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Tag: Emerging Markets

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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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China – This Time It’s Different

2021 was a volatile year in China. Not only did...

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SEC Final Rule Affects Chinese Companies Listed on U.S. Exchanges

The U.S. Securities and Exchange Commission (SEC) recently finalized amendments...

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Omicron Update: Boon or Bust ?

Key Points:   Since the Omicron variant emerged it has...

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A View from Asia

Entrap – catch in or as in a trap “Prison...

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Global Emerging Markets: Outlook 2022

Fund manager Kunjal Gala takes a view on the coming...

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