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Latest Insights
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First Quarter Performance Update
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Conversation Corner: Digital Economy Stock Deep Dive
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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India: Local Entrepreneurial Leadership
India is home to vibrant, entrepreneurial companies which are leaders in their respective segments and positioned to benefit from the key driving forces in the market.
- Date published
- 15 Dec 2021
- Tag
- Demographics
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The best of both worlds - Why now for Emerging Markets
Emerging markets continue to offer exciting investment opportunities. We highlight the driving forces behind these opportunities and why the time to act is now.
- Date published
- 18 Nov 2021
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Positive Momentum in Emerging Markets
Portfolio Manager, Colin Dishington reviews emerging markets in Q4 2020 and why he believes there are exciting investment opportunities in 2021.
- Date published
- 16 Feb 2021
- Tag
- Global Emerging Markets
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Podcast - Quarterly update - October 2020
Paul Sloane, Portfolio Manager, reviews emerging markets in Q3 2020 and introduces a new addition to the portfolio.
- Date published
- 29 Oct 2020
- Tag
- Global Emerging Markets
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Podcast: Emerging markets recovery during Q2
Andrew Mathewson, Portfolio Manager, discusses the recovery of emerging markets during Q2 and our GEMs team’s continued focus on sustainable growth.
- Date published
- 20 Aug 2020
- Tag
- Global Emerging Markets
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Technology on the Horizon
What has the COVID-19 experience done to long term growth in the technology sector? Has it impacted 5G’s position as THE key enabling technology for the future?
- Date published
- 4 Aug 2020
- Tag
- Covid-19
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Bricks vs emerging clicks
Developed and emerging market consumers had been moving away from physical retail pre-crisis. Does the hastened trend towards online shopping spell the death of traditional shopping and restaurants?
- Date published
- 30 Jun 2020
- Tag
- Covid-19
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Podcast: Myth-busting China’s economy
Paul Desoisa busts a few myths on the Chinese economy and answers key questions on exports, government ownership and ESG.
- Date published
- 28 May 2020
- Tag
- Disruption & Innovation
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Podcast: Companies capturing growth in emerging markets
Divya Mathur reveals how economic activity is resuming after the COVID-19 outbreak and provides real-life examples of companies that are benefiting from the long-term growth opportunities.
- Date published
- 14 May 2020
- Tag
- Global Emerging Markets
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Podcast: Emerging Markets – our ESG advantage
Colin Dishington explains why ESG factors are crucial to investing in emerging markets, how Martin Currie has achieved its industry-leading position, and the ways our approach continues to evolve.
- Date published
- 28 Apr 2020
- Tag
- Global Emerging Markets