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Tag: Emerging Markets

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China A: Position for the Recoveries

The China A share market is poised to benefit from...

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AMO Insight “Why Bank of Japan Sticks to Accommodative Monetary Policy”

The price stability target of 2% looks unsustainable even with...

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The US Macro Week That Was

We continue to be more bearish than the consensus and...

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Emerging Markets Inflation: Characteristics, Causes and Effects

Key points   Global factors have put upward pressure on...

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July Monthly Market Commentary: Recession on the Radar

Overall, we expect a shallower, more short-lived economic slowdown for...

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Bond Investing in Asia: Peaking Bond Yields Present Unique Opportunities

Peaking bond yields, measured rate hikes in Asia and still...

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Discipline Pays Off in China Equities

Our focus on industry leaders creates a market storm shelter...

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Global Markets: 10 Things to Watch in July

Key takeaways Consumer inflation expectations Central bank credibility is on...

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Emerging Markets are Down, But Not Out

Global markets are facing a number of headwinds this year,...

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Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.

Key Points   In EM we pay close attention to...

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