Tag: Emerging Markets
4 Key Trends in Emerging Markets and Companies that May Benefit
The events of 2020 demonstrated how severe unknown risks can...
ViewShifting Gears: Emerging Market Prospects are on Track
Across markets and asset classes, investors faced challenges and benefited...
ViewCapital Market Line: China’s Pivot and the West’s Winding Road Back to Reflation
Since our last publication, the most significant developments in the...
ViewAsian High Yields – Where do we go from Here?
As investors reassess their risk expectations towards the Chinese property...
ViewInvestment Strategy Insights: Gauging Evergrande’s Spillover Effects
While the risk is palpable, we do not view China...
ViewAssessing Opportunities in China and Frameworks for Sustainable Investing
Our focus this quarter was on China’s economic and regulatory...
ViewMaximizing Return Opportunities with a Fixed Maturity Investment
For investors seeking predictable returns and income, the one place...
ViewChina’s Regulatory Tightening: Our View on Goals and Scope
China’s government recently enacted new regulations on a number of...
ViewEvergrande’s Troubles Predate China’s Crackdown on Capitalism
Boston – We have followed developments related to Chinese property developer...
ViewBullish and Bearish COVID Developments: CDC Advisors Say the Delta
Boston – According to a new analysis by a consortium of...
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