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Tales from the road: Intrigued by India
Portfolio Manager Aimee Truesdale recently conducted a research trip to India. Here, we outline her key observations around the exciting growth opportunities in India.
- Date published
- 17 Mar 2023
- Tag
- Global Emerging Markets
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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
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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
- 17 Jan 2023
- Tag
- Global Emerging Markets
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Global Emerging Markets 2023 Outlook
Despite a difficult 2022, we remain focused and optimistic about the long-term outlook. 2023 has the potential to see emerging markets decouple from their developed market peers and outperform.
- Date published
- 21 Dec 2022
- Tag
- Global Emerging Markets
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Global Emerging Markets: Evolution of the Asset Class
Looking beyond China for investment ideas
- Date published
- 6 Jun 2022
- Tag
- Global Emerging Markets
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Headwinds and Tailwinds: Who stands to benefit from the new investment landscape?
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
- Date published
- 3 May 2022
- Tag
- Global Emerging Markets