Tag: Emerging Markets

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Opportunities Abound but ‘Politics Matters as Much as Economics’

Emerging markets (EM) remain among our long-term favoured equity markets...

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Four Major Trends in China to Keep an Eye on in the Future

Why Invest in Chinese Equities, Especially Those of China’s ‘New...

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Could the Chinese Stock Market be a Source of Opportunity for the Next 10 to 15 Years?

Although it is already a major driver of the Global...

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Eaton Vance Bullish on the New Emerging Market Debt Landscape

As the world heals from the lows in economic output...

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Deep dive in Carmignac’s view on Emerging Markets, China and Carmignac Emergents

Haiyan Li-Labbé joined Carmignac in 2011. She has a strong expertise...

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Picking Industry Leaders with a Competitive Edge in Sustainability

Looking towards the next decade, the prospects for countries in...

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Five reasons why EM equities could power ahead in 2021

KEY TAKEAWAYS A broader rebound beyond tech-related companies is likely...

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Emerging markets: Beyond GDP growth

Looking towards the next decade, the prospects for countries in...

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Macro factors remain strong for EM debt after 1Q21 sell-off

Emerging Markets Debt Macro factors remain strong for EM debt...

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Asia small and mid caps in focus

Asia small cap companies offer a unique and under-researched opportunity...

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