Tag: Emerging Markets

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Capital Market Line: Reflation Takes Root

The second quarter was a bumpy one for global fundamentals....

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China’s Newest Asset Class Offers an Exciting Opportunity

The recent successful listing of nine new Chinese infrastructure real...

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Electric Vehicles and Asia Investing

Electric vehicles are leading the transition to a net zero...

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Stocks Edge Back From Records As US Yields Slide

For the week ending 9 July 2021   Global equities...

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A View from Asia – China Special

The Chinese authorities are currently re-examining rules around listing outside...

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Is China Driving Emerging Markets?

Over the years, China has become a leading emerging market...

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US Fixed Income Mid-Year Outlook

We are entering the second half of this year with...

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Does the Future Belong to Asia?

With rising incomes and an ever-increasing population, Asia’s rising importance...

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Here to Stay: Implications and Opportunities from Taiwan’s Semiconductor Edge

Taiwan’s dominance of the global semiconductor foundry industry comes from...

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Emerging Markets Sustainable Impact Report

How We Invest for Impact Businesses with the resources and...

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