Tag: Emerging Markets
Equity Outlook: Breaking Concentration with a Panacea of Opportunities
Equities have displayed remarkable strength in H1 2024. Performance has...
ViewJapan: The Election Going Under the Radar
Declining real wages and political scandals eroded Japanese Prime Minister...
ViewPolina’s Perspective: Recovery with Chinese characteristics
Have you ever lived through a crisis? Most of us...
ViewWhat Does India’s Benchmark Inclusion Mean for Investors
Following JP Morgan’s decision to include Indian Government bonds in...
ViewJapan: The Butterfly Effect
Japanese equities have just experienced one of their biggest ever...
ViewGeopolitical Threats to the Global Economy an Expert’s Perspective
Conflict in Europe and the Middle East and deteriorating relations...
ViewEM Monthly: Opportunity Knocks
Key Takeaways Strong first half for EM: EM credit thrived in the...
ViewEmerging Markets Private Credit: Why Now
Fundamental changes in the banking sector, coupled with periodic bouts...
ViewThe Rise of Value-Conscious Consumerism
Guido Giammattei, EM Equity Portfolio Manager, looks at how value...
View