Tag: Emerging Markets

Can the U.S. Keep Up with Asia in the Chip Wars?

After decades of steadily losing ground in semiconductor manufacturing, the...

Why Global Businesses Look to Asia for Opportunities

Summary   Asia is transforming. To stay relevant, global chief...

India: Getting too Big to Ignore

Summary India makes up more than 15% of the MSCI...

From FOMO to Fundamentals: The Next Step for Chinese Equities

Key takeaways   Stable and sustainable economic growth appears to...

Japan Inc is Ripe for Change

Corporate Japan’s governance overhaul is about to enter a new...

Solving The Asian Infrastructure Debt Challenge

Sourcing and risk management are key to executing green projects...

Amid Uncertainty, Japanese Equities May Offer Diversification and Lower Correlation for U.S. Investors

KEY POINTS 1. We believe there will be improvement in Japanese...

Asia’s New Growth Drivers

Changing China’s Oil

Chinese oil demand has largely been correlated with GDP growth,...

Why an Emerging Market ex China Strategy Offers a New Opportunity Set

Summary China’s growing dominance in the emerging market universe has...