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Tag: Emerging Markets

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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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Impact Investing – Global Emerging Markets

“It’s one thing to feel that you are on the...

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Japan Is Back

Weekly Commentary Market Recap Equity markets held firm this week,...

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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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