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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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Long-Term Unconstrained Inside stories
The inside story on the leading companies in our global portfolio and why they offer sustainable, long-term growth potential.
- Date published
- 30 Jun 2021
- Tag
- Global Long-Term Unconstrained
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Inside story: Assa Abloy
Zehrid Osmani, Head of Global Long-Term Unconstrained, on Assa Abloy, the largest global supplier of intelligent lock and security solutions.
- Date published
- 28 Jun 2021
- Tag
- Disruption & Innovation
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Inside story: Masimo
Zehrid Osmani, Head of Long-Term Unconstrained, provides an insight into Masimo, a key stock and a leader in the non-invasive patient monitoring hospital devices and technologies.
- Date published
- 26 Jun 2021
- Tag
- Disruption & Innovation
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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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Inside story: Ferrari
Zehrid Osmani, Head of Global Long-Term Unconstrained, on Italian luxury sports car manufacturer, Ferrari.
- Date published
- 22 Jun 2021
- Tag
- Disruption & Innovation
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Inside story: Atlas Copco
Zehrid Osmani, Head of Global Long-Term Unconstrained, provides an insight into Atlas Copco, a long-established global manufacturer of industrial tools and equipment.
- Date published
- 22 Jun 2021
- Tag
- Disruption & Innovation
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Long-Term Mega Trends
We have identified three Mega Trends - Demographic Change, Future of Technology and Resource Scarcity - that are going to be driving market dynamics in various segments on a multi-decades time frame.
- Date published
- 16 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: 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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SVoD killed the TV star, can AVoD save it?
TV broadcasters are struggling with the increased popularity of Subscription Video-on-Demand (SVoD) services. Will their saving grace lie in improving their own advertising-funded Video-on-Demand (AVoD) offerings?
- Date published
- 12 Mar 2020
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A critical juncture for China's pharmaceutical industry
The Chinese pharmaceutical sector is at a critical juncture. The external industry environment, where both multinational corporations (MNCs) and domestic players operate is undergoing transformational changes impacted by a series of regulatory
- Date published
- 2 Feb 2020
- Tag
- Disruption & Innovation