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Investment case for China remains strong
Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact.
- Date published
- 26 Oct 2022
- Tag
- Global Emerging Markets ex. China
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Paul Desoisa
Paul is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the industrial, financial and utilities sectors. Paul joined Martin Currie in 2013 researching technology, media and telecoms stocks in the
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Andrew Mathewson
Andrew is a co-manager of our Global Emerging Markets strategy. He has had responsibility for researching stocks in the consumer and healthcare sectors since the formation of the Global Emerging Markets team in 2010. Prior to this, he worked in
- Date published
- 28 Jan 2022
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Colin Dishington
Colin is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the communication services sector. Before re-joining Martin Currie in 2018, he worked as a research analyst at Matthews Asia, an Asia-only
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Alastair Reynolds
Alastair has been investing in equities for almost 30 years. He joined Martin Currie in 2010, when Martin Currie expanded its commitment to the Emerging Market asset class. In addition to managing investment portfolios and conducting investment
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Divya Mathur
Divya is a co-manager of our Global Emerging Markets strategy, with responsibility for technology sector research. He joined Martin Currie in 2010 from SWIP, where he was investment director on its GEMs desk. As Portfolio Manager, Divya was
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Paul Sloane
Paul is a co-manager of our Global Emerging Markets strategy and has responsibility for researching financials stocks. Paul first joined Martin Currie in 2003, leading our global financials research and co-managing our Global Financials Absolute
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Global Emerging Markets ex. China
High-conviction, stock focused emerging market portfolios.
- Date published
- 28 Jan 2022
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Aimee Truesdale
Aimee Truesdale is a co-manager of our Global Emerging Markets strategy and has responsibility for researching stocks in the healthcare sector. Aimee joined Martin Currie in 2021. Before that, she was an assistant fund manager and equities analyst
- Date published
- 27 Jan 2022
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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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The best of both worlds - Why now for Emerging Markets
Emerging markets continue to offer exciting investment opportunities. We highlight the driving forces behind these opportunities and why the time to act is now.
- Date published
- 18 Nov 2021
- Tag
- Global Emerging Markets
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Martin Currie Adds Portfolio Manager to Global Emerging Markets Team
Martin Currie is pleased to announce the addition of Aimee Truesdale as a portfolio manager on the firm’s global emerging markets team, effective December 1, 2021.
- Date published
- 15 Nov 2021
- Tag
- Global Emerging Markets