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Tag: Emerging Markets

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China: Bottom-Up Opportunity as the Macro Picture Slowly Improves

While the top-down story has challenges, the notion that China...

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Enter the Dragon: Why China is Competitively Positioned

Last year marked another tough year for Chinese equities, extending...

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Freeing the Potential of Emerging Market Bonds

Emerging market (EM) debt has a reputation for risk and...

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China: Growth Trajectory Paused or Broken?

Our year kicked off with a trip to Beijing, Shenzhen...

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India: Shooting for the Moon

Returning to India recently, we spent time in Hyderabad, the...

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China: A Year of Base Effects and Property Sector Deleveraging

The recent release of fourth quarter economic data from Beijing...

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What Worked in 2023 and What Could Work in 2024?

What worked in 2023 and what could work in 2024...

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Taiwan Vote: Some Comfort for China

The Taiwanese people elected the candidate of the Democratic Progressive...

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AMO Japan Market Review December 2023

Japanese Investment Commentary and Market Outlook December 2023 ‘Yen’s Reversal...

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ClockWise: An Election Year

Political risk will remain in focus in 2024 with important...

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