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Tag: Emerging Markets

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Equity Outlook: Breaking Concentration with a Panacea of Opportunities

Equities have displayed remarkable strength in H1 2024. Performance has...

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Japan: The Election Going Under the Radar

Declining real wages and political scandals eroded Japanese Prime Minister...

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Polina’s Perspective: Recovery with Chinese characteristics

Have you ever lived through a crisis? Most of us...

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What Does India’s Benchmark Inclusion Mean for Investors

Following JP Morgan’s decision to include Indian Government bonds in...

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Japan: The Butterfly Effect

Japanese equities have just experienced one of their biggest ever...

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Double Take on China: Entrepreneurship

The impact of the rise and fall in state policy...

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Geopolitical Threats to the Global Economy an Expert’s Perspective

Conflict in Europe and the Middle East and deteriorating relations...

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EM Monthly: Opportunity Knocks

Key Takeaways Strong first half for EM: EM credit thrived in the...

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Emerging Markets Private Credit: Why Now

Fundamental changes in the banking sector, coupled with periodic bouts...

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The Rise of Value-Conscious Consumerism

Guido Giammattei, EM Equity Portfolio Manager, looks at how value...

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