Tag: Emerging Markets
A Universal Success: Beijing Theme Park Thrills Chinese Tourists with Grand Opening
The opening of Universal Studios Beijing in September 2021 lifted...
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China Remains a Vital Market Over the Long Term
Investing in China requires selective positioning and a long-term approach,...
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EM Fixed Income: Cross Currents Bring Risks and Opportunities
What will inflation, pandemic developments and global policy responses mean...
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Investing in China is a Long-Term Strategy
Former Chairman Deng Xiaoping once said “to get rich is...
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A Golden Opportunity in Chinese Commodity Derivatives
The surge in global demand for gold since the onset...
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Implications from a Reshaping of the Semiconductor Supply chain
Asia’s dominance of the global semiconductor supply chain is likely...
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Slower Pace of Rate Hikes a Boost for Asian Assets
Slower pace of rate hikes a boost for Asian assets...
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The Land of Smiles No More
With Covid-19 cases rising Samir’s latest Armchair Observer focuses on the...
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Emerging Markets Spotlight
The opportunity within emerging markets is more compelling than the...
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2022 Market Outlook: Normalisation in motion
2022 will likely be characterised as a ‘normalisation year’ much...
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