Tag: Emerging Markets
2022 Market Outlook: China Redefined
China’s growth is slowing as policy makers adopt a framework...
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Asia Ex Japan Equity in 2022: Sustainability of Earnings Versus Hope
Even as Covid risks and inflationary pressures loom over Asian...
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India’s Banks Prepare for Post-Covid Growth
Diving into India’s recent credit growth in the international markets...
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Investment Strategy Insights: This Time, Slower Growth in China May Not Trigger ‘Net’ Stimulus
China has had a flair for using periods of strengthening...
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Transport to Net-Zero: Rethinking the Asian Roadmap
To achieve net-zero, the global transport industry ecosystem will need...
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Finding Value in China’s Onshore Bond Market
In our global investor survey on Asian fixed income, 63%...
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Emerging Market Fixed Income Outlook 2022
Emerging markets will face a few important but manageable challenges...
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High Quality Asia Bonds Offer Stability and Yield Amid Fixed Income Flux
High quality Asia bonds will likely continue to attract yield...
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Why ESG Is Critical in Asian Fixed Income Investing
Asia occupies a unique spot at the intersection of sustainability...
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Green Shoots Emerging for Japan
Japanese equity markets have lagged their developed market peers in...
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