Tag: Emerging Markets
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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Hangin’ Tough: A Long-Term look at EM Fundamentals
As a whole, major emerging markets (EMs) have become more...
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Notes From the Investment Floor: ESG is Key to EM Equities
Nick Payne reflects on the importance of a sustainability strategy...
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AMO Insight ‘Speculation of Revision to the Bank of Japan’s Yield Curve Control and Japan’s Long Long-Term Interest Rates’
After declining following the collapse of a U.S. bank in...
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