Tag: Emerging Markets
Value Investing in Asia: A Multi-Year Opportunity
Strategic shifts towards decarbonisation and dual supply chains, inflation and...
ViewQuant Investing in Asia – Cushion and Complement with a Low Volatility Strategy
Heightened market volatility episodes have become more frequent in recent...
ViewFed Watch: Nifty-Fifty
In a somewhat anti-climactic fashion, the Federal Reserve (Fed) delivered...
ViewThe 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...
ViewChina: Steadier Growth Needed to Lift Investor Confidence
Better visibility and steadier economic growth are needed before investors...
ViewLiontrust Japan Equity Fund: Q1 2022 review
Past performance is not a guide to future performance. Do...
ViewLiontrust India Fund: Q1 2022 Review
Past performance is not a guide to future performance. Do...
ViewAn Inverted Yield Curve May Not Mean Poor Returns for Asian Equities
The US yield curve inverted briefly in March, with the...
ViewIncome Investing in Asia: Building Resilience with Asian REITs and Dividends
Against an uncertain global economic outlook, a stable income stream...
ViewFIB Tribune: Healthy Balance Sheets and Low Defaults Still Favor Spreads
Key takeaways Chinese growth wedged between the hammer and...
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