Tag: Emerging Markets
The Indian Economy’s ‘Missing’ Female Workers.
A drop in the percentage of women engaged in India’s...
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Financing Asia’s Sustainable Future
The pressing need to build climate resilient infrastructure, and the...
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Living in a Post-Peak Growth World
As the world economy moves on from the pandemic, emerging...
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The Semiconductor Shortage: Why More Than Tech Investors Should Care
Portfolio manager Denny Fish and analyst Shaon Baqui posit that...
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4 Key Trends in Emerging Markets and Companies that May Benefit
The events of 2020 demonstrated how severe unknown risks can...
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Shifting Gears: Emerging Market Prospects are on Track
Across markets and asset classes, investors faced challenges and benefited...
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Capital Market Line: China’s Pivot and the West’s Winding Road Back to Reflation
Since our last publication, the most significant developments in the...
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Asian High Yields – Where do we go from Here?
As investors reassess their risk expectations towards the Chinese property...
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Investment Strategy Insights: Gauging Evergrande’s Spillover Effects
While the risk is palpable, we do not view China...
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Assessing Opportunities in China and Frameworks for Sustainable Investing
Our focus this quarter was on China’s economic and regulatory...
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