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Tag: Emerging Markets

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CT Responsible Global Emerging Markets Equity Strategy – ESG Profile and Impact Report 2022

In an ever-changing and complex world, it is important to...

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Emerging Markets are Undergoing the Biggest Reshuffle in Two Decades

Emerging market debt expert Polina Kurdyavko, Managing Director, Head of...

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Vietnam: On a Path to Progress

Touching down in Vietnam on our recent research trip to...

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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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