Tag: Emerging Markets
Polina’s Perspective: Chinese ‘Involution’ or Things Hard Work Can’t Fix
Are you a workaholic? I grew up with both of...
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Investing in Asia Bonds Through an ESG lens
Summary Asia’s sustainable bond market is growing rapidly but it...
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China Equities: Not a Comeback, Not a Setback
We give an on-the-ground perspective on China’s struggling economy, and...
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Japan: Boosting Capital Efficiency
The issue of improving corporate governance has been on the...
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Can EM Equities Play Catch-Up in the Second Half of the Year? Spoiler Alert: We Believe So!
As last year was coming to a close, we believed...
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China’s Housing Overhang Casts a Long Shadow
We believe speculation in China’s housing market jeopardises GDP growth...
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Navigating Japan Equities: Monthly Insights from Tokyo (July 2023)
Labour shortages in focus as a virtuous inflation cycle helps...
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China + India =Powerhouse of Opportunities
Summary Asia remains a high growth region led by two...
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Asia’s Irrepressible Regionalism
There is a widespread view that the world is deglobalising....
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