 A...
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China ETFs in the Current Volatile Environment
The shift towards the exchange traded fund (ETF) vehicle as...
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Value Investing in Asia: A Multi-Year Opportunity
Strategic shifts towards decarbonisation and dual supply chains, inflation and...
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Quant Investing in Asia – Cushion and Complement with a Low Volatility Strategy
Heightened market volatility episodes have become more frequent in recent...
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Fed Watch: Nifty-Fifty
In a somewhat anti-climactic fashion, the Federal Reserve (Fed) delivered...
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The Cycle and theSspreads: Institutional Investors Stay Committed to EM Bonds, But not the Retail
Key takeaways Growth headwinds: two well-known factors, one unpredicted The...
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