Tag: Emerging Markets
Value Investing in Asia: Japan is Well Positioned for Long-Term Outperformance
As COVID restrictions are lifted, fiscal support is implemented and...
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Growth and Value Investing in Asia: Harness the Collective Strength of ASEAN
ASEAN has many structural advantages that offer investment opportunities for...
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Diversifying Away from the USD in a Multi-Polar World: Implications for the RMB and Asian Fixed Income
In an increasingly multi-polar world, the prominence of the RMB...
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Growth Investing in Asia: Seizing the Opportunities from China’s New Growth Narrative
An accommodative policy backdrop, a smooth political transition and a...
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Growth Investing in Asia: Riding on India’s Improving Fundamentals
India’s monetary and fiscal policies are coming together to support...
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An Investor’s China Conundrum
When seeking opportunities in China, equity investors must understand the...
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Impact of Russia-Ukraine Conflict on Asian bond Markets
Asian bond markets and currencies have been relatively resilient amid...
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Equity Opportunities in a Recovering Asia
Supply disruptions, COVID lockdowns and China’s slowing growth were some...
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Why EM Hard-Currency Bonds can Perform Well During a US Tightening Cycle
Why inflation and rising rates can be a positive for...
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