Search
Latest Insights
-
Where’s the Beef? It’s Emerging Markets Earnings….
Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case - beef! In this update on the Emerging Markets (EM) we take some
- Date published
- 6 Jul 2023
- Tag
- Global Emerging Markets
-
A beginner’s guide to semiconductors
An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 10 Mar 2023
- Tag
- Global Emerging Markets
-
Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
- Tag
- Global Emerging Markets
-
Investment case for China remains strong
Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.
- Date published
- 26 Oct 2022
- Tag
- Global Emerging Markets ex. China
-
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
-
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
-
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
-
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
- Tag
- Global Emerging Markets
-
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