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Tag: Emerging Markets

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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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Asian Takeways: Masala Musings

We’re proud to present the second piece in our ‘Asian...

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Japan Economic Outlook for 2024

Asset Management One reviews the Japanese market in 2023 and...

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Behind the Markets: Placing ‘China Risk’ into Perspective

Behind the Markets: Placing ‘China risk’ into perspective December brings...

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