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Asia institutional and investors

We are active equity specialists, driven by investment expertise and focused on managing money for a wide range of global clients.

05 June 2019

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About us

We are active equity specialists, crafting high-conviction portfolios for client-focused solutions.

06 December 2017

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Investments

Our investment strategies are specifically designed to meet our clients’ needs, with different vehicles tailored to meet their desired outcomes.

21 December 2017

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Cookie and privacy policy

Martin Currie (Holdings) Limited and its subsidiaries and affiliates are committed to preserving the privacy of all visitors to martincurrie.com, together with any associated sites. Please read the following privacy policy to understand how we use and protect the information that you provide to us.

28 March 2016

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Semiconductor

Think Growth in Semiconductors is finished? Think again

Last year was a tough one for the semiconductor industry. For us though, the bigger picture hasn’t changed.

26 February 2019

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At the AGM

Desperately seeking: Board accountability and active voices

It is clear from this remarkable AGM season that investors are looking for more accountability. But it needs to start at the top, and be held to account by active voices.

04 February 2019

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EM EARNINGS – BEWARE THE CONSENSUS VIEW

EM earnings - beware the consensus view

Investors should take Emerging Market earnings forecasts with a pinch of salt, we see the positive prospects in the asset class.

31 January 2019

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Unobservable neutral real rate of interest

Searching for USA's "R star"

‘R-star’ is the biggest issue for financial markets right now, more important than trade wars and diverging major economy growth.

06 February 2019

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Brasilia

Brazil's polarising election

After victory in the first round of voting, Jair Bolsonaro, the anti-establishment right winger, now appears to have a commanding lead over Fernando Haddad of the PT (workers’ party), ahead of Sunday’s election.

31 January 2019

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Istanbul overhead

Contagion contained

Turkey’s currency crisis in early August prompted an all-too familiar set of headlines. A predictable news flow that was eager to foretell that the crisis would deepen and inevitably spread across the entire asset class.

31 January 2019

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Europe's Goldilocks period

End of Goldilocks period for US banks?

The US banks have been an excellent place for income investors to be over the last three years but what has become clear in recent months is this is probably as good as it gets.

06 February 2019

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People, Planet, Profit

Protecting the 3ps - People, Planet & Profit

10 years on post-Global Funding Crisis, are we investing more sustainably? Mark Whitehead discusses the ESG legacy of the 2008 crash.

31 January 2019

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5G is coming, and closing the gap on fixed-line broadband

5G closing gap on fixed line broadband

It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year.

26 February 2019

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Fast Fashion

Slowing 'Fast Fashion'

World clothing production has almost doubled in the last 15 years, but the growth has come at a significant cost and there is now increasing awareness of its outsized environmental and societal impacts.

06 February 2019