Tag: Emerging Markets
The Role of China in EM Benchmarks
Dijana Jelic, EM Equity Product Specialist, looks at China’s challenges...
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China: Bottom-Up Opportunity as the Macro Picture Slowly Improves
While the top-down story has challenges, the notion that China...
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Enter the Dragon: Why China is Competitively Positioned
Last year marked another tough year for Chinese equities, extending...
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Freeing the Potential of Emerging Market Bonds
Emerging market (EM) debt has a reputation for risk and...
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China: Growth Trajectory Paused or Broken?
Our year kicked off with a trip to Beijing, Shenzhen...
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China: A Year of Base Effects and Property Sector Deleveraging
The recent release of fourth quarter economic data from Beijing...
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What Worked in 2023 and What Could Work in 2024?
What worked in 2023 and what could work in 2024...
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Taiwan Vote: Some Comfort for China
The Taiwanese people elected the candidate of the Democratic Progressive...
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AMO Japan Market Review December 2023
Japanese Investment Commentary and Market Outlook December 2023 ‘Yen’s Reversal...
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