Tag: Emerging Markets
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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Navigating Japan Equities: Monthly Insights from Tokyo (June 2023)
Nikkei’s rise to 33-year high supported by reasonable expectations; semiconductor...
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What Investors Need to Know About a US Eecession, China’s Recovery, and Eurozone Inflation
Key takeaways US recession? Data suggests the US economy is...
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View from Asia Pacific: Building the Treasury of the Future
With agile and proactive treasury teams, companies can strike a...
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Can the U.S. Keep Up with Asia in the Chip Wars?
After decades of steadily losing ground in semiconductor manufacturing, the...
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