Global Emerging Markets Insights View [Global Emerging Markets half-year Outlook 2019] Global Emerging Markets half-year Outlook 2019 4 September 2019 Order by Most recent Oldest View [Martin Currie achieves top ESG rating for third year in a row] Martin Currie achieves top ESG rating for third year in a row PRI review of 2018 has been published and Martin Currie has once again achieved A+ ratings for its responsible investment activities. 19 July 2019 View [Premiumisation in Emerging Markets – a rapid growth story] Premiumisation in Emerging Markets – a rapid growth story How the shifting consumer landscape in emerging markets is fuelling growth 10 July 2019 View [Tales from the Road: Latin America] Tales from the Road: Latin America Latin America has a lot to offer investors. Emerging market portfolio managers Paul Desoisa and Colin Dishington travelled across Brazil and Peru to assess some of the potentially overlooked investment stories the region has to offer. 18 June 2019 View [Tales from the Road: India] Tales from the Road: India Paul Sloane, emerging markets portfolio manager, reports back from Mumbai on why he is even more positive on the investment opportunities in Indian financials. Tales from the Road 3 June 2019 View [At the heart of disruption in Latin America] At the heart of disruption in Latin America Innovation and technological disruption runs deep in emerging markets – a fact reinforced by our recent research trip to Latin America. We found examples confirming not only the rapid pace of disruption but the unexpected areas of the economy it is taking place. Video 8 May 2019 View [Getting to grips with India’s financial ecosystem] Getting to grips with India’s financial ecosystem The long-term outlook for Indian financial services is very strong. Paul Sloane reports back from Mumbai on the growth prospects for companies involved in this sector. Video 18 April 2019 View [Growth of the online gaming sector ] Growth of the online gaming sector Divya Mathur, Portfolio Manager, Global Emerging Markets talks to TD Ameritrade about the growth of the online gaming sector and the opportunities for stock-focused investor. Video 17 April 2019 View [Three key themes in Emerging Markets] Three key themes in Emerging Markets Alastair Reynolds shares his thoughts on three important areas which are shaping investment in emerging markets. 2 April 2019 View [India’s general election – reform vs populism] India’s general election – reform vs populism India’s BJP has had successes since 2014 but rising populist sentiment is a problem. What does the election mean for investors? 6 March 2019 View [Back in the Game] Back in the Game China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth. 11 February 2019 View [Think Growth in Semiconductors is finished? Think again] 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. 30 January 2019 View [Is it a bank - or a tech firm?] Is it a bank - or a tech firm? The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind. 4 January 2019 123Next Global Emerging Markets TeamInvesting
View [Global Emerging Markets half-year Outlook 2019] Global Emerging Markets half-year Outlook 2019 4 September 2019
View [Martin Currie achieves top ESG rating for third year in a row] Martin Currie achieves top ESG rating for third year in a row PRI review of 2018 has been published and Martin Currie has once again achieved A+ ratings for its responsible investment activities. 19 July 2019
View [Premiumisation in Emerging Markets – a rapid growth story] Premiumisation in Emerging Markets – a rapid growth story How the shifting consumer landscape in emerging markets is fuelling growth 10 July 2019
View [Tales from the Road: Latin America] Tales from the Road: Latin America Latin America has a lot to offer investors. Emerging market portfolio managers Paul Desoisa and Colin Dishington travelled across Brazil and Peru to assess some of the potentially overlooked investment stories the region has to offer. 18 June 2019
View [Tales from the Road: India] Tales from the Road: India Paul Sloane, emerging markets portfolio manager, reports back from Mumbai on why he is even more positive on the investment opportunities in Indian financials. Tales from the Road 3 June 2019
View [At the heart of disruption in Latin America] At the heart of disruption in Latin America Innovation and technological disruption runs deep in emerging markets – a fact reinforced by our recent research trip to Latin America. We found examples confirming not only the rapid pace of disruption but the unexpected areas of the economy it is taking place. Video 8 May 2019
View [Getting to grips with India’s financial ecosystem] Getting to grips with India’s financial ecosystem The long-term outlook for Indian financial services is very strong. Paul Sloane reports back from Mumbai on the growth prospects for companies involved in this sector. Video 18 April 2019
View [Growth of the online gaming sector ] Growth of the online gaming sector Divya Mathur, Portfolio Manager, Global Emerging Markets talks to TD Ameritrade about the growth of the online gaming sector and the opportunities for stock-focused investor. Video 17 April 2019
View [Three key themes in Emerging Markets] Three key themes in Emerging Markets Alastair Reynolds shares his thoughts on three important areas which are shaping investment in emerging markets. 2 April 2019
View [India’s general election – reform vs populism] India’s general election – reform vs populism India’s BJP has had successes since 2014 but rising populist sentiment is a problem. What does the election mean for investors? 6 March 2019
View [Back in the Game] Back in the Game China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth. 11 February 2019
View [Think Growth in Semiconductors is finished? Think again] 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. 30 January 2019
View [Is it a bank - or a tech firm?] Is it a bank - or a tech firm? The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind. 4 January 2019