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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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Inside story: Moncler
Zehrid Osmani, Head of Long-Term Unconstrained, on luxury apparel company, Moncler.
- Date published
- 24 Jun 2021
- Tag
- Disruption & Innovation
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China vs the Rest – Technology is a key battleground
The showdown between the US and China continues to dominate every facet of policymaking and technology is viewed by both sides as critical to the geopolitical struggle.
- Date published
- 16 Dec 2020
- Tag
- Covid-19
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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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Insurance in Emerging Markets - a massive growth runway
Under-penetration in financial services, rising wealth levels, and an increasing agenda of financial inclusion all support a strong growth trajectory for insurance across emerging markets.
- Date published
- 2 Feb 2020
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Indian labour law reform
At first glance, labour law would seem to be a bit esoteric for most people, even diligent investors. However, it is one of the structural levers that can be instrumental in boosting economic growth.
- Date published
- 29 Jan 2020
- Tag
- Global Emerging Markets